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.
Callahan’s Analytics Software Helps Upper Cumberland Credit Union Measure, Learn, And Thrive
December 10, 2018
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The credit union uses performance information to achieve strategic victories.
6 Graphs About Revenue In The Third Quarter Of 2018
December 10, 2018
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Credit unions covered their operating expenses with net interest income alone for the first time in seven years.
Market Volatility Elevated Amid Concerns Of Tighter Monetary Policy
December 6, 2018
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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 Dynamics Of The Share Portfolio In Third Quarter 2018
November 27, 2018
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Share certificates at credit unions are on track to post the highest growth of any deposit account.
Mission, Give Back, And Online Reviews
November 26, 2018
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Five can’t-miss data points this week on CreditUnions.com.
Help For The Holidays: How Guadalupe Credit Union Meets Mission
November 26, 2018
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The New Mexico credit union’s year-round financial wellness and literacy efforts take on even more meaning this time of year.
2.6 Million Ways To Thank Members
November 19, 2018
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Dupaco Community offers an annual payout to members who save, borrow, spend, and use ancillary services at the credit union.
3Q18 Trendwatch
November 16, 2018
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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 3Q 2018
November 15, 2018
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Membership growth, earnings gap, and lending market share — find out how credit unions performed in the third quarter.
Performance Pop Quiz: Have Credit Union Earnings Reached New Heights?
November 14, 2018
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Test your knowledge of third quarter industry trends with this quiz on earnings by Callahan & Associates.
Callahan’s Analytics Software Helps Upper Cumberland Credit Union Measure, Learn, And Thrive
The credit union uses performance information to achieve strategic victories.
6 Graphs About Revenue In The Third Quarter Of 2018
Credit unions covered their operating expenses with net interest income alone for the first time in seven years.
The Dynamics Of The Share Portfolio In Third Quarter 2018
Share certificates at credit unions are on track to post the highest growth of any deposit account.
Mission, Give Back, And Online Reviews
Five can't-miss data points this week on CreditUnions.com.
Help For The Holidays: How Guadalupe Credit Union Meets Mission
The New Mexico credit union’s year-round financial wellness and literacy efforts take on even more meaning this time of year.
2.6 Million Ways To Thank Members
Dupaco Community offers an annual payout to members who save, borrow, spend, and use ancillary services at the credit union.
3Q18 Trendwatch
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
3 Takeaways From Trendwatch 3Q 2018
Membership growth, earnings gap, and lending market share — find out how credit unions performed in the third quarter.
Performance Pop Quiz: Have Credit Union Earnings Reached New Heights?
Test your knowledge of third quarter industry trends with this quiz on earnings by Callahan & Associates.
Browse Topics
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.
Industry Intelligence For Credit Union Leaders
Callahan & Associates
Looking for quarterly data coverage, expert analysis, lessons from leading credit unions, and more? Callahan has it covered. Comparing top-level performance and digging into the details has never been easier.
Market Volatility Elevated Amid Concerns Of Tighter Monetary Policy