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

2021 Economic Outlook: Investment Trends & Insights For Credit Unions

Join Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for a discussion about the latest economic and market insights along with investment trends based on 3Q 2020 Performance Data for all U.S. Credit Unions.

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Credit Union Industry Commentary

Vaccine Developments Fuel Year-End Optimism

This insightful monthly market commentary will help you look beyond the headlines to better understand what is driving the current market trends that could impact ...
Features

The Value Of Planning During A Pandemic

Credit unions proved in 2020 that they are at their best when times are tough.
Features

The Most Magical Credit Union On Earth

Partners FCU serves the employees of The Walt Disney Company. But making its members financial dreams come true is no fairy tale in a moment ...
Features

Teamwork Drives Improvements At MSUFCU

A handful of employees have worked across the Michigan cooperative to identify nearly 250 ways to improve efficiencies, member service, the employee experience, and more.
Industry Insights

Share Balances Reach $1.5 Trillion In The Third Quarter

Credit unions report a continued influx in shares as members seek the safety of deposit accounts.
Industry Insights

Investment Balances Climb Higher In 3Q 2020

Deposit growth underpins a 3.4% increase in investment balances for the industry. See what else happened in the investment portfolio.
Industry Insights

A Regional View Of Earnings And Capital In The Third Quarter Of 2020

Credit unions in the West reported the largest decline in ROA. See what else has happened across the United States.
Industry Insights

Credit Union Earnings And Capital In The Third Quarter Of 2020

Concerned with cooperative values and not stock prices, credit unions have sacrificed short-term earnings to bolster reserves and give members a break on fees.

2021 Economic Outlook: Investment Trends & Insights For Credit Unions

Join Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for ...
Credit Union Industry Commentary

A Very Challenging Year Ends With Encouraging News

This insightful monthly market commentary will help you look beyond the headlines to better understand what is driving the current market trends that could impact ...
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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