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.
Navigating Unprecedented Economic Data: The Latest Investment Insights For Credit Unions
June 11, 2020
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Join Jason Haley, managing director of ALM First’s Investment Management Group 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 1Q 2020 Performance Data for all U.S. Credit Unions.
Despite Depression-like Unemployment, Markets Rebound
June 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.
The State Of Credit Union Investments In 2020 (Part 2)
June 8, 2020
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Cooperatives keep their sights on short-term investments as cash balances grow and participation in derivative programs declines.
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.
Navigating Unprecedented Economic Data: The Latest Investment Insights For Credit Unions
Join Jason Haley, managing director of ALM First's Investment Management Group and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for a ...
The State Of Credit Union Investments In 2020 (Part 2)
Cooperatives keep their sights on short-term investments as cash balances grow and participation in derivative programs declines.
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.
No Consensus On Shape Of Ultimate Recovery
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 ...
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.
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.
Despite Depression-like Unemployment, Markets Rebound