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.
Case Study: How Did San Francisco Fire Reinvigorate its Membership?
April 3, 2015
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By developing an effective strategy, in less than two years this credit union boosted its member loyalty score by over 10 percent!
Diary of a Recovery
April 3, 2015
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Joe Brancucci, CEO of GTE Federal Credit Union, shares his perspective on positioning the Florida cooperative for the future.
Opportunities In The Lending Portfolio
April 2, 2015
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Credit unions are on pace to break lending records set in 2012, but they need to recognize the reward and risk inherent in strong growth.
Don’t Believe The Hype
April 2, 2015
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The bond bulls and economic bear crowd is over-hyping the potential for tomorrow’s jobs number to be a game changer.
Raising Alarm About Risk-Based Capital
April 2, 2015
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Callahan’s research chief goes on the air with CUbroadcast to discuss why the NCUA board should vote against the agency’s proposed risk-based capital rule and why credit unions need to lodge their comments now.
Bringing Hope Back to the Bay
April 1, 2015
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Economic turbulence had an entire Florida community singing the blues, but the reinvigoration of a cooperative vornerstone is set to change the outlook in 2011.
Becoming a Community Involvement VIP
April 1, 2015
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Scott CU challenged their employees to give back to the community and received a vigorous response while the credit union experienced tremendous growth.
Relationship Banking Promotes Success
April 1, 2015
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A partnership between Wescom Credit Union and its CUSO rewards members for choosing the credit union for insurance products as well as financial services.
Arrowhead Flies Straight in 2010
April 1, 2015
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California’s Arrowhead Credit Union shows a tenacious turnaround, making tough decisions, and running lean and mean in the recovering marketplace.
The Real Problem at Arrowhead Credit Union is Working With Common Purpose, Not Lack of Capital
April 1, 2015
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In late July, Inland Empire community leaders sent NCUA a letter about Arrowhead’s conservatorship. On August 10, NCUA responded but failed to address the writers’ chief concern — when will they get their credit union back?
Case Study: How Did San Francisco Fire Reinvigorate its Membership?
By developing an effective strategy, in less than two years this credit union boosted its member loyalty score by over 10 percent!
Diary of a Recovery
Joe Brancucci, CEO of GTE Federal Credit Union, shares his perspective on positioning the Florida cooperative for the future.
Opportunities In The Lending Portfolio
Credit unions are on pace to break lending records set in 2012, but they need to recognize the reward and risk inherent in strong growth.
Raising Alarm About Risk-Based Capital
Callahan's research chief goes on the air with CUbroadcast to discuss why the NCUA board should vote against the agency's proposed risk-based capital rule and ...
Bringing Hope Back to the Bay
Economic turbulence had an entire Florida community singing the blues, but the reinvigoration of a cooperative vornerstone is set to change the outlook in 2011.
Becoming a Community Involvement VIP
Scott CU challenged their employees to give back to the community and received a vigorous response while the credit union experienced tremendous growth.
Relationship Banking Promotes Success
A partnership between Wescom Credit Union and its CUSO rewards members for choosing the credit union for insurance products as well as financial services.
Arrowhead Flies Straight in 2010
California’s Arrowhead Credit Union shows a tenacious turnaround, making tough decisions, and running lean and mean in the recovering marketplace.
The Real Problem at Arrowhead Credit Union is Working With Common Purpose, Not Lack of Capital
In late July, Inland Empire community leaders sent NCUA a letter about Arrowhead’s conservatorship. On August 10, NCUA responded but failed to address the writers’ ...
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.
Don’t Believe The Hype