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.
6 Useful Ratios For Uncovering The Financial Shock Of COVID-19
January 11, 2021
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Spread analysis deconstructs credit union earnings to gauge the health of an institution and its broader industry.
Vaccine Developments Fuel Year-End Optimism
January 7, 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.
The Value Of Planning During A Pandemic
January 4, 2021
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Credit unions proved in 2020 that they are at their best when times are tough.
The Most Magical Credit Union On Earth
January 4, 2021
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Partners FCU serves the employees of The Walt Disney Company. But making its members financial dreams come true is no fairy tale in a moment of deep economic uncertainty.
Teamwork Drives Improvements At MSUFCU
January 4, 2021
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A handful of employees have worked across the Michigan cooperative to identify nearly 250 ways to improve efficiencies, member service, the employee experience, and more.
Share Balances Reach $1.5 Trillion In The Third Quarter
December 28, 2020
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Credit unions report a continued influx in shares as members seek the safety of deposit accounts.
Investment Balances Climb Higher In 3Q 2020
December 14, 2020
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Deposit growth underpins a 3.4% increase in investment balances for the industry. See what else happened in the investment portfolio.
A Regional View Of Earnings And Capital In The Third Quarter Of 2020
December 14, 2020
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Credit unions in the West reported the largest decline in ROA. See what else has happened across the United States.
Credit Union Earnings And Capital In The Third Quarter Of 2020
December 14, 2020
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Concerned with cooperative values and not stock prices, credit unions have sacrificed short-term earnings to bolster reserves and give members a break on fees.
2021 Economic Outlook: Investment Trends & Insights For Credit Unions
December 8, 2020
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Join Callahan & Associates and Jason Haley, chief investment officer, ALM First, 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 3Q 2020 Performance Data for all U.S. Credit Unions.
6 Useful Ratios For Uncovering The Financial Shock Of COVID-19
Spread analysis deconstructs credit union earnings to gauge the health of an institution and its broader industry.
The Value Of Planning During A Pandemic
Credit unions proved in 2020 that they are at their best when times are tough.
The Most Magical Credit Union On Earth
Partners FCU serves the employees of The Walt Disney Company. But making its members financial dreams come true is no fairy tale in a moment ...
Teamwork Drives Improvements At MSUFCU
A handful of employees have worked across the Michigan cooperative to identify nearly 250 ways to improve efficiencies, member service, the employee experience, and more.
Share Balances Reach $1.5 Trillion In The Third Quarter
Credit unions report a continued influx in shares as members seek the safety of deposit accounts.
Investment Balances Climb Higher In 3Q 2020
Deposit growth underpins a 3.4% increase in investment balances for the industry. See what else happened in the investment portfolio.
A Regional View Of Earnings And Capital In The Third Quarter Of 2020
Credit unions in the West reported the largest decline in ROA. See what else has happened across the United States.
Credit Union Earnings And Capital In The Third Quarter Of 2020
Concerned with cooperative values and not stock prices, credit unions have sacrificed short-term earnings to bolster reserves and give members a break on fees.
2021 Economic Outlook: Investment Trends & Insights For Credit Unions
Join Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for ...
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Manufactured Homes Help Close The Housing Affordability Gap
Aaron Passman
Lower prices and better amenities are making pre-built homes an appealing option for credit unions looking to bolster their balance sheet and borrowers stymied by the affordable housing crisis.
How Prepared Are U.S. Workers For Retirement? The Answer Is, ‘Not Well.’
Andrew Lepczyk
Data from Vanguard shows retirement preparation declines with age, leaving no generation fully ready. The gap presents both a challenge and an opportunity for credit unions.
What’s In A Name: Chief People And Technology Officer
Savana Morie
It’s not every day a technology leader takes over HR. Vantage West’s Rob Hoyle explains why the two disciplines are linked now more than ever.
The Employee Benefit Cost Crisis And The Financial Strategy Forward-Thinking Credit Unions Are Using To Solve It
Callahan & Associates
Rising credit union benefit costs don’t have to remain a permanent operating burden.
Financial Market Jitters Escalate
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Takeaways From Day 2 Of GAC
Aaron Passman
From macroeconomics to multiculturalism, the future of AI, and more, the second day of this year’s convention was packed with insights.
Takeaways From Day 1 Of GAC
Aaron Passman
From new attitudes to new ways of thinking about service delivery, here’s a look at the first day of the industry’s biggest event.
Credit Union Storytelling With A Mission Focus
Marc Rapport
Storytelling drives growth and loyalty at Navy Federal, where real member experiences become narratives that strengthen trust, reinforce value, and build lasting relationships.
How Lake Trust Turns Member Experiences Into Brand Strategy
Savana Morie
From where stories come from to how they’re produced and distributed, Lake Trust shares how authentic member narratives strengthen its brand and show what “positive impact” looks like in action.
How An Internal Storyteller Fuels Member Growth At Navy Federal
Marc Rapport
An expert in user experience turns complex problems and opportunities into narratives that guide leaders toward confident decisions and growth-focused investment.
Vaccine Developments Fuel Year-End Optimism