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.
A Strategy To Make Marketing Pack A More Powerful Punch
April 8, 2021
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Randolph-Brooks FCU adopted an agency model for its marketing department more than a decade ago and has lessons to share for credit unions of all sizes.
Swipe, Dip, Tap: Contactless Offers A New Way To Pay
April 5, 2021
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The pandemic has changed the way Americans use cards. That behavior might never be the same.
6 Practices To Adopt In Appointment-Only Branches
March 29, 2021
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Community First Credit Union Of Florida switched to an appointment-only model in 2020. Now, it has insights on how to make the brick-and-mortar experience better for all.
Branch Problems Are The PIT’s
March 22, 2021
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One credit union’s process improvement team tackles inefficiencies and problems. Up now? The future of the branch.
Branch Problems Are The PIT’s
March 22, 2021
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One credit union’s process improvement team tackles inefficiencies and problems. Up now? The future of the branch.
Managing Excess Liquidity – Investment Trends & Insights For Credit Unions
March 10, 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, discuss the latest economic and market insights along with investment trends based on 4Q 2020 Performance Data for U.S. Credit Unions.
How To Balance Patronage Dividends And Loan Loss Reserves
March 8, 2021
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Six credit unions talk about their strategies to offer members an annual payback while still ensuring adequate coverage in loan loss accounts.
Inflation Worries Send Longer Treasuries Soaring
March 5, 2021
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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 your credit union’s investment portfolio.
Local Cooperatives Thrive With VSECU
February 12, 2021
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The Vermont cooperative relies on a little-known state statute to make direct investments in cooperatives to bolster local economies and create a better world.
3 Takeaways From Trendwatch 4Q20
February 12, 2021
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Credit unions and their members adapted to a new normal. See where opportunities like for the industry in 2021.
A Strategy To Make Marketing Pack A More Powerful Punch
Randolph-Brooks FCU adopted an agency model for its marketing department more than a decade ago and has lessons to share for credit unions of all ...
Swipe, Dip, Tap: Contactless Offers A New Way To Pay
The pandemic has changed the way Americans use cards. That behavior might never be the same.
6 Practices To Adopt In Appointment-Only Branches
Community First Credit Union Of Florida switched to an appointment-only model in 2020. Now, it has insights on how to make the brick-and-mortar experience better ...
Branch Problems Are The PIT’s
One credit union’s process improvement team tackles inefficiencies and problems. Up now? The future of the branch.
Branch Problems Are The PIT’s
One credit union’s process improvement team tackles inefficiencies and problems. Up now? The future of the branch.
Managing Excess Liquidity – Investment Trends & Insights For Credit Unions
Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, discuss the ...
How To Balance Patronage Dividends And Loan Loss Reserves
Six credit unions talk about their strategies to offer members an annual payback while still ensuring adequate coverage in loan loss accounts.
Local Cooperatives Thrive With VSECU
The Vermont cooperative relies on a little-known state statute to make direct investments in cooperatives to bolster local economies and create a better world.
3 Takeaways From Trendwatch 4Q20
Credit unions and their members adapted to a new normal. See where opportunities like for the industry in 2021.
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.
Inflation Worries Send Longer Treasuries Soaring