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.
Bethpage FCU Credits
October 9, 2019
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Bethpage Federal Credit Union, New York, had the highest IRA balance as a percentage of total shares – almost $198 million- and the highest number of IRA accounts at 11,145 in the top 50 of CUs over $50 million-in-assets as of Sept. 30, 2001, according to Callahan and Associates data. And because tax time means IRA season at credit unions, Bethpage FCU President/CEO Kirk Kordeleski acknowledged th
More Questions Than Answers On Economy In Fourth Quarter
October 7, 2019
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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.
4 Takeaways From The ALM First Financial Forum
October 4, 2019
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The global economy provided a colorful backdrop for credit union financial executives, board members, and leaders planning for the coming year.
Credit Unions Hold A Strong Position For The End Of 2019
October 1, 2019
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Earnings growth extended into the second quarter as cooperatives reported higher net interest income than operating expenses for the second consecutive period.
Credit Union Industry At-A-Glance (2Q19)
September 20, 2019
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Credit union membership grew 3.7% and earnings pushed ROA up 6 basis points year-over-year. What else happened in second quarter?
How A $40B Institution Treats 2.4M Members
September 16, 2019
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By concentrating on member service, State Employees’ Credit Union has forged a path to continued growth.
Credit Card Lending At Cooperatives Is Strong in the Second Quarter of 2019
September 11, 2019
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As credit card lending nationwide continues to rise, consumers are increasingly looking to credit unions as a source of lending.
Assessing The Current Investment Landscape
September 10, 2019
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Join Jason Haley, managing director of ALM First’s Investment Management Group and Sam Taft, assistant vice president, business development at Trust for Credit Unions, for a discussion about the latest economic and market insights along with investment trends based on second quarter 2019 performance data for all U.S
Branching Evolves As Membership Grows
September 6, 2019
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New takes on service delivery at U.S. credit unions increase operational efficiencies and attract new members.
No Sleepy August As Trade Tensions Ratchet Up
September 4, 2019
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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.
Bethpage FCU Credits
Bethpage Federal Credit Union, New York, had the highest IRA balance as a percentage of total shares - almost $198 million- and the highest number ...
4 Takeaways From The ALM First Financial Forum
The global economy provided a colorful backdrop for credit union financial executives, board members, and leaders planning for the coming year.
Credit Unions Hold A Strong Position For The End Of 2019
Earnings growth extended into the second quarter as cooperatives reported higher net interest income than operating expenses for the second consecutive period.
Credit Union Industry At-A-Glance (2Q19)
Credit union membership grew 3.7% and earnings pushed ROA up 6 basis points year-over-year. What else happened in second quarter?
How A $40B Institution Treats 2.4M Members
By concentrating on member service, State Employees’ Credit Union has forged a path to continued growth.
Credit Card Lending At Cooperatives Is Strong in the Second Quarter of 2019
As credit card lending nationwide continues to rise, consumers are increasingly looking to credit unions as a source of lending.
Assessing The Current Investment Landscape
Join Jason Haley, managing director of ALM First's Investment Management Group and Sam Taft, assistant vice president, business development at Trust for Credit Unions, for ...
Branching Evolves As Membership Grows
New takes on service delivery at U.S. credit unions increase operational efficiencies and attract new members.
No Sleepy August As Trade Tensions Ratchet Up
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.
More Questions Than Answers On Economy In Fourth Quarter