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.
Why Credit Unions Need To Benchmark And How To Avoid Pitfalls
April 27, 2015
No Comments
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
No Comments
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
No Comments
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
No Comments
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
No Comments
As America continues to transform itself economically, credit unions are becoming more involved in their communities.
Back To German Watch?
April 23, 2015
No Comments
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
No Comments
Legal battle and years of uncertainty could follow a final rule like this.
RBC2: First, Do No Harm
April 20, 2015
No Comments
This “fundamentally flawed” policy actually creates a capital problem.
Employment And Salary Trends In The U.S. Financial Services Industry
April 20, 2015
No Comments
Credit unions demonstrate a commitment to add numbers to their employee rosters and dollars to their employee salaries.
Is RBC2 The NCUA’s Duty?
April 19, 2015
No Comments
Rick Metsger says the NCUA has a duty to protect the insurance fund against “material risks.”
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.
Is RBC2 The NCUA’s Duty?
Rick Metsger says the NCUA has a duty to protect the insurance fund against "material risks."
Browse Topics
AI Adoption Is Growing. Are Credit Unions Keeping Pace?
Andrew Lepczyk
New data from Gallup shows half of all employees who work for companies that pay for AI tools use them. Credit unions are building their own momentum.
A Credit Union Bond Beyond Bloodlines
Aaron Passman
For Mike and Dave Valentine, the family business just happens to be credit unions. The father-son duo talk leadership styles, cooperative values, and the lessons they’ve learned from each other along the way.
Connection And Caring Matter As Much As Knowledge And Resources
Chris Howard
People who are truly financially thriving have both means and a sense of security that comes from confidence about the future. Building that kind of emotional engagement requires a deliberate design of everyday interactions.
Markets Flip From Pricing Cuts To 50% Chance Of Hikes
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Keep The Mortgage. Ditch The Fees.
Savana Morie
A rethink of closing costs, rate relief, and employer partnerships helped 7 17 Credit Union build an affordable housing mortgage program that works.
Home Is Where The Heart (And More) Is
Aaron Passman
Where is mortgage growth coming from right now? This week, CreditUnions.com covers a mix of home equity campaigns, targeted affordability programs, and niche lending strategies that are bringing borrowers back into the market.
3 Ways To Market For HELOC Success
Aaron Passman
Home equity lending is a winning option for credit unions in today’s mortgage environment. Learn how three different shops meet members’ needs.
Small House, Big Opportunity: 2 Takes On Manufactured Home Loans
Aaron Passman
Manufactured home loans can provide members access to affordable housing, including those in rural areas. Two credit unions share how they approach the niche product.
Mortgage Lending Is Back, But It Looks Different
Tony Waltrich
After a prolonged slowdown, signs of life are returning to mortgage lending. Growth is uneven, with first-time buyers and shifting rate dynamics driving activity in select segments.
MSUFCU Turns A Break In Payments Into A Member Experience Moment
Aaron Passman
The Michigan cooperative keeps everyday payments working and members happy by using a common friction point to build brand loyalty.
Back To German Watch?