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.
Performance Pop Quiz: What Happened To The Net Interest Margin?
February 19, 2019
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As interest rates tick up, the margin between interest income and interest expenses at U.S. credit unions slowly expands. Test your knowledge of the state of the net interest margin in the fourth quarter.
Member Experience, Fourth Quarter Data, Living Report
February 19, 2019
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Five can’t-miss data points this week on CreditUnions.com.
4Q18 Trendwatch
February 14, 2019
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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 4Q 2018
February 14, 2019
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Find out how credit unions performed in 2018, 10 years after the economic downturn.
Higher Interest Means Higher Member Returns For 2018
February 11, 2019
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Total dividends are on track to increase 30.5% as credit unions take advantage of the rising interest rate environment.
Performance Pop Quiz: How Do Rising Rates Impact Credit Union Liquidity?
February 7, 2019
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The federal funds rate increased four times in 2018. Test your knowledge on the role these rate hikes play in credit union loan and deposit pricing.
A Notable Improvement In Market Sentiment
February 5, 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.
10 Charts On Credit Union Lending
February 3, 2019
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The economic landscape looks much different today than it did 10 years ago. How have credit unions navigated the changes in the larger economy?
Performance Pop Quiz: Are Member Relationships Still On The Rise?
January 31, 2019
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Member relationships run deep at U.S. credit unions. Test your fourth quarter knowledge of these three fundamental member metrics.
How Workers Uses Data To Visualize A Better Tomorrow
January 30, 2019
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The Massachusetts credit union is working across the enterprise and with other credit unions to make the most of data visualization software.
Performance Pop Quiz: What Happened To The Net Interest Margin?
As interest rates tick up, the margin between interest income and interest expenses at U.S. credit unions slowly expands. Test your knowledge of the state ...
Member Experience, Fourth Quarter Data, Living Report
Five can't-miss data points this week on CreditUnions.com.
4Q18 Trendwatch
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
3 Takeaways From Trendwatch 4Q 2018
Find out how credit unions performed in 2018, 10 years after the economic downturn.
Higher Interest Means Higher Member Returns For 2018
Total dividends are on track to increase 30.5% as credit unions take advantage of the rising interest rate environment.
Performance Pop Quiz: How Do Rising Rates Impact Credit Union Liquidity?
The federal funds rate increased four times in 2018. Test your knowledge on the role these rate hikes play in credit union loan and deposit ...
10 Charts On Credit Union Lending
The economic landscape looks much different today than it did 10 years ago. How have credit unions navigated the changes in the larger economy?
Performance Pop Quiz: Are Member Relationships Still On The Rise?
Member relationships run deep at U.S. credit unions. Test your fourth quarter knowledge of these three fundamental member metrics.
How Workers Uses Data To Visualize A Better Tomorrow
The Massachusetts credit union is working across the enterprise and with other credit unions to make the most of data visualization software.
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.
A Notable Improvement In Market Sentiment