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.
Investment Trends And Insights For Credit Unions
March 29, 2022
No Comments
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
No Comments
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
No Comments
Cooperatives are using cash to meet rebounding loan demand and invest in higher-yielding securities and investments.
Industry Performance: Auto (4Q21)
March 28, 2022
No Comments
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
No Comments
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
No Comments
Inflation and international trade sanctions cast shadows over member spending behavior in the near future.
Industry Performance: Shares (4Q21)
March 28, 2022
No Comments
Consumers spent at pre-pandemic levels through the second half of the year.
Callahan’s Guide To The 2022 Final Four
March 22, 2022
No Comments
The sports analysts at Callahan & Associates wrap up March Madness with predictions based on credit union performance data. Which team will reign supreme?
Industry Performance: Macro (4Q21)
March 21, 2022
No Comments
The global economy was rebounding at the end of 2021. So, too, were U.S. credit unions. But tensions in Europe and increasingly high inflation projections suggest significant headwinds for 2022.
Is Your Credit Union Prepared for the CDFI Emergency Support and Minority Lending Grant?
March 16, 2022
No Comments
The Treasury has said it will be rolling out the long-awaited $1.75B Emergency Support and Minority Lending Program Grant funds in the spring of 2022. That’s over five times as much as the CDFI’s FY 2022 FA budget, and Spring is just a few weeks away… are you ready?
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?
Industry Performance: Macro (4Q21)
The global economy was rebounding at the end of 2021. So, too, were U.S. credit unions. But tensions in Europe and increasingly high inflation projections ...
Is Your Credit Union Prepared for the CDFI Emergency Support and Minority Lending Grant?
The Treasury has said it will be rolling out the long-awaited $1.75B Emergency Support and Minority Lending Program Grant funds in the spring of 2022. ...
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.