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.
Engagement Systems, Agile Method, CUSO Collaboration
August 12, 2019
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Five can’t-miss data points this week on CreditUnions.com.
Tips To Help Your Team Work From Home
August 7, 2019
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A monthly collection of Callahan content that, together, addresses a single topic from a variety of perspectives.
Markets More Skeptical On Economic Outlook
August 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.
What’s In A Name: Chief Growth Officer
July 29, 2019
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Alissa Sykes guides growth across the enterprise at Sunmark Federal Credit Union by continuing her love of working with math and people.
2 Ways To Grow And Squad Goals
July 29, 2019
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Five can’t-miss data points this week on CreditUnions.com.
Why Your Credit Union’s Investment Process Is Critical Now
July 19, 2019
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A disciplined strategy and long-term focus provides consistency independent of fluctuating interest rates.
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.
Engagement Systems, Agile Method, CUSO Collaboration
Five can't-miss data points this week on CreditUnions.com.
Tips To Help Your Team Work From Home
A monthly collection of Callahan content that, together, addresses a single topic from a variety of perspectives.
What’s In A Name: Chief Growth Officer
Alissa Sykes guides growth across the enterprise at Sunmark Federal Credit Union by continuing her love of working with math and people.
Why Your Credit Union’s Investment Process Is Critical Now
A disciplined strategy and long-term focus provides consistency independent of fluctuating interest rates.
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.
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.
Markets More Skeptical On Economic Outlook