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 Are Spending Money To Lend Money
May 30, 2023
No Comments
First quarter data shows the cost of funds increased 78 basis points annually as share certificate balance growth helped credit unions build liquidity.
1Q23 Trendwatch
May 18, 2023
No Comments
Watch the recording of Trendwatch to learn about credit union performance trends gathered from 1Q 2023 data.
5 Takeaways From Trendwatch 1Q 2023
May 15, 2023
No Comments
A preview of the economic and performance trends that shaped the credit union industry during the first quarter, and how that could impact the months to come.
Credit Union Liquidity Profile By State
May 15, 2023
No Comments
The failure of First Republic Bank in early May has consumers worried about liquidity in the financial system. Here’s where credit unions landed at year-end 2022.
Markets Are In A Holding Pattern. The Uncertainty Is Palpable.
May 15, 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.
Making The Most Of Member Experience
May 8, 2023
No Comments
After a year filled with economic uncertainty and recent high-profile bank failures, there’s more reason than ever for credit unions to double down on service.
Shifts In Asset Quality Could Shape The Year Ahead
May 8, 2023
No Comments
After a tumultuous 2022, many institutions are closely eying delinquencies and charge-offs in the hopes of warding off widespread problems.
Share Growth Slows In Lockstep With Personal Savings Rate
May 8, 2023
No Comments
Annual share growth has slowed for seven straight quarters, mirroring the decline in the personal savings rate.
CDFI 2023: Grants, Certification and Compliance-OH MY!
May 3, 2023
No Comments
Watch now to learn all the most up to date information regarding All Things CDFI
Silicon Valley Bank Failure: FASB And Auditor Implications
April 24, 2023
No Comments
The accounting standard concerning intent and ability was violated, and those charged with governance and oversight of the bank failed in their roles. All of these parties should be held accountable.
Credit Unions Are Spending Money To Lend Money
First quarter data shows the cost of funds increased 78 basis points annually as share certificate balance growth helped credit unions build liquidity.
1Q23 Trendwatch
Watch the recording of Trendwatch to learn about credit union performance trends gathered from 1Q 2023 data.
5 Takeaways From Trendwatch 1Q 2023
A preview of the economic and performance trends that shaped the credit union industry during the first quarter, and how that could impact the months ...
Credit Union Liquidity Profile By State
The failure of First Republic Bank in early May has consumers worried about liquidity in the financial system. Here’s where credit unions landed at year-end ...
Markets Are In A Holding Pattern. The Uncertainty Is Palpable.
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
Shifts In Asset Quality Could Shape The Year Ahead
After a tumultuous 2022, many institutions are closely eying delinquencies and charge-offs in the hopes of warding off widespread problems.
Share Growth Slows In Lockstep With Personal Savings Rate
Annual share growth has slowed for seven straight quarters, mirroring the decline in the personal savings rate.
CDFI 2023: Grants, Certification and Compliance-OH MY!
Watch now to learn all the most up to date information regarding All Things CDFI
Silicon Valley Bank Failure: FASB And Auditor Implications
The accounting standard concerning intent and ability was violated, and those charged with governance and oversight of the bank failed in their roles. All of ...
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.
Making The Most Of Member Experience