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.
2022 NCUA 5300 Call Report Changes
April 7, 2022
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This webinar will educate credit union leaders on how the upcoming 1Q22 5300 Call Report changes might impact their data, analytics, reporting, and comparative analytics programs.
Changes To The Credit Card Market Are Coming. Are you Ready?
April 4, 2022
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Managing a card program will require addressing specific challenges. Failing to prepare could result in a damaged future for the credit union’s card program
Investment Trends And Insights For Credit Unions
March 29, 2022
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Callahan & Associates; Jason Haley, chief investment officer for ALM First; and Jay Johnson, president of Trust for Credit Unions, discuss the latest economic trends and market insights.
What’s New In The 5300 Call Report?
March 28, 2022
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Major revisions to the call report take effect in the first quarter of 2022. Here’s what you need to know.
Industry Performance: Investments (4Q21)
March 28, 2022
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Cooperatives are using cash to meet rebounding loan demand and invest in higher-yielding securities and investments.
Industry Performance: Auto (4Q21)
March 28, 2022
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Vehicles are selling, but credit unions must consider the risks of financing less reliable used cars at all-time-high prices.
Industry Performance: Earnings (4Q21)
March 28, 2022
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Low loan rates are attractive to members, and credit unions have managed to offset interest spread compression through controlling or deferring expenses
Industry Performance: Member Relationships (4Q21)
March 28, 2022
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Inflation and international trade sanctions cast shadows over member spending behavior in the near future.
Industry Performance: Shares (4Q21)
March 28, 2022
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Consumers spent at pre-pandemic levels through the second half of the year.
Callahan’s Guide To The 2022 Final Four
March 22, 2022
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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?
2022 NCUA 5300 Call Report Changes
This webinar will educate credit union leaders on how the upcoming 1Q22 5300 Call Report changes might impact their data, analytics, reporting, and comparative analytics ...
Changes To The Credit Card Market Are Coming. Are you Ready?
Managing a card program will require addressing specific challenges. Failing to prepare could result in a damaged future for the credit union’s card program
Investment Trends And Insights For Credit Unions
Callahan & Associates; Jason Haley, chief investment officer for ALM First; and Jay Johnson, president of Trust for Credit Unions, discuss the latest economic trends ...
What’s New In The 5300 Call Report?
Major revisions to the call report take effect in the first quarter of 2022. Here’s what you need to know.
Industry Performance: Investments (4Q21)
Cooperatives are using cash to meet rebounding loan demand and invest in higher-yielding securities and investments.
Industry Performance: Auto (4Q21)
Vehicles are selling, but credit unions must consider the risks of financing less reliable used cars at all-time-high prices.
Industry Performance: Earnings (4Q21)
Low loan rates are attractive to members, and credit unions have managed to offset interest spread compression through controlling or deferring expenses
Industry Performance: Member Relationships (4Q21)
Inflation and international trade sanctions cast shadows over member spending behavior in the near future.
Industry Performance: Shares (4Q21)
Consumers spent at pre-pandemic levels through the second half of the year.
Callahan’s Guide To The 2022 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?
Browse Topics
Takeaways From Day 1 Of GAC
Aaron Passman
From new attitudes to new ways of thinking about service delivery, here’s a look at the first day of the industry’s biggest event.
Credit Union Storytelling With A Mission Focus
Marc Rapport
Storytelling drives growth and loyalty at Navy Federal, where real member experiences become narratives that strengthen trust, reinforce value, and build lasting relationships.
How Lake Trust Turns Member Experiences Into Brand Strategy
Savana Morie
From where stories come from to how they’re produced and distributed, Lake Trust shares how authentic member narratives strengthen its brand and show what “positive impact” looks like in action.
How An Internal Storyteller Fuels Member Growth At Navy Federal
Marc Rapport
An expert in user experience turns complex problems and opportunities into narratives that guide leaders toward confident decisions and growth-focused investment.
At Ardent Credit Union, Deposits Are A ‘Slam Dunk’
Aaron Passman
The Philadelphia-area cooperative scores among rate-shopping members with a co-branded certificate that links savings returns to college basketball results.
The Strategic Case For Rethinking Credit Card Issuing
Callahan & Associates
The credit unions that will win the next decade of card growth are those that treat credit cards not as one time product launches but as dynamic ecosystems requiring continuous investment.
What Gen Z Is Really Looking For In A Credit Union
Callahan & Associates
Gen Z’s faith in traditional institutions gives credit unions a rich opportunity to serve as a key source of financial guidance.
What’s Job No. 2?
Aaron Passman
CreditUnions.com is all-in on growth and marketing this week, spotlighting real-world strategies that help cooperatives serve members for life, invest in people, expand their impact, and more.
Community Financial Institutions Need A New Playbook To Combat Scams
Callahan & Associates
Fraud is increasing and becoming more sophisticated – and it’s often not caught until it’s too late.
The Numbers That Matter Most To Credit Unions
Aaron Passman
A look at year-end performance trends reveals how earnings, affordability pressures, and asset quality are redefining the operating environment heading into 2026.