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.
2 Ways To Approach Fee Relief For Members
April 25, 2022
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United FCU offers support by reducing overdraft and NSF fees; Amplify flat-out eliminates them.
5 Ways To Go Green
April 18, 2022
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Celebrate Earth Day with some recycled best practices featured previously on CreditUnions.com.
Q1 2022 Was Historically Bad For Fixed Income
April 18, 2022
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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.
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
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
2 Ways To Approach Fee Relief For Members
United FCU offers support by reducing overdraft and NSF fees; Amplify flat-out eliminates them.
5 Ways To Go Green
Celebrate Earth Day with some recycled best practices featured previously on CreditUnions.com.
Q1 2022 Was Historically Bad For Fixed Income
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
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
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.