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.
What’s In A Name: Sales Manager And Accountability Trainer
August 2, 2021
No Comments
Laurie Flanders cleans up the reputation of “sales” by ensuring All In Federal Credit Union serves members as it works to meet goals.
Have We Breached Peak Economic Growth?
July 26, 2021
No Comments
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
What’s In A Name: Senior Member Insights Manager
July 12, 2021
No Comments
Alliant’s Maura Ronayne uses business intelligence to help the credit union make intelligent business decisions from the member experience perspective.
12 Ratios Every Marketing Manager Should Know (Part 4)
June 30, 2021
No Comments
Key metrics to evaluate credit union marketing spend and bridge the gap between macro trends and micro performance.
12 Ratios Every Marketing Manager Should Know (Part 2)
June 30, 2021
No Comments
Key metrics to evaluate credit union marketing spend and bridge the gap between macro trends and micro performance.
15 Ratios Every Board Member Should Know (Part 1)
June 30, 2021
No Comments
12-month loan growth, provision for loan losses, loan portfolio profile: Three metrics to evaluate your credit union and bridge the gap between macro trends and micro performance.
How Will Lessons From The Pandemic Shape The Future Of Credit Unions
June 24, 2021
No Comments
As economies reopen and life regains a sense of normalcy, the industry must consider how business might evolve in the years ahead.
Investment Trends & Insights For A Changing Economic Landscape
June 22, 2021
No Comments
Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, hold a discussion about the latest economic and market insights along with investment trends based on 1Q 2021 Performance Data for all U.S. Credit Unions.
The Inflation Debate Continues
June 14, 2021
No Comments
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
Credit Union Investment Balances Surpass $700 Billion
May 31, 2021
No Comments
COVID-19 relief payments underpin a continued surge in deposits, challenging loan and investment portfolios to keep pace.
What’s In A Name: Sales Manager And Accountability Trainer
Laurie Flanders cleans up the reputation of "sales" by ensuring All In Federal Credit Union serves members as it works to meet goals.
What’s In A Name: Senior Member Insights Manager
Alliant’s Maura Ronayne uses business intelligence to help the credit union make intelligent business decisions from the member experience perspective.
12 Ratios Every Marketing Manager Should Know (Part 4)
Key metrics to evaluate credit union marketing spend and bridge the gap between macro trends and micro performance.
12 Ratios Every Marketing Manager Should Know (Part 2)
Key metrics to evaluate credit union marketing spend and bridge the gap between macro trends and micro performance.
15 Ratios Every Board Member Should Know (Part 1)
12-month loan growth, provision for loan losses, loan portfolio profile: Three metrics to evaluate your credit union and bridge the gap between macro trends and ...
How Will Lessons From The Pandemic Shape The Future Of Credit Unions
As economies reopen and life regains a sense of normalcy, the industry must consider how business might evolve in the years ahead.
Investment Trends & Insights For A Changing Economic Landscape
Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, hold a ...
The Inflation Debate Continues
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
Credit Union Investment Balances Surpass $700 Billion
COVID-19 relief payments underpin a continued surge in deposits, challenging loan and investment portfolios to keep pace.
Browse Topics
Keep The Mortgage. Ditch The Fees.
Savana Morie
A rethink of closing costs, rate relief, and employer partnerships helped 7 17 Credit Union build an affordable housing mortgage program that works.
Home Is Where The Heart (And More) Is
Aaron Passman
Where is mortgage growth coming from right now? This week, CreditUnions.com covers a mix of home equity campaigns, targeted affordability programs, and niche lending strategies that are bringing borrowers back into the market.
3 Ways To Market For HELOC Success
Aaron Passman
Home equity lending is a winning option for credit unions in today’s mortgage environment. Learn how three different shops meet members’ needs.
Small House, Big Opportunity: 2 Takes On Manufactured Home Loans
Aaron Passman
Manufactured home loans can provide members access to affordable housing, including those in rural areas. Two credit unions share how they approach the niche product.
Mortgage Lending Is Back, But It Looks Different
Tony Waltrich
After a prolonged slowdown, signs of life are returning to mortgage lending. Growth is uneven, with first-time buyers and shifting rate dynamics driving activity in select segments.
MSUFCU Turns A Break In Payments Into A Member Experience Moment
Aaron Passman
The Michigan cooperative keeps everyday payments working and members happy by using a common friction point to build brand loyalty.
Insights From The Outside: Don Rositano
Marc Rapport
How a former Sam’s Club finance leader adapted his member-first mindset to a not-for-profit credit union.
What’s In A Name: Vice President Of History And Culture
Aaron Passman
How a novel role instills SchoolsFirst FCU’s future leaders with an appreciation for its past.
Growth Is A Mindset, But Success Is In The Contract
Callahan & Associates
Arriba Advisors co-founder Tom Russell explores how credit unions can bridge the gap between a growth mindset and their technical reality.
Fraud Is Faster, Smarter, And Harder To Stop. Here’s How To.
Callahan & Associates
RKL offers insight, expertise, and experience to help fight off growing threats.
Have We Breached Peak Economic Growth?