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.
The State Of Credit Union Investments In 2020 (Part 1)
June 2, 2020
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Credit unions report the largest quarterly increase in investment balances on record as cash balances surge amid economic uncertainty and rate cuts push down investment yield.
Tales From The Data: Credit Unions And COVID-19
May 18, 2020
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Early first quarter data shows the industry balance sheet is changing as credit unions respond to COVID-19.
3 Takeaways From Trendwatch 1Q 2020
May 15, 2020
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The first quarter of 2020 is in the books. Credit unions are tasked with financially guiding members through COVID-19. How credit unions are positioned and more insights from Callahan’s quarterly webinar.
1Q 2020 Trendwatch
May 14, 2020
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This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
No Consensus On Shape Of Ultimate Recovery
May 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.
How CDFI Can Help Credit Unions Weather This Storm
May 6, 2020
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In these unprecedented times, credit unions are stepping up to the challenge by lending to their members (often low to moderate income workers). This increased lending is valuable and necessary, but it also generates risk and a need for increased loan loss reserves.
Helping Members Through Uncertain Times: Key Considerations For Credit Unions
May 4, 2020
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The proper response will make a big impact but needs to be comprehensive and consider multiple risks.
Retail Delivery Grew In 2019 And Must Adapt In 2020
April 27, 2020
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Through 2019, traditional retail delivery continued to develop as credit unions increased branch and employee counts. In 2020, as the novel coronavirus begins to impact operational strategies, credit unions may shift focus to remote support networks in an effort to offer sustained member value.
Macro Overiew And Industry Trends (4Q19)
April 15, 2020
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Despite a slow first quarter, the industry reported strong growth across core financials in the past 12 months. What else should credit unions know at fourth quarter?
Tips For Managing (And Securing) Work From Home
April 13, 2020
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Credit unions are optimizing work environments, integrating key systems, ensuring business continuity and cybersecurity, and adapting culture to new ways of working.
The State Of Credit Union Investments In 2020 (Part 1)
Credit unions report the largest quarterly increase in investment balances on record as cash balances surge amid economic uncertainty and rate cuts push down investment ...
Tales From The Data: Credit Unions And COVID-19
Early first quarter data shows the industry balance sheet is changing as credit unions respond to COVID-19.
3 Takeaways From Trendwatch 1Q 2020
The first quarter of 2020 is in the books. Credit unions are tasked with financially guiding members through COVID-19. How credit unions are positioned and ...
1Q 2020 Trendwatch
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
How CDFI Can Help Credit Unions Weather This Storm
In these unprecedented times, credit unions are stepping up to the challenge by lending to their members (often low to moderate income workers). This increased ...
Helping Members Through Uncertain Times: Key Considerations For Credit Unions
The proper response will make a big impact but needs to be comprehensive and consider multiple risks.
Retail Delivery Grew In 2019 And Must Adapt In 2020
Through 2019, traditional retail delivery continued to develop as credit unions increased branch and employee counts. In 2020, as the novel coronavirus begins to impact ...
Macro Overiew And Industry Trends (4Q19)
Despite a slow first quarter, the industry reported strong growth across core financials in the past 12 months. What else should credit unions know at ...
Tips For Managing (And Securing) Work From Home
Credit unions are optimizing work environments, integrating key systems, ensuring business continuity and cybersecurity, and adapting culture to new ways of working.
Browse Topics
AI Adoption Is Growing. Are Credit Unions Keeping Pace?
Andrew Lepczyk
New data from Gallup shows half of all employees who work for companies that pay for AI tools use them. Credit unions are building their own momentum.
A Credit Union Bond Beyond Bloodlines
Aaron Passman
For Mike and Dave Valentine, the family business just happens to be credit unions. The father-son duo talk leadership styles, cooperative values, and the lessons they’ve learned from each other along the way.
Connection And Caring Matter As Much As Knowledge And Resources
Chris Howard
People who are truly financially thriving have both means and a sense of security that comes from confidence about the future. Building that kind of emotional engagement requires a deliberate design of everyday interactions.
Markets Flip From Pricing Cuts To 50% Chance Of Hikes
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Keep The Mortgage. Ditch The Fees.
Savana Morie
A rethink of closing costs, rate relief, and employer partnerships helped 7 17 Credit Union build an affordable housing mortgage program that works.
Home Is Where The Heart (And More) Is
Aaron Passman
Where is mortgage growth coming from right now? This week, CreditUnions.com covers a mix of home equity campaigns, targeted affordability programs, and niche lending strategies that are bringing borrowers back into the market.
3 Ways To Market For HELOC Success
Aaron Passman
Home equity lending is a winning option for credit unions in today’s mortgage environment. Learn how three different shops meet members’ needs.
Small House, Big Opportunity: 2 Takes On Manufactured Home Loans
Aaron Passman
Manufactured home loans can provide members access to affordable housing, including those in rural areas. Two credit unions share how they approach the niche product.
Mortgage Lending Is Back, But It Looks Different
Tony Waltrich
After a prolonged slowdown, signs of life are returning to mortgage lending. Growth is uneven, with first-time buyers and shifting rate dynamics driving activity in select segments.
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.
No Consensus On Shape Of Ultimate Recovery