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.
Unifying the Member Experience: How to Operationalize Your Digital Onboarding Strategy
October 20, 2021
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We discuss how credit unions approach digital innovation and what they believe is critical for a strong digital onboarding strategy that builds sustainability and long-lasting growth.
The Gradual Shift To Policy Normalization Begins
October 18, 2021
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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.
4 Reasons Credit Unions Need To Train Front-Line Staff As Financial Counselors
October 13, 2021
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When all staff can recognize members’ financial challenges and make timely recommendations, you can improve your members’ financial lives and your credit union’s bottom line.
CECL Is Coming: Are You Prepared?
October 4, 2021
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Here are some key points to consider about being qualitatively and quantitatively prepared for the new Current Expected Credit Loss (CECL) standards.
Absent Additional Stimulus, Total Industry Investments Decline In The Second Quarter
September 27, 2021
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Cash balances contracted 11.1% from March 31 as credit unions actively put money to work.
Markets Remain Fixated On Monetary Policy
September 20, 2021
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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.
What Does ‘Digital-First’ Mean For Clearview FCU?
September 14, 2021
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The Pennsylvania credit union is expanding its technology offerings to create internal efficiencies and improve convenience, but it’s still not cutting the branch.
What’s In A Name: COVID Recovery Program Manager
August 23, 2021
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As a business owner herself, Ivory Lloyd knows how important it is to connect local businesspeople with resources to weather this storm or create new streams of income.
Economic Cycles Are Rarely A Straight Line
August 16, 2021
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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.
3 Takeaways From Trendwatch 2Q 2021
August 11, 2021
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At second quarter, credit unions continue to guide the financial lives of their members as together they recover from the effects of the COVID-19 pandemic.
Unifying the Member Experience: How to Operationalize Your Digital Onboarding Strategy
We discuss how credit unions approach digital innovation and what they believe is critical for a strong digital onboarding strategy that builds sustainability and long-lasting ...
4 Reasons Credit Unions Need To Train Front-Line Staff As Financial Counselors
When all staff can recognize members’ financial challenges and make timely recommendations, you can improve your members’ financial lives and your credit union’s bottom line.
CECL Is Coming: Are You Prepared?
Here are some key points to consider about being qualitatively and quantitatively prepared for the new Current Expected Credit Loss (CECL) standards.
Absent Additional Stimulus, Total Industry Investments Decline In The Second Quarter
Cash balances contracted 11.1% from March 31 as credit unions actively put money to work.
Markets Remain Fixated On Monetary Policy
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
What Does ‘Digital-First’ Mean For Clearview FCU?
The Pennsylvania credit union is expanding its technology offerings to create internal efficiencies and improve convenience, but it’s still not cutting the branch.
What’s In A Name: COVID Recovery Program Manager
As a business owner herself, Ivory Lloyd knows how important it is to connect local businesspeople with resources to weather this storm or create new ...
Economic Cycles Are Rarely A Straight Line
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
3 Takeaways From Trendwatch 2Q 2021
At second quarter, credit unions continue to guide the financial lives of their members as together they recover from the effects of the COVID-19 pandemic.
Browse Topics
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.
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.
Manufactured Homes Help Close The Housing Affordability Gap
Aaron Passman
Lower prices and better amenities are making pre-built homes an appealing option for credit unions looking to bolster their balance sheet and borrowers stymied by the affordable housing crisis.
How Prepared Are U.S. Workers For Retirement? The Answer Is, ‘Not Well.’
Andrew Lepczyk
Data from Vanguard shows retirement preparation declines with age, leaving no generation fully ready. The gap presents both a challenge and an opportunity for credit unions.
What’s In A Name: Chief People And Technology Officer
Savana Morie
It’s not every day a technology leader takes over HR. Vantage West’s Rob Hoyle explains why the two disciplines are linked now more than ever.
The Employee Benefit Cost Crisis And The Financial Strategy Forward-Thinking Credit Unions Are Using To Solve It
Callahan & Associates
Rising credit union benefit costs don’t have to remain a permanent operating burden.
Financial Market Jitters Escalate
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Takeaways From Day 2 Of GAC
Aaron Passman
From macroeconomics to multiculturalism, the future of AI, and more, the second day of this year’s convention was packed with insights.
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.
The Gradual Shift To Policy Normalization Begins