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.
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.
3 Ways To Measure For Better Marketing
February 13, 2023
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Marketing leaders share one strategy they use to demonstrate the goals of the department and its value to the organization.
Loan Balances Reached Record-Breaking YOY Growth
February 6, 2023
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Outstanding loan balances grew 19.1% in the third quarter of 2022. That number has never been higher at U.S. credit unions. What else happened in the loan portfolio?
Making Predictions For The Big Game? Callahan Bowl XVII Can Help.
February 6, 2023
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A look at the lending performance of credit unions in Kansas City and Philadelphia offers a novel way to forecast the winner of this year’s big game.
Overdraft Fees Rose 18% In 2022. How Will This Impact Collections In 2023?
February 6, 2023
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Overdraft fees are an early warning sign of potential delinquency. Proactive communication is critical.
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 ...
3 Ways To Measure For Better Marketing
Marketing leaders share one strategy they use to demonstrate the goals of the department and its value to the organization.
Loan Balances Reached Record-Breaking YOY Growth
Outstanding loan balances grew 19.1% in the third quarter of 2022. That number has never been higher at U.S. credit unions. What else happened in ...
Making Predictions For The Big Game? Callahan Bowl XVII Can Help.
A look at the lending performance of credit unions in Kansas City and Philadelphia offers a novel way to forecast the winner of this year’s ...
Overdraft Fees Rose 18% In 2022. How Will This Impact Collections In 2023?
Overdraft fees are an early warning sign of potential delinquency. Proactive communication is critical.
Browse Topics
Innovation Only Goes So Far Without Internal Alignment
Marc Rapport
Coastal Credit Union evaluates fintech through the lens of member value, strategic growth, and organizational readiness to implement new ideas.
Future Bets For Fintech
Rebecca Wessler
Credit unions are making decisions about where to build, invest, and partner as they balance today’s priorities with tomorrow’s opportunities.
Future Bets From Today’s Credit Unions
Marc Rapport
Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.
Competing For Gen Z, SMBs, And The Future Of Money
Callahan & Associates
Credit unions that enable seamless movement between fiat and digital assets position themselves as a trusted on- and off-ramp.
The Financial Readiness Gap: Credit Unions Evaluate It Every Day. But Who Builds It?
Callahan & Associates
The credit unions that win the next generation will be the ones that showed up early, when young members were forming habits and deciding whom to trust.
Defending Your Credit Union Against Fraud Means Fighting Fire With Smarter Fire
Callahan & Associates
The challenge is no longer whether to adopt AI, but how to adopt it responsibly with the right governance, the right partners, and the right balance between technology and human oversight.
Digital Assets Are Coming For Payments. Are Credit Unions Ready?
Andrew Lepczyk
McKinsey projects trillions of dollars in growth across digital assets, with money movement emerging as one of the biggest opportunities.
The Long Game For Fintech At FORUM Credit Union
Marc Rapport
The Indiana cooperative blends internal development with selective partnerships to meet members’ needs today now while positioning for what’s next.
Mission Fed Weighs Fintech Returns Against Real-World Fit
Marc Rapport
The San Diego cooperative leans on its CUSO and the CURQL network to make fintech investments, but member needs still guide which solutions ultimately make it into the credit union’s operations.
AI Boot Camp Is More Than Basic Training At Clearview FCU
Aaron Passman
Hands-on work with artificial intelligence tools is future-proofing staff members, giving them the confidence to adopt new technology and embrace efficiencies.
Is The Fed Finally Winning Its War On Inflation?