Finance

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Top Finance Articles

Cannabis Banking In 2021

Alan Hanson, attorney with Gleam Law and Pat Duncan, vice president of compliance, Community First Credit Union, discuss the trends and risks in credit unions providing loans to cannabis businesses.

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Robust Economic Growth Expected

This monthly commentary looks beyond the headlines to uncover the driving forces behind market trends and consider how they could impact a credit union’s investment portfolio.

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Cannabis Banking In 2021

Alan Hanson, attorney with Gleam Law and Pat Duncan, vice president of compliance, Community First Credit Union, discuss the trends and risks in credit unions ...
Credit Union Industry Commentary

Community And Member Investments Support Resiliency For The Recovery Ahead

Health and economic indicators are promising, but local, national, and regulatory challenges persist.
Credit Union Industry Commentary

Robust Economic Growth Expected

This monthly commentary looks beyond the headlines to uncover the driving forces behind market trends and consider how they could impact a credit union’s investment ...
Features

A Strategy To Make Marketing Pack A More Powerful Punch

Randolph-Brooks FCU adopted an agency model for its marketing department more than a decade ago and has lessons to share for credit unions of all ...
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Swipe, Dip, Tap: Contactless Offers A New Way To Pay

The pandemic has changed the way Americans use cards. That behavior might never be the same.
Features

6 Practices To Adopt In Appointment-Only Branches

Community First Credit Union Of Florida switched to an appointment-only model in 2020. Now, it has insights on how to make the brick-and-mortar experience better ...
Features

Branch Problems Are The PIT’s

One credit union’s process improvement team tackles inefficiencies and problems. Up now? The future of the branch.
Features

Branch Problems Are The PIT’s

One credit union’s process improvement team tackles inefficiencies and problems. Up now? The future of the branch.

Managing Excess Liquidity – Investment Trends & Insights For Credit Unions

Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, discuss the ...
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How To Balance Patronage Dividends And Loan Loss Reserves

Six credit unions talk about their strategies to offer members an annual payback while still ensuring adequate coverage in loan loss accounts.
What’s In A Name: Chief Efficiency Officer

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 behind the scenes fixes into front line — and bottom-line — wins.

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Jim Morrell, Peninsula Community FCU

Jim Morrell On Leadership

The CEO of Peninsula Community Federal Credit Union highlights how active listening and lessons from the basket ball court shape a culture of inclusive banking that serves members and employees.

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