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
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.
Far From Normal, Fed Makes Pre-Labor Day Announcement