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.
6 Must-Know Metrics From The NCUA’s Financial Performance Reports
July 9, 2019
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Capital adequacy, asset quality, earnings, ALM, productivity, and growth underline quarterly financial performance for credit unions.
4 Ratios Every HR Professional Should Know
July 9, 2019
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Staffing costs are a typical credit union’s largest operating expense; therefore, tracking the performance of the workforce is crucial.
12 Ratios Every Marketing Manager Should Know
July 9, 2019
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Metrics to evaluate credit union marketing spend and bridge the gap between macro trends and micro performance.
7 Ratios Every Employee Should Know About Credit Union Lending
July 9, 2019
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Lending is the engine that powers credit unions, and these seven ratios will help every employee understand why.
Futures Imply Multiple Rate Cuts In 2019
July 8, 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.
Credit Union Industry At-A-Glance (1Q19)
June 25, 2019
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Credit union membership grew 4.0% year-over-year and share growth accelerated 65 basis points quarter-over-quarter. What else happened in first quarter?
Reverse Tier Savings, The CECL Method, Do More By Doing Good
June 24, 2019
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Five can’t-miss data points this week on CreditUnions.com.
3 Metrics That Are Important For First Quarter
June 11, 2019
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Understanding key performance metrics will help gauge early successes and identify any operational adjustments needed to achieve strategic goals.
Breakdown In China Negotiations Sends U.S. Risk Markets Reeling
June 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.
Credit Union Investments Rise In 1Q 2019
June 3, 2019
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Stronger than expected seasonal first quarter inflows contributed to the largest quarterly jump since 2009. The average yield on investments also hit a 10-year high.
6 Must-Know Metrics From The NCUA’s Financial Performance Reports
Capital adequacy, asset quality, earnings, ALM, productivity, and growth underline quarterly financial performance for credit unions.
4 Ratios Every HR Professional Should Know
Staffing costs are a typical credit union’s largest operating expense; therefore, tracking the performance of the workforce is crucial.
12 Ratios Every Marketing Manager Should Know
Metrics to evaluate credit union marketing spend and bridge the gap between macro trends and micro performance.
7 Ratios Every Employee Should Know About Credit Union Lending
Lending is the engine that powers credit unions, and these seven ratios will help every employee understand why.
Credit Union Industry At-A-Glance (1Q19)
Credit union membership grew 4.0% year-over-year and share growth accelerated 65 basis points quarter-over-quarter. What else happened in first quarter?
Reverse Tier Savings, The CECL Method, Do More By Doing Good
Five can't-miss data points this week on CreditUnions.com.
3 Metrics That Are Important For First Quarter
Understanding key performance metrics will help gauge early successes and identify any operational adjustments needed to achieve strategic goals.
Breakdown In China Negotiations Sends U.S. Risk Markets Reeling
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 ...
Credit Union Investments Rise In 1Q 2019
Stronger than expected seasonal first quarter inflows contributed to the largest quarterly jump since 2009. The average yield on investments also hit a 10-year high.
Browse Topics
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.
Insights From The Outside: Don Rositano
Marc Rapport
How a former Sam’s Club finance leader adapted his member-first mindset to a not-for-profit credit union.
What’s In A Name: Vice President Of History And Culture
Aaron Passman
How a unique role instills SchoolsFirst FCU’s future leaders with an appreciation for its past.
Growth Is A Mindset, But Success Is In The Contract
Callahan & Associates
Arriba Advisors co-founder Tom Russell explores how credit unions can bridge the gap between a growth mindset and their technical reality.
Fraud Is Faster, Smarter, And Harder To Stop. Here’s How To.
Callahan & Associates
RKL offers insight, expertise, and experience to help fight off growing threats.
The Numbers Are Good. The Moment Is Hard.
William Hunt
Members are anxious about their financial futures, even as credit unions remain financially strong. Institutions that respond to this moment can make 2026 a turning point.
Wages Are Growing. Wallets Are Not.
Sherry Virden
Global events are flowing directly into household budgets, reshaping how credit union members save, borrow, and cope. Such trends don’t always show up in headline data.
Credit Unions Are Having A Margin Moment
Tony Waltrich
Credit unions are benefiting from a rare margin advantage as loans reprice slower than deposits. The question now is how institutions will use that strength to better serve members.
Where Have All The Members Gone?
Omar Shalabi
Membership growth is slowing, but financial activity is not. What does the modern financial relationship look like?
5 Takeaways From First Quarter Credit Union Performance Data
William Hunt
Inflation, war, and uncertain futures have reshaped members’ needs in 2026. What does credit union performance data from the first quarter of 2026 say about household budgets, inflation pressures, and more?
Futures Imply Multiple Rate Cuts In 2019