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
No Comments
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
No Comments
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
No Comments
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
No Comments
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
No Comments
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
No Comments
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
No Comments
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
No Comments
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
No Comments
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
No Comments
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 ...
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.
Vaccine Developments Fuel Year-End Optimism