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.
Putting CECL Accounting To The Test
August 4, 2024
No Comments
Credit union CFOs say the new standard has created clear processes and more collaboration between finance and lending, while adding even more work to an age-old process.
Credit Card Spending Is Up. Is Your Program Competitive?
August 4, 2024
No Comments
With costs and regulatory pressures rising, many institutions are turning to an agent-issuing model to ensure members get superior service.
Tackle Margin Compression By Transforming Your Lending Operations
August 4, 2024
No Comments
A digital loan origination system can revolutionize a credit union’s lending process by boosting efficiency, minimizing risk, and enhancing the borrower experience.
5 Graphs That Explain Loan Demand
August 4, 2024
No Comments
From sky-high housing prices to increased credit card spending and beyond, these are the prime factors influencing today’s lending landscape.
Better Deposit Strategies Elevate Member Experience
July 28, 2024
No Comments
With deposits per branch up 50% in the past five years, many credit unions are redeploying staff to provide more holistic offerings such as financial counseling.
Langley FCU Offers Financial Refuge For Struggling Savers
July 28, 2024
No Comments
The Virginia cooperative bucks the CD trend with a high-rate savings product aimed at members who need help building budgetary resiliency.
NCUA’s New Fee-Reporting Rules: Your Questions Answered
July 28, 2024
No Comments
With “junk fees” in the crosshairs in Washington, Callahan takes a deep dive into how that revenue impacts the balance sheet and what the future could hold.
Navigating The Indirect Auto Loan Industry In A Competitive Market
July 28, 2024
No Comments
In this Q&A, CRIF Select President Jeremy Engbrecht explains how credit unions are navigating the competitive indirect auto loan industry.
Understanding Funds Transfer Pricing (FTP)
July 24, 2024
No Comments
If Net Interest Margin is the heart of a financial institution’s Net Income, then Funds Transfer Pricing is the heart of managing and improving Net Interest Margin.
Beating The Odds With Business Checking
July 22, 2024
No Comments
Greenwood and Metro Credit Unions are both reporting deposit growth far above the industry average, thanks in part to a focus on commercial accounts.
Putting CECL Accounting To The Test
Credit union CFOs say the new standard has created clear processes and more collaboration between finance and lending, while adding even more work to an ...
Credit Card Spending Is Up. Is Your Program Competitive?
With costs and regulatory pressures rising, many institutions are turning to an agent-issuing model to ensure members get superior service.
Tackle Margin Compression By Transforming Your Lending Operations
A digital loan origination system can revolutionize a credit union’s lending process by boosting efficiency, minimizing risk, and enhancing the borrower experience.
5 Graphs That Explain Loan Demand
From sky-high housing prices to increased credit card spending and beyond, these are the prime factors influencing today's lending landscape.
Better Deposit Strategies Elevate Member Experience
With deposits per branch up 50% in the past five years, many credit unions are redeploying staff to provide more holistic offerings such as financial ...
Langley FCU Offers Financial Refuge For Struggling Savers
The Virginia cooperative bucks the CD trend with a high-rate savings product aimed at members who need help building budgetary resiliency.
NCUA’s New Fee-Reporting Rules: Your Questions Answered
With “junk fees” in the crosshairs in Washington, Callahan takes a deep dive into how that revenue impacts the balance sheet and what the future ...
Navigating The Indirect Auto Loan Industry In A Competitive Market
In this Q&A, CRIF Select President Jeremy Engbrecht explains how credit unions are navigating the competitive indirect auto loan industry.
Understanding Funds Transfer Pricing (FTP)
If Net Interest Margin is the heart of a financial institution’s Net Income, then Funds Transfer Pricing is the heart of managing and improving Net ...
Beating The Odds With Business Checking
Greenwood and Metro Credit Unions are both reporting deposit growth far above the industry average, thanks in part to a focus on commercial accounts.
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.