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.
2Q21 Trendwatch
August 11, 2021
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Learn about the credit union performance trends gathered from 2Q 2021 data.
1 New Department. 3 New Products. 50% Loan Growth.
August 9, 2021
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East Idaho Credit Union turned lemons into lemonade in the past 18 months to post some of the highest growth rates in one of the country’s fastest growing states.
Tucson FCU’s New Take On CUSOs Includes A Chief Officer
August 5, 2021
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Retiring CLO stays on to lead the cooperative’s new emphasis on credit union service organizations, including its own.
A Balanced Scorecard A Decade In The Making
August 5, 2021
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One of Pennsylvania’s largest credit unions ties organizational performance to financial incentive while keeping members’ needs top of mind.
What’s In A Name: Sales Manager And Accountability Trainer
August 2, 2021
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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
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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.
What’s In A Name: Senior Member Insights Manager
July 12, 2021
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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
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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
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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
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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.
2Q21 Trendwatch
Learn about the credit union performance trends gathered from 2Q 2021 data.
1 New Department. 3 New Products. 50% Loan Growth.
East Idaho Credit Union turned lemons into lemonade in the past 18 months to post some of the highest growth rates in one of the ...
Tucson FCU’s New Take On CUSOs Includes A Chief Officer
Retiring CLO stays on to lead the cooperative’s new emphasis on credit union service organizations, including its own.
A Balanced Scorecard A Decade In The Making
One of Pennsylvania’s largest credit unions ties organizational performance to financial incentive while keeping members’ needs top of mind.
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 ...
Browse Topics
Innovation Only Goes So Far Without Internal Alignment
Marc Rapport
Coastal Credit Union evaluates fintech through the lens of member value, strategic growth, and organizational readiness to implement new ideas.
Future Bets For Fintech
Rebecca Wessler
Credit unions are making decisions about where to build, invest, and partner as they balance today’s priorities with tomorrow’s opportunities.
Future Bets From Today’s Credit Unions
Marc Rapport
Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.
Competing For Gen Z, SMBs, And The Future Of Money
Callahan & Associates
Credit unions that enable seamless movement between fiat and digital assets position themselves as a trusted on- and off-ramp.
The Financial Readiness Gap: Credit Unions Evaluate It Every Day. But Who Builds It?
Callahan & Associates
The credit unions that win the next generation will be the ones that showed up early, when young members were forming habits and deciding whom to trust.
Defending Your Credit Union Against Fraud Means Fighting Fire With Smarter Fire
Callahan & Associates
The challenge is no longer whether to adopt AI, but how to adopt it responsibly with the right governance, the right partners, and the right balance between technology and human oversight.
Digital Assets Are Coming For Payments. Are Credit Unions Ready?
Andrew Lepczyk
McKinsey projects trillions of dollars in growth across digital assets, with money movement emerging as one of the biggest opportunities.
The Long Game For Fintech At FORUM Credit Union
Marc Rapport
The Indiana cooperative blends internal development with selective partnerships to meet members’ needs today now while positioning for what’s next.
Mission Fed Weighs Fintech Returns Against Real-World Fit
Marc Rapport
The San Diego cooperative leans on its CUSO and the CURQL network to make fintech investments, but member needs still guide which solutions ultimately make it into the credit union’s operations.
AI Boot Camp Is More Than Basic Training At Clearview FCU
Aaron Passman
Hands-on work with artificial intelligence tools is future-proofing staff members, giving them the confidence to adopt new technology and embrace efficiencies.
Have We Breached Peak Economic Growth?