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.
The Importance Of Finance In Financial Services
February 23, 2015
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This week, CreditUnions.com offers practices, lessons, and educational resources for the men and women charged with managing the financial risks of their credit unions — the CFOs.
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.
The Importance Of Finance In Financial Services
This week, CreditUnions.com offers practices, lessons, and educational resources for the men and women charged with managing the financial risks of their credit unions — ...
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.
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.
Economic Up Tempo May Prompt Rate Ratchet