What’s In A Name: Chief Efficiency Officer
Kelli Wisner-Frank serves as the linchpin between finance and innovation at Community Choice Credit Union, aligning automation, smarter processes, and cost discipline to turn front-line
Finance
Your hub to learn how credit unions manage assets and liabilities, boost non-interest income, improve efficiencies and productivity, and maximize returns.
Top Finance Articles
6 Lessons For Credit Unions From Craft Breweries
Craft breweries demonstrate how commitment to value, operational agility, and community focus can ignite growth and drive property.
The K-Shaped Recovery And An Economy Divided
Inflation, debt, and income inequality are fueling a K-shaped, post-pandemic recovery, widening the gap between different economic segments and challenging lower-income households.
What’s On Your Performance Report?
April 27, 2015
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This week, CreditUnions.com highlights ratios all credit unions should be tracking according to the roles that should be tracking them.
Why Credit Unions Need To Benchmark And How To Avoid Pitfalls
April 27, 2015
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This Graphic Of The Week offers five reasons to start benchmarking today and three strategies to make the most of benchmarking efforts.
5 Ratios Every CLO Should Know
April 27, 2015
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Lending officers are under constant pressure to produce loans. These five benchmarks give CLOs a place to start when managing lending activities and communicating about the health and growth of the credit union.
3 Ratios Every COO Must Know
April 27, 2015
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The combination of many ratios offers a complete picture of a credit union’s operational performance. These three will help COOs communicate successes and opportunities in meeting overall goals.
5 Ratios Every CEO Must Know
April 27, 2015
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Jack-of-all-trades, master of none. These benchmarks help CEOs lead their entire organization — from finance to marketing and everything in between.
Credit Unions Creating The Next Economy
April 23, 2015
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As America continues to transform itself economically, credit unions are becoming more involved in their communities.
Back To German Watch?
April 23, 2015
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The NASDAQ teeters on the precipice of breaking even after 15 years, and the German 10-year yield sneaks a surprise attack on the bond market.
RBC2: You Might Not Like What Comes Next
April 23, 2015
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Legal battle and years of uncertainty could follow a final rule like this.
RBC2: First, Do No Harm
April 20, 2015
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This “fundamentally flawed” policy actually creates a capital problem.
Employment And Salary Trends In The U.S. Financial Services Industry
April 20, 2015
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Credit unions demonstrate a commitment to add numbers to their employee rosters and dollars to their employee salaries.
What’s On Your Performance Report?
This week, CreditUnions.com highlights ratios all credit unions should be tracking according to the roles that should be tracking them.
Why Credit Unions Need To Benchmark And How To Avoid Pitfalls
This Graphic Of The Week offers five reasons to start benchmarking today and three strategies to make the most of benchmarking efforts.
5 Ratios Every CLO Should Know
Lending officers are under constant pressure to produce loans. These five benchmarks give CLOs a place to start when managing lending activities and communicating about ...
3 Ratios Every COO Must Know
The combination of many ratios offers a complete picture of a credit union’s operational performance. These three will help COOs communicate successes and opportunities in ...
5 Ratios Every CEO Must Know
Jack-of-all-trades, master of none. These benchmarks help CEOs lead their entire organization — from finance to marketing and everything in between.
Credit Unions Creating The Next Economy
As America continues to transform itself economically, credit unions are becoming more involved in their communities.
RBC2: You Might Not Like What Comes Next
Legal battle and years of uncertainty could follow a final rule like this.
RBC2: First, Do No Harm
This "fundamentally flawed" policy actually creates a capital problem.
Employment And Salary Trends In The U.S. Financial Services Industry
Credit unions demonstrate a commitment to add numbers to their employee rosters and dollars to their employee salaries.
Browse Topics
A Rewards Program That Relies On Relationships, Not Usage
Savana Morie
Nuvision’s Added Advantage program tracks member engagement across the credit union, then rewards relationships through better pricing and other perks.
Innovations Financial Bets Big On Small Business Lending
Aaron Passman
CDFI grant funding helps the Florida cooperative offer microloans for small businesses after many banks pulled out of its market.
How Marine Credit Union Shifted Its Foundation From Siloed To Symbiotic
Savana Morie
By aligning governance, leadership, and day to day operations, Marine Credit Union transformed its foundation from a parallel operation into a visible extension of the credit union brand.
How Today’s Market Is Stress-Testing Credit Union And Bank Earnings Models
Andrew Lepczyk
Credit union and bank earnings reflect different business objectives. Those differences matter for how financial institutions serve their markets.
The Case For Marketing That Doesn’t Lead With The Credit Union
Savana Morie
Whitefish Credit Union barely mentions itself in its member stories. Instead, its high-quality video storytelling spotlights people, businesses, and communities, building trust, advocacy, and impact that don’t always show up in traditional ROI metrics.
Exit Interview: Deb Vollmer
Aaron Passman
The retired Langley FCU executive looks back on a career shaped by industry change, evolving leadership responsibility, and a constant focus on serving members first.
How Affinity FCU Became A Financial First Responder
Callahan & Associates
The New Jersey-New York metro credit union shares how a wellbeing-led strategy ensures members know where to turn first when life gets difficult.
Running With Scissors: The Bold Side Of Personalization
Callahan & Associates
To become skilled at personalization, credit unions must stop making assumptions about what resonates with members and start leveraging data to be sure.
A Short Guide To Compliance With The New Succession Planning Rule
Jennie Boden
Check all the right boxes while tying your credit union compliance efforts to strategy.
Industry Intelligence For Credit Union Leaders
Callahan & Associates
Looking for quarterly data coverage, expert analysis, lessons from leading credit unions, and more? Callahan has it covered. Comparing top-level performance and digging into the details has never been easier.
Back To German Watch?