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.
Shifts In Asset Quality Could Shape The Year Ahead
May 8, 2023
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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
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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
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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
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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.
The Liquidity Crisis (And How To Handle It)
April 24, 2023
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What has happened to liquidity in the past year, and how are credit unions managing the current dearth of incoming funds?
Credit Union Hiring Outperforms National Trends
April 17, 2023
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Hiring slowed during the pandemic, but credit union employee growth beat the national average.
Something Finally Broke: A Recap Of Banking Turmoil
April 17, 2023
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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.
2023 Credit Card Market Overview
April 13, 2023
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This session, presented by TRK Advisors and Elan Credit Card, will explore how credit unions are competing against dominant credit card issuers and what to expect in 2023.
Callahan’s Guide To The 2023 Final Four
March 28, 2023
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The sports analysts at Callahan & Associates wrap up March Madness with predictions based on credit union performance data. Which team will reign supreme?
A Strategy To Build A Stash Of Non-Member Cash
March 27, 2023
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GreenState Credit Union has refined the art of managing its liquidity pipeline with non-member deposits.
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
The Liquidity Crisis (And How To Handle It)
What has happened to liquidity in the past year, and how are credit unions managing the current dearth of incoming funds?
Credit Union Hiring Outperforms National Trends
Hiring slowed during the pandemic, but credit union employee growth beat the national average.
Something Finally Broke: A Recap Of Banking Turmoil
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
2023 Credit Card Market Overview
This session, presented by TRK Advisors and Elan Credit Card, will explore how credit unions are competing against dominant credit card issuers and what to expect in 2023.
Callahan’s Guide To The 2023 Final Four
The sports analysts at Callahan & Associates wrap up March Madness with predictions based on credit union performance data. Which team will reign supreme?
A Strategy To Build A Stash Of Non-Member Cash
GreenState Credit Union has refined the art of managing its liquidity pipeline with non-member deposits.
Browse Topics
The Merchant Services Advantage For Credit Unions
Callahan & Associates
Payment capabilities increasingly shape how business owners evaluate their primary financial institution
Coffee And A Smile? Not Good Enough.
Aaron Passman
Coffee and a smile still matter — they’re just not enough. That’s why credit unions are redefining member experience across digital, data, and the entire organization.
6 Takes On Today’s Member Experience: Andre Vygnansk
Marc Rapport
The CXO of OUR Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
Don’t Wait For Data. FirstLook Analysis Is Available Today.
Callahan & Associates
Callahan & Associates provides an early look at quarterly performance results. Sneak a peek at the latest trends here.
6 Takes On Today’s Member Experience: Stacy Armijo
Marc Rapport
The CXO of Amplify Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Inna Sprague
Marc Rapport
The CXO of Teachers FCU talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
Closing The “Confidence Gap:” Using Segmentation To Deepen Member Loyalty
Callahan & Associates
Credit unions can’t deepen loyalty with a one-size-fits-all experience. Life-stage segmentation helps institutions build relevance, confidence, and trust.
6 Takes On Today’s Member Experience: Kim Riley
Marc Rapport
The CXO of Wright-Patt Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
When Everyone Owns The Member Experience, No One Does
Marc Rapport
Shared ownership can quietly fracture a member journey. FORUM Credit Union leans on clear accountability to keep channels aligned.
6 Takes On Today’s Member Experience
Marc Rapport
Member experience leaders talk about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
Silicon Valley Bank Failure: FASB And Auditor Implications