Community Financial Flips The Script On Junk Fees
The Michigan credit union has dropped punitive overdraft fees in favor of a checking account feature that helps members save money when their spending outstrips
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
The Rise Of The Chief Growth Officer
Credit unions are tapping versatile leaders from diverse backgrounds to take advantage of fresh insights and achieve strategic goals.
7 Liquidity Trends From The First Quarter
Liquidity has been front of mind for credit union leaders in recent quarters as loan and share growth battle it out on the balance sheet.
How Are Credit Unions Using Excess Liquidity?
August 31, 2020
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Many Americans have been beefing up their savings during the COVID-19 lockdowns. Credit unions are putting those additional funds toward less fortunate members.
2Q 2020 Trendwatch
August 17, 2020
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This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
3 Takeaways From Trendwatch 2Q 2020
August 13, 2020
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With second quarter data now available, COVID-19’s impact on industrywide metrics is more apparent. Discover how credit union balance sheets are shifting and other key insights from Callahan’s quarterly webinar.
Optimism Cools, COVID Remains In Driver’s Seat
August 10, 2020
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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.
When Remote Work Becomes Routine
July 27, 2020
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How has the financial audit changed since the beginning of the coronavirus pandemic? Four auditors and two credit unions weigh in.
What’s Happening In Non-Interest Income?
July 22, 2020
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Early data from Callahan & Associates’ new non-interest income tool shows dramatic differences in NII strategy among credit unions.
Economic Outlook Becomes Even Less Certain
July 9, 2020
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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.
Macro Overiew And Industry Trends (1Q20)
June 30, 2020
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The longest economic expansionary period in U.S. history has come to an end. What else should credit unions know at first quarter?
Happy Independence Day In Credit Union Land
June 29, 2020
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This Fourth of July, Callahan & Associates is celebrating patriotically named credit unions with a look at how they return value to their member-owners.
Navigating Unprecedented Economic Data: The Latest Investment Insights For Credit Unions
June 11, 2020
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Join Jason Haley, managing director of ALM First’s Investment Management Group 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 1Q 2020 Performance Data for all U.S. Credit Unions.
How Are Credit Unions Using Excess Liquidity?
Many Americans have been beefing up their savings during the COVID-19 lockdowns. Credit unions are putting those additional funds toward less fortunate members.
2Q 2020 Trendwatch
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
3 Takeaways From Trendwatch 2Q 2020
With second quarter data now available, COVID-19’s impact on industrywide metrics is more apparent. Discover how credit union balance sheets are shifting and other key ...
When Remote Work Becomes Routine
How has the financial audit changed since the beginning of the coronavirus pandemic? Four auditors and two credit unions weigh in.
What’s Happening In Non-Interest Income?
Early data from Callahan & Associates’ new non-interest income tool shows dramatic differences in NII strategy among credit unions.
Economic Outlook Becomes Even Less Certain
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 ...
Macro Overiew And Industry Trends (1Q20)
The longest economic expansionary period in U.S. history has come to an end. What else should credit unions know at first quarter?
Happy Independence Day In Credit Union Land
This Fourth of July, Callahan & Associates is celebrating patriotically named credit unions with a look at how they return value to their member-owners.
Navigating Unprecedented Economic Data: The Latest Investment Insights For Credit Unions
Join Jason Haley, managing director of ALM First's Investment Management Group and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for a ...
Browse Topics
How A Florida Credit Union Rebuilt Retention After The Great Resignation
Marc Rapport
Longer onboarding, focus groups, and peer leadership help Community First retain strong employees year after year.
What’s In A Name: Chief Efficiency Officer
Savana Morie
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.
How SWBC’s Contact Center Solutions Help Financial Institutions Stay Connected
Callahan & Associates
Delivering human-centered service in a digital world is no longer a luxury for credit union contact centers — it’s a necessity.
Amanda Garabedian On Leadership
Savana Morie
The CEO of Adventure Credit Union shares tips to maintain credibility amid rapid executive turnover and organizational change.
FedChoice Is Ready For The Next Government Shutdown – Whenever It Comes
Aaron Passman
A cross-functional team comprising nearly 20% of staff helped the Maryland-based credit union manage the crisis while staying focused on helping members.
Financial Nihilism Is Real, But How Can Credit Unions Respond?
Andrew Lepczyk
When money stops making sense, people suffer a crisis of financial confidence. Now’s the time to reconnect with members to help them establish long-term stability.
Exit Interview: Cheryl Sio, MembersAlliance Credit Union
Marc Rapport
From the teller line to the corner office, CEO Cheryl Sio’s story spans five decades of industry transformation and enduring leadership lessons.
What Was Once A Safe Corner Of Credit Union Portfolios Is Now A Source Of Pain
Callahan & Associates
Structured protection strategies provide potentially higher long-term total returns than bonds while muting the volatility and downside risk traditionally associated with equities.
Jim Morrell On Leadership
Aaron Passman
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.
2026 Begins With Market Sentiment Similar To 2025
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Optimism Cools, COVID Remains In Driver’s Seat