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.
A New Economic Environment Demands New Perspectives
March 2, 2024
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Credit union leaders can lead their organizations through a period of uncertainty by looking at results through a different lens.
A Financial Shelter For Vulnerable Homeowners
February 26, 2024
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A collaboration between Freedom First FCU and a local nonprofit is helping consumers ensure they can afford to buy a home and stay there for the long haul.
Where Are CDFI Designations Most Prevalent?
February 26, 2024
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A look at how CDFI credit unions stack up in performance as well as geography.
22% Of Americans Have No Emergency Savings
February 19, 2024
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The average share balance per credit union member dropped more than $200 across 2023 as high inflation weakened savings.
Trendwatch 4Q23
February 15, 2024
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Join us for an insightful discussion on the latest trends impacting credit unions in 2023. This webinar will explore key economic developments, credit union performance highlights, and innovative strategies to navigate slow growth while uncovering new opportunities. What You’ll Learn from 4Q23 Trendwatch Credit Union Strengths & Opportunities: Data-driven insights for growth and success. Industry-Wide
A Big-Picture Approach To Financial Inclusion
February 12, 2024
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A billboard contest from Financial Plus Credit Union has been a boon for BIPOC businesses owners in Michigan.
5 Takeaways From Trendwatch 2023
February 9, 2024
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What might performance in 2023 mean for 2024?
The Economy Continues To Defy Pessimistic Market Narrative
February 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.
Chiefs Or 49ers? Callahan Bowl XVIII Digs Into The Data.
February 5, 2024
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The Lombardi Trophy is once again up for grabs, and credit union data can help determine this year’s Super Bowl winner.
Ready To Make The Most Of Today’s Lending Environment? Wright-Patt Credit Union Is.
February 5, 2024
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Interest rates and inflation meet member budgetary challenges, but this Ohio credit union has a plan for that.
A Financial Shelter For Vulnerable Homeowners
A collaboration between Freedom First FCU and a local nonprofit is helping consumers ensure they can afford to buy a home and stay there for ...
Where Are CDFI Designations Most Prevalent?
A look at how CDFI credit unions stack up in performance as well as geography.
22% Of Americans Have No Emergency Savings
The average share balance per credit union member dropped more than $200 across 2023 as high inflation weakened savings.
Trendwatch 4Q23
Join us for an insightful discussion on the latest trends impacting credit unions in 2023. This webinar will explore key economic developments, credit union performance ...
A Big-Picture Approach To Financial Inclusion
A billboard contest from Financial Plus Credit Union has been a boon for BIPOC businesses owners in Michigan.
The Economy Continues To Defy Pessimistic Market Narrative
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
Chiefs Or 49ers? Callahan Bowl XVIII Digs Into The Data.
The Lombardi Trophy is once again up for grabs, and credit union data can help determine this year’s Super Bowl winner.
Ready To Make The Most Of Today’s Lending Environment? Wright-Patt Credit Union Is.
Interest rates and inflation meet member budgetary challenges, but this Ohio credit union has a plan for that.
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.
A New Economic Environment Demands New Perspectives