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.
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.
A Very Challenging Year Ends With Encouraging News
December 7, 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.
3Q 2020 Trendwatch
November 10, 2020
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This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
Election Week Arrives, Economists Contemplate Various Scenarios
November 5, 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.
3 Lending Trends To Inform Strategy In 2021
November 2, 2020
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Loan performance in 2020 might shed light on the future of credit union lending.
A Dive Into Interchange Income
October 26, 2020
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A study of performance data from nearly 150 credit unions sheds light on what is happening beneath the broad categories represented on the 5300 Call Report.
New Branch Strategies For A New 2020
October 19, 2020
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Credit unions have made deposit and market share gains during the year; now, many must re-evaluate their branch channels as they work to better align products and services with the changing needs of members.
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 ...
3Q 2020 Trendwatch
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
Election Week Arrives, Economists Contemplate Various Scenarios
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 ...
3 Lending Trends To Inform Strategy In 2021
Loan performance in 2020 might shed light on the future of credit union lending.
A Dive Into Interchange Income
A study of performance data from nearly 150 credit unions sheds light on what is happening beneath the broad categories represented on the 5300 Call ...
New Branch Strategies For A New 2020
Credit unions have made deposit and market share gains during the year; now, many must re-evaluate their branch channels as they work to better align ...
Browse Topics
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 unique 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.
The Numbers Are Good. The Moment Is Hard.
William Hunt
Members are anxious about their financial futures, even as credit unions remain financially strong. Institutions that respond to this moment can make 2026 a turning point.
Wages Are Growing. Wallets Are Not.
Sherry Virden
Global events are flowing directly into household budgets, reshaping how credit union members save, borrow, and cope. Such trends don’t always show up in headline data.
Credit Unions Are Having A Margin Moment
Tony Waltrich
Credit unions are benefiting from a rare margin advantage as loans reprice slower than deposits. The question now is how institutions will use that strength to better serve members.
Where Have All The Members Gone?
Omar Shalabi
Membership growth is slowing, but financial activity is not. What does the modern financial relationship look like?
5 Takeaways From First Quarter Credit Union Performance Data
William Hunt
Inflation, war, and uncertain futures have reshaped members’ needs in 2026. What does credit union performance data from the first quarter of 2026 say about household budgets, inflation pressures, and more?
A Very Challenging Year Ends With Encouraging News