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.
Credit Union Employees Step Up Amid Labor Shortages
August 19, 2024
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With membership growth outpacing employee growth, member service representatives today are serving more members than they did five years ago.
Trendwatch 2Q24
August 14, 2024
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Join us for an insightful discussion on the latest trends shaping credit unions in 2Q24. Hosted by Jay Johnson, Chief Collaboration Officer, and Alex Gekas, Vice President of Marketing, at Callahan & Associates, this webinar offers a deep dive into vital financial and operational metrics, industry benchmarks, and strategies for success in today’s challenging economic
5 Lessons For Buying A Bank
August 11, 2024
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Bank purchases have become an increasingly popular expansion strategy. Here are five lessons from credit unions who’ve been through the trenches.
5 Takeaways From Trendwatch 2Q 2024
August 11, 2024
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Originations, margins, and auto lending highlight a few of the key themes in the second quarter.
What’s In A Charter Type?
August 11, 2024
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Whether a credit union selects a federal or state charter depends heavily on that institution’s regulatory needs and expansion goals.
2 Approaches To Multi-State Expansion
August 11, 2024
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From overcoming charter challenges to a focus on SEGs, Mountain America and United FCU outline how their growth trajectories extend beyond the state line.
So Much For Calmer Markets
August 8, 2024
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Despite a likely ease in monetary policy coming soon from the Federal Reserve, early August has seen plenty of tumult.
Millennials Are Driving Mortgage Growth At These Credit Unions
August 4, 2024
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Discover how Liberty FCU and Veridian Credit Union are successfully increasing mortgage portfolios with strategies tailored to Gen Z and millennials.
Putting CECL Accounting To The Test
August 4, 2024
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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
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With costs and regulatory pressures rising, many institutions are turning to an agent-issuing model to ensure members get superior service.
Credit Union Employees Step Up Amid Labor Shortages
With membership growth outpacing employee growth, member service representatives today are serving more members than they did five years ago.
Trendwatch 2Q24
Join us for an insightful discussion on the latest trends shaping credit unions in 2Q24. Hosted by Jay Johnson, Chief Collaboration Officer, and Alex Gekas, ...
5 Lessons For Buying A Bank
Bank purchases have become an increasingly popular expansion strategy. Here are five lessons from credit unions who’ve been through the trenches.
5 Takeaways From Trendwatch 2Q 2024
Originations, margins, and auto lending highlight a few of the key themes in the second quarter.
What’s In A Charter Type?
Whether a credit union selects a federal or state charter depends heavily on that institution's regulatory needs and expansion goals.
2 Approaches To Multi-State Expansion
From overcoming charter challenges to a focus on SEGs, Mountain America and United FCU outline how their growth trajectories extend beyond the state line.
Millennials Are Driving Mortgage Growth At These Credit Unions
Discover how Liberty FCU and Veridian Credit Union are successfully increasing mortgage portfolios with strategies tailored to Gen Z and millennials.
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.
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.
So Much For Calmer Markets