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.
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.
Cannabis Banking In 2021
April 14, 2021
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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.
Community And Member Investments Support Resiliency For The Recovery Ahead
April 12, 2021
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Health and economic indicators are promising, but local, national, and regulatory challenges persist.
Robust Economic Growth Expected
April 12, 2021
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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.
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 ...
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 ...
Community And Member Investments Support Resiliency For The Recovery Ahead
Health and economic indicators are promising, but local, national, and regulatory challenges persist.
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 ...
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.
Economic Optimism Runs High