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.
Fourth Quarter 2014 Investment Trends
February 23, 2015
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Credit unions are keeping their powder dry waiting for rates to rise.
The Amazing Benefits Of Getting Away From It All
February 23, 2015
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A change of scenery can do you — and your organization — plenty of good. Here’s why quality time out of the office pays off.
4 Ratios All Staff Members Should Know
February 23, 2015
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These four performance metrics will help CFOs explain the business of credit unions and show how every employee helps the credit union achieve its goals.
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.
Fourth Quarter 2014 Investment Trends
Credit unions are keeping their powder dry waiting for rates to rise.
The Amazing Benefits Of Getting Away From It All
A change of scenery can do you — and your organization — plenty of good. Here’s why quality time out of the office pays off.
4 Ratios All Staff Members Should Know
These four performance metrics will help CFOs explain the business of credit unions and show how every employee helps the credit union achieve its goals.
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.
Browse Topics
Innovation Only Goes So Far Without Internal Alignment
Marc Rapport
Coastal Credit Union evaluates fintech through the lens of member value, strategic growth, and organizational readiness to implement new ideas.
Future Bets For Fintech
Rebecca Wessler
Credit unions are making decisions about where to build, invest, and partner as they balance today’s priorities with tomorrow’s opportunities.
Future Bets From Today’s Credit Unions
Marc Rapport
Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.
Competing For Gen Z, SMBs, And The Future Of Money
Callahan & Associates
Credit unions that enable seamless movement between fiat and digital assets position themselves as a trusted on- and off-ramp.
The Financial Readiness Gap: Credit Unions Evaluate It Every Day. But Who Builds It?
Callahan & Associates
The credit unions that win the next generation will be the ones that showed up early, when young members were forming habits and deciding whom to trust.
Defending Your Credit Union Against Fraud Means Fighting Fire With Smarter Fire
Callahan & Associates
The challenge is no longer whether to adopt AI, but how to adopt it responsibly with the right governance, the right partners, and the right balance between technology and human oversight.
Digital Assets Are Coming For Payments. Are Credit Unions Ready?
Andrew Lepczyk
McKinsey projects trillions of dollars in growth across digital assets, with money movement emerging as one of the biggest opportunities.
The Long Game For Fintech At FORUM Credit Union
Marc Rapport
The Indiana cooperative blends internal development with selective partnerships to meet members’ needs today now while positioning for what’s next.
Mission Fed Weighs Fintech Returns Against Real-World Fit
Marc Rapport
The San Diego cooperative leans on its CUSO and the CURQL network to make fintech investments, but member needs still guide which solutions ultimately make it into the credit union’s operations.
AI Boot Camp Is More Than Basic Training At Clearview FCU
Aaron Passman
Hands-on work with artificial intelligence tools is future-proofing staff members, giving them the confidence to adopt new technology and embrace efficiencies.