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.
Investment Trends & Insights For A Changing Economic Landscape
June 22, 2021
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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
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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.
Credit Union Investment Balances Surpass $700 Billion
May 31, 2021
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COVID-19 relief payments underpin a continued surge in deposits, challenging loan and investment portfolios to keep pace.
Economic Optimism Runs High
May 17, 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 The First Quarter Of 2021
May 17, 2021
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The lasting effects of the COVID-19 pandemic — and the national economic response to it — linger on credit union financial statements.
1Q21 Trendwatch
May 12, 2021
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This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
In Search Of Savings? Try Tapping Employee Talent.
May 3, 2021
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An internal group tasked with reducing expenses and maximizing efficiency at TruWest Credit Union finds bright ideas in employee suggestions.
Loan Purchases And Participations In 2020
April 27, 2021
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Loan purchases and participations reached record levels at U.S. credit unions. Some credit unions sold loans to generate revenue or reduce risk; others purchased loans to boost ratios or yields. Learn more about what happened throughout the industry.
Best Practices For Business Intelligence Projects
April 23, 2021
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The April Credit Union Power BI User Group — featuring Kelly Gage, senior business intelligence analyst at Red Canoe Credit Union — tackled how to avoid mistakes and make the most of business intelligence projects and reporting processes.
Industry Trends: Earnings (4Q20)
April 19, 2021
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Credit union earnings rebounded toward the end of the year as industry players find a way to adapt their business models to a changing economic landscape.
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 ...
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.
Economic Optimism Runs High
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 The First Quarter Of 2021
The lasting effects of the COVID-19 pandemic — and the national economic response to it — linger on credit union financial statements.
1Q21 Trendwatch
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
In Search Of Savings? Try Tapping Employee Talent.
An internal group tasked with reducing expenses and maximizing efficiency at TruWest Credit Union finds bright ideas in employee suggestions.
Loan Purchases And Participations In 2020
Loan purchases and participations reached record levels at U.S. credit unions. Some credit unions sold loans to generate revenue or reduce risk; others purchased loans ...
Best Practices For Business Intelligence Projects
The April Credit Union Power BI User Group — featuring Kelly Gage, senior business intelligence analyst at Red Canoe Credit Union — tackled how to ...
Industry Trends: Earnings (4Q20)
Credit union earnings rebounded toward the end of the year as industry players find a way to adapt their business models to a changing economic ...
Browse Topics
When Employees Own Culture, Service Follows
Savana Morie
Advancial FCU links internal service standards, employee feedback, and peer recognition to create a more consistent experience for both staff and members.
How MSUFCU Builds And Backs Fintech Solutions
Marc Rapport
MSUFCU takes a hands-on approach to fintech, piloting solutions through its in-house lab before scaling and backing them through a wholly owned CUSO.
Members Demand Digital, But They Want Branches, Too
Savana Morie
Affinity Plus FCU has a clear member service mantra: digital for daily, human when it’s hard. Its CEO and CFO share what that looks like in practice.
How A Holding Company Helps Service Credit Union Win At Fintech
Marc Rapport
The New Hampshire cooperative shares how its fintech arm, Service Ventures, evaluates investments, balances risk, and defines success.
AI Adoption Is Growing. Are Credit Unions Keeping Pace?
Andrew Lepczyk
New data from Gallup shows half of all employees who work for companies that pay for AI tools use them. Credit unions are building their own momentum.
A Credit Union Bond Beyond Bloodlines
Aaron Passman
For Mike and Dave Valentine, the family business just happens to be credit unions. The father-son duo talk leadership styles, cooperative values, and the lessons they’ve learned from each other along the way.
Connection And Caring Matter As Much As Knowledge And Resources
Chris Howard
People who are truly financially thriving have both means and a sense of security that comes from confidence about the future. Building that kind of emotional engagement requires a deliberate design of everyday interactions.
Markets Flip From Pricing Cuts To 50% Chance Of Hikes
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
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.
The Inflation Debate Continues