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.
A CFO’s Lessons From $10 Billion And Beyond
February 23, 2015
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Tips from BECU on how to manage growth and risk under increased regulator scrutiny.
The Mighty Mobile Opportunity
February 19, 2015
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How credit unions are using payments, loan applications, and location-based offers to build a big user experience in a small delivery channel.
3 Takeaways From Trendwatch 4Q 2014
February 18, 2015
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The combination of balance sheet dynamics, membership preference, and marketplace performance has the credit union industry primed for growth in 2015.
Different Sides, Same Coin
February 9, 2015
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This week, CreditUnions.com takes a deeper dive into two complementary, yet often misused, concepts that underpin credit union success — productivity and efficiency.
How To Stop Wasting And Start Saving
February 9, 2015
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Member One FCU offers three lessons gleaned from six years of operating a process improvement team.
3 Ways To Cut Expenses
February 9, 2015
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Patelco Credit Union reduced its controllable expenses by 10% and shares ways other credit unions can, too.
2 Strategies To Achieve Efficiency Beyond Your Weight Class
February 9, 2015
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These two mid-sized credit unions hold their own in terms of employee productivity and efficiency, even when compared to larger peers.
The Difference Between Productivity And Efficiency
February 8, 2015
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This cheat sheet offers a visual breakdown of the meaning behind two often-confused metrics.
Economic Up Tempo May Prompt Rate Ratchet
February 6, 2015
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Rising wages, employment may be greeted by rate hikes as Fed works to direct economic harmony.
Self-Serve Processing Is “The New Black”
February 2, 2015
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Borrowers will pay fees for the ability to make a payment online or over the phone. The bottom line: convenient payment options are no longer optional.
A CFO’s Lessons From $10 Billion And Beyond
Tips from BECU on how to manage growth and risk under increased regulator scrutiny.
The Mighty Mobile Opportunity
How credit unions are using payments, loan applications, and location-based offers to build a big user experience in a small delivery channel.
3 Takeaways From Trendwatch 4Q 2014
The combination of balance sheet dynamics, membership preference, and marketplace performance has the credit union industry primed for growth in 2015.
Different Sides, Same Coin
This week, CreditUnions.com takes a deeper dive into two complementary, yet often misused, concepts that underpin credit union success — productivity and efficiency.
How To Stop Wasting And Start Saving
Member One FCU offers three lessons gleaned from six years of operating a process improvement team.
3 Ways To Cut Expenses
Patelco Credit Union reduced its controllable expenses by 10% and shares ways other credit unions can, too.
2 Strategies To Achieve Efficiency Beyond Your Weight Class
These two mid-sized credit unions hold their own in terms of employee productivity and efficiency, even when compared to larger peers.
The Difference Between Productivity And Efficiency
This cheat sheet offers a visual breakdown of the meaning behind two often-confused metrics.
Self-Serve Processing Is “The New Black”
Borrowers will pay fees for the ability to make a payment online or over the phone. The bottom line: convenient payment options are no longer ...
Browse Topics
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.
10 Credit Unions That Top The Charts In Member Value
William Hunt
Callahan & Associates spotlights credit unions that return more value to members.
Engagement Is Not A Perk. It Is A Strategy.
A. Jerome Fowlkes
Langley FCU asked what it would take to be a truly exceptional workplace, and it shares four ways to get there.
The Opportunity For Credit Unions In NCUA’s New Succession Planning Rule
Jennie Boden
Make your succession plan strategic and give it ‘teeth’ to reap the benefits of stronger governance and more effective C-suite leadership.
How A Child Savings Account Program Is Shaping Futures In Harbor Beach
Savana Morie
A public-private partnership in Michigan aims to influence opportunities after high school via a child savings account that provides yearly deposits and every reason to imagine what comes after graduation.
Economic Up Tempo May Prompt Rate Ratchet