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 Unions Increase Dividend Options To Keep Pace With Savings Alternatives
July 10, 2023
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Ongoing interest rate increases have driven credit unions to raise dividend payouts to keep funds in-house.
Revenue And Loan Originations Increase Alongside Credit Union Hiring
July 10, 2023
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Rate hikes and bank failures create concerns about market stability, but job numbers remain a beacon of optimism.
Consumers Are Shying Away From Fixed-Rate Mortgages
July 3, 2023
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As the market shifts and borrowing costs rise, adjustable-rate home loans are becoming popular once again.
Dividends Per Member Are On The Rise. So Are Member Relationships.
June 26, 2023
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First quarter data highlights how credit unions have an opportunity to extend a guiding hand to consumers who might not be prudently addressing their financial situation.
Home Ownership Is Out Of Reach
June 26, 2023
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Housing is less affordable today than it was before the 2008 housing crisis. How did we get here? And how can credit unions help?
‘Pathway’ Products Help Members Connect With What Matters Most
June 19, 2023
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Connex Credit Union accelerates its service after 80 years of helping working folks fare better.
ValleyStar Credit Union Taps Student Talent
June 12, 2023
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A collaboration between the credit union and Virginia Tech is benefitting the credit union while also providing master’s degree candidates real-world business experience.
How Did First Quarter Economic Trends Impact Credit Unions?
June 12, 2023
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Inflation eased, and GDP was better than expected, but widespread uncertainty has members seeking financial stability.
Smarter Loans For Smarter Homes
May 30, 2023
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A new loan at Guadalupe Credit Union helps low-income homeowners save cash while increasing comfort.
8 Steps For Building A Purpose-Driven Growth Strategy
May 30, 2023
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A well-defined purpose drives member and employee engagement, which in turn drives sustainable growth.
Credit Unions Increase Dividend Options To Keep Pace With Savings Alternatives
Ongoing interest rate increases have driven credit unions to raise dividend payouts to keep funds in-house.
Revenue And Loan Originations Increase Alongside Credit Union Hiring
Rate hikes and bank failures create concerns about market stability, but job numbers remain a beacon of optimism.
Consumers Are Shying Away From Fixed-Rate Mortgages
As the market shifts and borrowing costs rise, adjustable-rate home loans are becoming popular once again.
Dividends Per Member Are On The Rise. So Are Member Relationships.
First quarter data highlights how credit unions have an opportunity to extend a guiding hand to consumers who might not be prudently addressing their financial ...
Home Ownership Is Out Of Reach
Housing is less affordable today than it was before the 2008 housing crisis. How did we get here? And how can credit unions help?
‘Pathway’ Products Help Members Connect With What Matters Most
Connex Credit Union accelerates its service after 80 years of helping working folks fare better.
ValleyStar Credit Union Taps Student Talent
A collaboration between the credit union and Virginia Tech is benefitting the credit union while also providing master’s degree candidates real-world business experience.
How Did First Quarter Economic Trends Impact Credit Unions?
Inflation eased, and GDP was better than expected, but widespread uncertainty has members seeking financial stability.
Smarter Loans For Smarter Homes
A new loan at Guadalupe Credit Union helps low-income homeowners save cash while increasing comfort.
8 Steps For Building A Purpose-Driven Growth Strategy
A well-defined purpose drives member and employee engagement, which in turn drives sustainable growth.
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.