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.
Upside Surprises Spark Market Repricing
March 20, 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.
After 7 Years, CECL Is Here. Quest FCU Was Ready.
March 20, 2023
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The Ohio cooperative has been working with vendors and testing new solutions to find the right fit for the new reporting standards.
5 Lessons For Credit Unions From Silicon Valley Bank’s Collapse
March 15, 2023
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The crisis is still unfolding, but the latest high-profile bank failure has plenty of takeaways for credit unions around asset management, net worth, communication, and more.
Borrowing Costs Pinch Credit Unions
March 7, 2023
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Line of credit usage increased just as the Federal Reserve began to hike interest rates, increasing the cost of borrowing for credit unions across the country.
Loan Growth Smashed Records In The Fourth Quarter
March 6, 2023
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Loan balances were up 20% year-over-year, surpassing the previous industry record.
5 Takeaways From Trendwatch 4Q 2022
February 21, 2023
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Dive into the performance trends that shaped the final quarter of the year, and learn how those metrics could impact the months ahead.
Is The Fed Finally Winning Its War On Inflation?
February 21, 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.
4Q22 Trendwatch
February 17, 2023
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Watch the recording of Trendwatch to learn about credit union performance trends gathered from 4Q 2022 data.
Leveraging your Budgeting and Planning Processes to Optimize Performance in Today’s Environment
February 13, 2023
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As Credit Unions plan for 2023, 2024 and beyond, they are trying to figure out how to optimize performance in the face of uncertain times. Will interest rates continue to rise or will rates actually start to level off and maybe even decline, will the tight labor market and rising labor costs continue to push
Exit Interview: Dave Roughton, SAFE Credit Union
February 13, 2023
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From the coin vault to the corner office, Dave Roughton looks back on a career and to the future of an industry with impact in mind.
Upside Surprises Spark Market Repricing
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
After 7 Years, CECL Is Here. Quest FCU Was Ready.
The Ohio cooperative has been working with vendors and testing new solutions to find the right fit for the new reporting standards.
5 Lessons For Credit Unions From Silicon Valley Bank’s Collapse
The crisis is still unfolding, but the latest high-profile bank failure has plenty of takeaways for credit unions around asset management, net worth, communication, and ...
Borrowing Costs Pinch Credit Unions
Line of credit usage increased just as the Federal Reserve began to hike interest rates, increasing the cost of borrowing for credit unions across the ...
Loan Growth Smashed Records In The Fourth Quarter
Loan balances were up 20% year-over-year, surpassing the previous industry record.
5 Takeaways From Trendwatch 4Q 2022
Dive into the performance trends that shaped the final quarter of the year, and learn how those metrics could impact the months ahead.
4Q22 Trendwatch
Watch the recording of Trendwatch to learn about credit union performance trends gathered from 4Q 2022 data.
Leveraging your Budgeting and Planning Processes to Optimize Performance in Today’s Environment
As Credit Unions plan for 2023, 2024 and beyond, they are trying to figure out how to optimize performance in the face of uncertain times. ...
Exit Interview: Dave Roughton, SAFE Credit Union
From the coin vault to the corner office, Dave Roughton looks back on a career and to the future of an industry with impact in ...
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.
Is The Fed Finally Winning Its War On Inflation?