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.
Loan Originations Triple At Central Macomb Community Credit Union
May 21, 2015
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The Michigan credit union posted 35% annual loan growth in first quarter 2015.
First Quarter 2015 Investment Review
May 19, 2015
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This quarterly snapshot from TRUST Mutual Funds shows total investments at credit unions increased $14 billion since year-end 2014.
A Hope For Calm
May 12, 2015
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Bond traders are on their tiptoes in an effort to not disturb the German beast.
San Antonio FCU Posts A Record Mortgage Performance
May 12, 2015
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The Florida credit union reported a 97% increase in first mortgage originations in the first quarter of 2015.
Forum Credit Union Posts Double-Digit First Quarter Consumer Loan Growth
May 12, 2015
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The Indiana credit union increased auto loans 39% over last year.
Two Roads Crossing
May 6, 2015
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Credit unions are increasing their holdings in securities available-for-sale while banks are increasing their holdings in securities held-to-maturity. How do these different strategies relate to price risk?
The Floodgates Have Opened
May 6, 2015
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Fed chair Janet Yellen’s comments during an IMF conference on Wednesday contributed to a global sell-off of stocks last night.
How Back-End Cooperation Will Help 6 Credit Unions Cut Compliance Costs By $200K
May 5, 2015
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Six small credit unions have projected more than $200,000 in compliance costs savings over the next two years with their new CUSO — and they say that’s just the beginning.
Price Risk In The Credit Union Investment Portfolio
May 4, 2015
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How would a bump in interest rates affect investments at U.S. credit unions?
Bonds Are Losing Their Grip On Leadership
April 30, 2015
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Dow futures are down 20 points in preopening trading and bond prices are close to unchanged to start the last day of April.
Loan Originations Triple At Central Macomb Community Credit Union
The Michigan credit union posted 35% annual loan growth in first quarter 2015.
A Hope For Calm
Bond traders are on their tiptoes in an effort to not disturb the German beast.
San Antonio FCU Posts A Record Mortgage Performance
The Florida credit union reported a 97% increase in first mortgage originations in the first quarter of 2015.
Forum Credit Union Posts Double-Digit First Quarter Consumer Loan Growth
The Indiana credit union increased auto loans 39% over last year.
Two Roads Crossing
Credit unions are increasing their holdings in securities available-for-sale while banks are increasing their holdings in securities held-to-maturity. How do these different strategies relate to ...
The Floodgates Have Opened
Fed chair Janet Yellen’s comments during an IMF conference on Wednesday contributed to a global sell-off of stocks last night.
How Back-End Cooperation Will Help 6 Credit Unions Cut Compliance Costs By $200K
Six small credit unions have projected more than $200,000 in compliance costs savings over the next two years with their new CUSO — and they ...
Price Risk In The Credit Union Investment Portfolio
How would a bump in interest rates affect investments at U.S. credit unions?
Bonds Are Losing Their Grip On Leadership
Dow futures are down 20 points in preopening trading and bond prices are close to unchanged to start the last day of April.
Browse Topics
Credit Human Redefines ‘Green’ In The Heart Of Texas
Savana Morie
The credit union completed a three acre headquarters campus in 2021 that offers 52% more space while consuming a fraction of the resources. It’s a model of how cooperatives can lead on sustainability without sacrificing performance.
CDFIs By The Numbers
Omar Shalabi
CDFI credit unions might be fewer in number, but their impact reaches millions of members, and their footprint highlights how targeted mission can translate into broad, measurable reach.
Serving The Underserved Without Accepting Preventable Fraud Losses
Callahan & Associates
Preventable fraud losses quietly erode credit union margins. The difference between a 25% and 6% loss rate isn’t risk. It’s execution.
Inside An In-School Model That Links Classrooms With College And Careers
Savana Morie
Holy Rosary Credit Union has embedded itself into a local high school’s career and technical education program, offering scholarships, internships, and courses eligible for college credit.
6 Credit Union Executive Priorities For 2026
Jay Johnson
Credit union leaders want to know where peers are placing their focus. These six priorities reflect how leadership teams are responding to change with intention and clarity.
What’s Next For Credit Union Earnings?
Omar Shalabi
As margin support begins to fade, earnings performance is becoming more sensitive to revenue mix and harder to interpret through public reporting alone.
The Great Wealth Transfer Is Also A Relationship Transfer
Savana Morie
Harvard FCU combines digital estate planning with human financial guidance to support positive, proactive wealth transfer across generations.
The Lending Lag Is Real, And Here’s What Smaller Credit Unions Can Do About It
Callahan & Associates
Discover how small to midsize credit unions can weather the economic headwinds hitting their communities right now.
Fresh Risks For Financial Markets
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
What’s In A Name: AVP Of Member Insights
Aaron Passman
At Service Credit Union, Dave Widener connects data, strategy, and culture to shape better outcomes for members.
First Quarter 2015 Investment Review