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.
5 Takeaways From Trendwatch 1Q 2024
May 13, 2024
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Asset quality, liquidity, and revenue are all on the minds of credit union leaders. Here’s what the data has to say about that and more.
The Strategic Advantage Of Residual-Based Financing
May 13, 2024
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Credit unions are facing unique challenges as economic pressures deter potential buyers who are struggling with affordability.
Markets Are Forced To Reprice Yet Again
May 6, 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.
All Things CDFI: Recertification, Grants and Greenhouse Gas Reduction Awards
May 6, 2024
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Watch CU Strategic Planning’s experts discuss: Recertification – what needs to be done NOW to retain your certification and how CU Strategic Planning can help you with 2023 and 2024 data. The new certification standards – how to work with them to benefit your credit union, and how the new reg impacts current CDFI awards. Greenhouse
Process Improvement Is Job No. 1 At Firefighters First
May 6, 2024
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Five specialists embedded across various departments spot opportunities to improve workflow and the member experience.
The Buzz Explained: How Credit Unions Are Set To Triple Deposits In 2024
April 29, 2024
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Hundreds of credit unions are changing their product roadmaps to increase deposit growth by using their community affinity and prioritizing digital experiences for millions of members that the younger generations demand. New, popular solutions allow credit unions to reach younger, more engaged members, empowering them to achieve financial wellness and make an impact in their community through everyday banking.
Low Battery? These Credit Unions Can Help.
April 22, 2024
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Rising electric vehicle usage has led some institutions to install electric vehicle charging stations at branches. The move could help both the planet and the bottom line.
3 Ways Credit Unions Can Compete With Banks Without Cutting Into Margins
April 22, 2024
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The playing field isn’t always even, but credit unions can attract new members, increase deposit volume, and remain viable without sacrificing ethics, standards, or community commitment.
NCUA’s 2024 Supervisory Priorities
April 19, 2024
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During this insightful session, Callahan’s industry analytics experts will break down three key focus areas for credit union leaders: liquidity, credit, and interest rate risk.
Fed Leaders Hope To Avoid Repeating The Mistakes Of The 1970s
April 9, 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.
5 Takeaways From Trendwatch 1Q 2024
Asset quality, liquidity, and revenue are all on the minds of credit union leaders. Here's what the data has to say about that and more.
The Strategic Advantage Of Residual-Based Financing
Credit unions are facing unique challenges as economic pressures deter potential buyers who are struggling with affordability.
All Things CDFI: Recertification, Grants and Greenhouse Gas Reduction Awards
Watch CU Strategic Planning’s experts discuss: Recertification – what needs to be done NOW to retain your certification and how CU Strategic Planning can help you ...
Process Improvement Is Job No. 1 At Firefighters First
Five specialists embedded across various departments spot opportunities to improve workflow and the member experience.
The Buzz Explained: How Credit Unions Are Set To Triple Deposits In 2024
Hundreds of credit unions are changing their product roadmaps to increase deposit growth by using their community affinity and prioritizing digital experiences for millions of ...
Low Battery? These Credit Unions Can Help.
Rising electric vehicle usage has led some institutions to install electric vehicle charging stations at branches. The move could help both the planet and the ...
3 Ways Credit Unions Can Compete With Banks Without Cutting Into Margins
The playing field isn’t always even, but credit unions can attract new members, increase deposit volume, and remain viable without sacrificing ethics, standards, or community ...
NCUA’s 2024 Supervisory Priorities
During this insightful session, Callahan’s industry analytics experts will break down three key focus areas for credit union leaders: liquidity, credit, and interest rate risk.
Fed Leaders Hope To Avoid Repeating The Mistakes Of The 1970s
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
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Markets React To Consequential Announcements
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Meet The Finalists For The 2026 Innovation Series: Data And Decision Intelligence
Callahan & Associates
This year’s finalists are reimagining how credit unions use data to boost service levels and improve efficiencies.
A New Product Playbook Is Driving Change At Premier Credit Union
Savana Morie
In order to adopt a more proactive strategy, the Iowa cooperative is using a dedicated product development team to promote visibility and follow-through from idea to launch.
Meet The Finalists For The 2026 Innovation Series: AI-Powered Member Experience
Callahan & Associates
This year’s finalists are reimagining how credit unions can use AI to combine cutting-edge technology with old-school member service.
When Members Don’t Turn To FIs, They Turn To Friends And Family
Andrew Lepczyk
Financial advice comes in many forms. How can credits union make sure they are the No. 1 choice for their members?
Meet The Finalists For The 2026 Innovation Series: Reimagining The Lending Experience
Callahan & Associates
This year’s finalists are uncovering new ways to harness the power of technology to improve and expand lending across the industry.
A Small Match Builds Big Emergency Savings At Lake Trust
Aaron Passman
A program to help staffers improve their savings skills generated more than $200,000 in deposits and helped change participants’ financial habits.
Credit Union Data Predicts Who Will Win Super Bowl 2026
Andrew Lepczyk
As Super Bowl LX nears, the Callahan Bowl prediction model says the Seahawks will see green en route to the Lombardi Trophy.
140 Million Reasons To Lend
Aaron Passman
Lending is evolving, and credit unions are adapting. This week, CreditUnions.com examines how shifting economic conditions are reshaping lending strategies.
Rethinking Auto Lending And The Choices Facing Credit Union Leaders
Callahan & Associates
Affordability pressures, extended loan terms, and shifting vehicle values are forcing institutions to look beyond familiar structures and reconsider how to balance risk and return.
Markets Are Forced To Reprice Yet Again