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.
Cash At Credit Unions Declined 26% In The Second Quarter
September 12, 2022
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Amid market volatility and ongoing loan demand, cash balances decreased nearly $66 billion. What else happened in the investment portfolio?
5 Takeaways From Trendwatch 2Q 2022
September 7, 2022
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Macroeconomic shifts drove changes in member demand, which impacted top-level credit union metrics.
2Q22 Trendwatch
September 7, 2022
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Learn about credit union performance trends gathered from second quarter data.
Credit Union Compensation Is Not Keeping Up With Inflation
September 6, 2022
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Wage growth for full-time equivalent employees has stayed well above the Consumer Price Index for years, but surging inflation has turned the tables, resulting in a nearly six-point gap.
For Patelco, Growth Is The Icing On The Cupcake
September 5, 2022
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A new shared location with a popular cupcake shop has reversed the credit union’s fortunes in San Ramon, CA, where one branch is now serving members better than two were previously.
Clearwater Embraces Its CDFI Status
September 5, 2022
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Leaders of the Montana cooperative discuss the importance of the credit union’s certification as a community development financial institution and how that status dovetails with the institution’s broader mission.
COVID Branches Are Here To Stay
August 29, 2022
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Retrofitted locations featuring full-service ITMs and biometric authentication helped First Alliance safely serve members during the pandemic and into today.
GRAPH OF THE WEEK: Subordinated Debt Levels Surge
August 22, 2022
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U.S. Treasury investment and updated rules from the National Credit Union Administration have resulted in a massive jump in the number of credit unions issuing subordinated debt and the overall dollar amount.
GRAPH OF THE WEEK: CUSO Investments Keep Climbing
August 15, 2022
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Credit unions have seen an almost 8% rise in loans and investments to credit union service organizations since the start of the pandemic.
How Credit Unions Are Coping With Surging Mortgage Rates (Part 1)
August 1, 2022
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Some underwriting and belt-tightening, staffing and product changes are part of the response as swiftly rising rates roil the housing market.
Cash At Credit Unions Declined 26% In The Second Quarter
Amid market volatility and ongoing loan demand, cash balances decreased nearly $66 billion. What else happened in the investment portfolio?
5 Takeaways From Trendwatch 2Q 2022
Macroeconomic shifts drove changes in member demand, which impacted top-level credit union metrics.
2Q22 Trendwatch
Learn about credit union performance trends gathered from second quarter data.
Credit Union Compensation Is Not Keeping Up With Inflation
Wage growth for full-time equivalent employees has stayed well above the Consumer Price Index for years, but surging inflation has turned the tables, resulting in ...
For Patelco, Growth Is The Icing On The Cupcake
A new shared location with a popular cupcake shop has reversed the credit union’s fortunes in San Ramon, CA, where one branch is now serving ...
Clearwater Embraces Its CDFI Status
Leaders of the Montana cooperative discuss the importance of the credit union’s certification as a community development financial institution and how that status dovetails with ...
COVID Branches Are Here To Stay
Retrofitted locations featuring full-service ITMs and biometric authentication helped First Alliance safely serve members during the pandemic and into today.
GRAPH OF THE WEEK: Subordinated Debt Levels Surge
U.S. Treasury investment and updated rules from the National Credit Union Administration have resulted in a massive jump in the number of credit unions issuing ...
GRAPH OF THE WEEK: CUSO Investments Keep Climbing
Credit unions have seen an almost 8% rise in loans and investments to credit union service organizations since the start of the pandemic.
How Credit Unions Are Coping With Surging Mortgage Rates (Part 1)
Some underwriting and belt-tightening, staffing and product changes are part of the response as swiftly rising rates roil the housing market.
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.