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.
Can Donor-Advised Funds Make Your Philanthropy Go Further?
July 21, 2024
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Although the industry is chock-full of foundations, some institutions rely on donor-advised funds as a pathway to giving back.
Understanding NCUA’s 2023 Grant Funding
July 15, 2024
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The regulator’s Community Development Revolving Loan Fund distributed $3.8 million in grant funding last year, benefitting more than 140 credit unions.
How Are Credit Unions Navigating The Fintech Frontier?
July 8, 2024
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Technology partnerships offer a path to innovation and enhanced member service.
Coloramo Rolls Out A ‘Real’ Strategy To Attract Young Members
July 8, 2024
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The Colorado credit union has debuted a digital brand targeting young consumers and plans to make it available to the entire industry.
Revisiting 2024 Economic Themes At Midyear
July 8, 2024
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Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
Community Financial Flips The Script On Junk Fees
June 24, 2024
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The Michigan credit union has dropped punitive overdraft fees in favor of a checking account feature that helps members save money when their spending outstrips their budget.
Share Draft And Auto Loan Penetration Jump Substantially
June 24, 2024
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Penetration growth is uneven across product lines, with share draft and auto loans blazing a trail in the past decade while other products remain stagnant.
Macroeconomic Indicators To Watch In 2024
June 17, 2024
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Six data points showcase what’s happening in the larger economy that could direct credit union decision-making for the rest of the year.
Is Growth The Goal Or The Result?
June 17, 2024
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Credit unions that want to remain relevant might need to rethink how they approach the “G” word.
Rising Interest Rates Are Good For Something
June 17, 2024
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Revenue per member has soared despite an industrywide slowdown in membership growth.
Can Donor-Advised Funds Make Your Philanthropy Go Further?
Although the industry is chock-full of foundations, some institutions rely on donor-advised funds as a pathway to giving back.
Understanding NCUA’s 2023 Grant Funding
The regulator’s Community Development Revolving Loan Fund distributed $3.8 million in grant funding last year, benefitting more than 140 credit unions.
How Are Credit Unions Navigating The Fintech Frontier?
Technology partnerships offer a path to innovation and enhanced member service.
Coloramo Rolls Out A ‘Real’ Strategy To Attract Young Members
The Colorado credit union has debuted a digital brand targeting young consumers and plans to make it available to the entire industry.
Community Financial Flips The Script On Junk Fees
The Michigan credit union has dropped punitive overdraft fees in favor of a checking account feature that helps members save money when their spending outstrips ...
Share Draft And Auto Loan Penetration Jump Substantially
Penetration growth is uneven across product lines, with share draft and auto loans blazing a trail in the past decade while other products remain stagnant.
Macroeconomic Indicators To Watch In 2024
Six data points showcase what's happening in the larger economy that could direct credit union decision-making for the rest of the year.
Is Growth The Goal Or The Result?
Credit unions that want to remain relevant might need to rethink how they approach the “G” word.
Rising Interest Rates Are Good For Something
Revenue per member has soared despite an industrywide slowdown in membership growth.
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.
Revisiting 2024 Economic Themes At Midyear