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.
Far From Normal, Fed Makes Pre-Labor Day Announcement
September 8, 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.
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.
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 ...
Optimism Cools, COVID Remains In Driver’s Seat
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 ...
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.
Browse Topics
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.
At Ardent Credit Union, Deposits Are A ‘Slam Dunk’
Aaron Passman
The Philadelphia-area cooperative scores among rate-shopping members with a co-branded certificate that links savings returns to college basketball results.
The Strategic Case For Rethinking Credit Card Issuing
Callahan & Associates
The credit unions that will win the next decade of card growth are those that treat credit cards not as one time product launches but as dynamic ecosystems requiring continuous investment.
What Gen Z Is Really Looking For In A Credit Union
Callahan & Associates
Gen Z’s faith in traditional institutions gives credit unions a rich opportunity to serve as a key source of financial guidance.
What’s Job No. 2?
Aaron Passman
CreditUnions.com is all-in on growth and marketing this week, spotlighting real-world strategies that help cooperatives serve members for life, invest in people, expand their impact, and more.
Far From Normal, Fed Makes Pre-Labor Day Announcement