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.
Back In Brick
March 30, 2015
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CommunityAmerica uses diverse branch types and an emphasis on relationships to ensure brick and mortar is worth building.
Stop Passing The Bucks And Start Counting Them Instead
March 26, 2015
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How Langley FCU encourages communication and collaboration between departments to create shared, trackable definitions of success.
Grasping For Answers
March 26, 2015
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Reversals and consistency in stocks and bonds.
Are We There Yet …….with Switch Kits?
March 24, 2015
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The U.S. financial services industry is standing at an IT crossroads-one that will greatly impact its ability to grow its business, satisfy customers, manage risk and cope with an increasingly challenging regulatory landscape.
Land Of 10,000 Opportunities
March 23, 2015
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Minnesota’s SPIRE FCU ran a tight operation to survive the recession. And when the economy turned around, the credit union had a plan in place to take its financials, its members, and its community to new heights.
The No-Regrets Expansion Plan
March 19, 2015
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Three tips from Lake State on how to enter a new market.
Go East, Wright-Patt
March 19, 2015
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A hub-and-spoke strategy and outbound calling are just two pieces of the strategic puzzle that Wright-Patt Credit Union pieced together for its move into a major new market.
The Myopic Fed
March 19, 2015
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March’s statement and forecast proves the central bank is as vulnerable to short-term factors as any short-term trader.
Planting Seeds Of Savings
March 18, 2015
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Laura Mugge of Electro Savings Federal Credit Union explains her credit union’s evergreen tree seedling program to promote youth saving.
Operational Efficiency
March 18, 2015
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GUASFCU focuses on products and services for students through the cyclical changes of the school year.
Back In Brick
CommunityAmerica uses diverse branch types and an emphasis on relationships to ensure brick and mortar is worth building.
Stop Passing The Bucks And Start Counting Them Instead
How Langley FCU encourages communication and collaboration between departments to create shared, trackable definitions of success.
Are We There Yet …….with Switch Kits?
The U.S. financial services industry is standing at an IT crossroads-one that will greatly impact its ability to grow its business, satisfy customers, manage risk ...
Land Of 10,000 Opportunities
Minnesota’s SPIRE FCU ran a tight operation to survive the recession. And when the economy turned around, the credit union had a plan in place ...
Go East, Wright-Patt
A hub-and-spoke strategy and outbound calling are just two pieces of the strategic puzzle that Wright-Patt Credit Union pieced together for its move into a ...
The Myopic Fed
March's statement and forecast proves the central bank is as vulnerable to short-term factors as any short-term trader.
Planting Seeds Of Savings
Laura Mugge of Electro Savings Federal Credit Union explains her credit union's evergreen tree seedling program to promote youth saving.
Operational Efficiency
GUASFCU focuses on products and services for students through the cyclical changes of the school year.
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.
Grasping For Answers