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.
1Q24 Trendwatch
May 14, 2024
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Join us for an insightful discussion on the latest trends impacting credit unions in 2024. Hosted by Jay Johnson, Chief Collaboration Officer, and Will Hunt, Director of Industry Analytics at Callahan & Associates. This webinar will explore key economic developments, credit union performance highlights, and innovative strategies to navigate slow growth while uncovering new opportunities.
How MSUFCU Integrates Teams For Seamless Change Management
May 13, 2024
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The Michigan cooperative is focusing on people as much as process to prepare employees for new products, policies, and more.
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.
1Q24 Trendwatch
Join us for an insightful discussion on the latest trends impacting credit unions in 2024. Hosted by Jay Johnson, Chief Collaboration Officer, and Will Hunt, ...
How MSUFCU Integrates Teams For Seamless Change Management
The Michigan cooperative is focusing on people as much as process to prepare employees for new products, policies, and more.
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 ...
Browse Topics
Growth Is A Mindset, But Success Is In The Contract
Callahan & Associates
Arriba Advisors co-founder Tom Russell explores how credit unions can bridge the gap between a growth mindset and their technical reality.
Fraud Is Faster, Smarter, And Harder To Stop. Here’s How To.
Callahan & Associates
RKL offers insight, expertise, and experience to help fight off growing threats.
The Numbers Are Good. The Moment Is Hard.
William Hunt
Members are anxious about their financial futures, even as credit unions remain financially strong. Institutions that respond to this moment can make 2026 a turning point.
Wages Are Growing. Wallets Are Not.
Sherry Virden
Global events are flowing directly into household budgets, reshaping how credit union members save, borrow, and cope. Such trends don’t always show up in headline data.
Credit Unions Are Having A Margin Moment
Tony Waltrich
Credit unions are benefiting from a rare margin advantage as loans reprice slower than deposits. The question now is how institutions will use that strength to better serve members.
Where Have All The Members Gone?
Omar Shalabi
Membership growth is slowing, but financial activity is not. What does the modern financial relationship look like?
5 Takeaways From First Quarter Credit Union Performance Data
William Hunt
Inflation, war, and uncertain futures have reshaped members’ needs in 2026. What does credit union performance data from the first quarter of 2026 say about household budgets, inflation pressures, and more?
New Highs For Equity Markets Despite Iran And Oil Prices
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
New Graduates Face A Cautious Job-Hiring Landscape
Tony Waltrich
Today’s job market is shaped by skills based expectations, with employers slowing entry level hiring and placing greater emphasis on applied experience.
A Credit Union Journey Into Cryptocurrency And Stablecoins
Savana Morie
St. Cloud Financial is betting on digital assets to protect member relationships and future relevance. It’s picked up lessons for other leaders along the way.
Markets Are Forced To Reprice Yet Again