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.
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.
Despite Uncertain Outlook, Economic Data Exceed Expectations
October 6, 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.
Market Snapshot: 2Q20
September 30, 2020
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Investments spike, financial markets rebound, and more. Get a glimpse of what happened across the United States in the second quarter.
State In The Spotlight: Ohio
September 30, 2020
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How did Buckeye State credit unions perform in second quarter?
The State Of Credit Union Investments In 2Q 2020
September 8, 2020
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Investment balances were up 19.2% from the first quarter as consumer uncertainty powers growth in core deposits.
Far From Normal, Fed Makes Pre-Labor Day Announcement
September 8, 2020
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.
3Q 2020 Trendwatch
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
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 ...
Despite Uncertain Outlook, Economic Data Exceed Expectations
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 ...
Market Snapshot: 2Q20
Investments spike, financial markets rebound, and more. Get a glimpse of what happened across the United States in the second quarter.
State In The Spotlight: Ohio
How did Buckeye State credit unions perform in second quarter?
The State Of Credit Union Investments In 2Q 2020
Investment balances were up 19.2% from the first quarter as consumer uncertainty powers growth in core deposits.
Far From Normal, Fed Makes Pre-Labor Day Announcement
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 ...
Browse Topics
The Callahan Guide To The 2026 Final Four
Tony Waltrich
What happens when credit union performance data meets March Madness? Callahan’s proprietary model breaks down state-level results to forecast who takes home the hardware.
A Rewards Program That Relies On Relationships, Not Usage
Savana Morie
Nuvision’s Added Advantage program tracks member engagement across the credit union, then rewards relationships through better pricing and other perks.
Innovations Financial Bets Big On Small Business Lending
Aaron Passman
CDFI grant funding helps the Florida cooperative offer microloans for small businesses after many banks pulled out of its market.
How Marine Credit Union Shifted Its Foundation From Siloed To Symbiotic
Savana Morie
By aligning governance, leadership, and day to day operations, Marine Credit Union transformed its foundation from a parallel operation into a visible extension of the credit union brand.
How Today’s Market Is Stress-Testing Credit Union And Bank Earnings Models
Andrew Lepczyk
Credit union and bank earnings reflect different business objectives. Those differences matter for how financial institutions serve their markets.
The Case For Marketing That Doesn’t Lead With The Credit Union
Savana Morie
Whitefish Credit Union barely mentions itself in its member stories. Instead, its high-quality video storytelling spotlights people, businesses, and communities, building trust, advocacy, and impact that don’t always show up in traditional ROI metrics.
Exit Interview: Deb Vollmer
Aaron Passman
The retired Langley FCU executive looks back on a career shaped by industry change, evolving leadership responsibility, and a constant focus on serving members first.
How Affinity FCU Became A Financial First Responder
Callahan & Associates
The New Jersey-New York metro credit union shares how a wellbeing-led strategy ensures members know where to turn first when life gets difficult.
Running With Scissors: The Bold Side Of Personalization
Callahan & Associates
To become skilled at personalization, credit unions must stop making assumptions about what resonates with members and start leveraging data to be sure.
A Short Guide To Compliance With The New Succession Planning Rule
Jennie Boden
Check all the right boxes while tying your credit union compliance efforts to strategy.
Election Week Arrives, Economists Contemplate Various Scenarios