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.
Liquid Assets Are Back To Pre-Covid Levels. Markets Are Pricing For Dovish Fed.
December 6, 2023
No Comments
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
Investments Offer A Glimmer Of Hope For Liquidity
November 27, 2023
No Comments
The average time to maturity of investment portfolios shortened in the third quarter, a positive sign for credit union liquidity.
Tightening Liquidity Pushes Cooperatives To Slow Indirect Lending
November 20, 2023
No Comments
Third quarter data highlights the dynamic between liquidity challenges and lending strategy.
Trendwatch 3Q23
November 15, 2023
No Comments
Watch Trendwatch 3Q23 to learn about credit union performance trends gathered from 3Q 2023 data.
Patelco Builds Financial Wellness One Member At A Time
November 13, 2023
No Comments
Certified staff members provide personalized guidance and coaching at the California cooperative.
Navigating Asset Quality In A Slowing Economy
November 13, 2023
No Comments
Delinquency in on the rise, but some areas of the loan portfolio are performing notably better than others.
5 Takeaways From Trendwatch 3Q 2023
November 13, 2023
No Comments
Credit union performance in the third quarter echoed that of the second, with continued tightening of liquidity, diminishing ROA, and deteriorating asset quality.
Inflation-Adjusted Yields Surge. Mortgage Rates March North Of 8% In October.
November 13, 2023
No Comments
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
Dort Financial Branches Out To Florida As Flagler Credit Union
November 6, 2023
No Comments
The Michigan-based cooperative is finalizing its acquisition of a community bank with West Palm Beach locations.
3 Trends At Low-Income And CDFI Credit Unions
October 30, 2023
No Comments
Designations focused on serving members of modest means can lead to vastly different financial outcomes for credit unions.
Investments Offer A Glimmer Of Hope For Liquidity
The average time to maturity of investment portfolios shortened in the third quarter, a positive sign for credit union liquidity.
Tightening Liquidity Pushes Cooperatives To Slow Indirect Lending
Third quarter data highlights the dynamic between liquidity challenges and lending strategy.
Trendwatch 3Q23
Watch Trendwatch 3Q23 to learn about credit union performance trends gathered from 3Q 2023 data.
Patelco Builds Financial Wellness One Member At A Time
Certified staff members provide personalized guidance and coaching at the California cooperative.
Navigating Asset Quality In A Slowing Economy
Delinquency in on the rise, but some areas of the loan portfolio are performing notably better than others.
5 Takeaways From Trendwatch 3Q 2023
Credit union performance in the third quarter echoed that of the second, with continued tightening of liquidity, diminishing ROA, and deteriorating asset quality.
Inflation-Adjusted Yields Surge. Mortgage Rates March North Of 8% In October.
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
Dort Financial Branches Out To Florida As Flagler Credit Union
The Michigan-based cooperative is finalizing its acquisition of a community bank with West Palm Beach locations.
3 Trends At Low-Income And CDFI Credit Unions
Designations focused on serving members of modest means can lead to vastly different financial outcomes for credit unions.
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.
Liquid Assets Are Back To Pre-Covid Levels. Markets Are Pricing For Dovish Fed.