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.
SEG Bonuses Underpin Deposit And Wealth Management Strategies At Elements Financial
April 2, 2018
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The Indiana credit union funds lending all year with an annual cash surge.
An Anxious Tone In Risk Markets
April 2, 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.
March Was In Like A Lion, Out Like A Lion
March 29, 2018
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The lion ate the lamb for dinner, but on this last day of the month, the stock market is finally quiet.
First-Time Homebuyers, Automation, And NII
March 26, 2018
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Five can’t-miss data points this week on CreditUnions.com.
Return Of The Trade Hype
March 22, 2018
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Trade news is back in the spotlight after the Trump Administration announced $50 billion in new tariffs aimed directly at China.
2018 Executive Priorities At-A-Glance
March 19, 2018
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Feedback from Callahan’s 2018 Executive Outlook Survey identifies industry challenges and opportunities for the months ahead.
Employee Surveys, USDA Loans, And More
March 19, 2018
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Five can’t-miss data points this week on CreditUnions.com.
Trade Worries: Not Gone. Not Forgotten.
March 15, 2018
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The trade story is not done. It’s just in intermission.
Debit Rewards, Market Expansion, And A New Charter
March 12, 2018
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Five can’t-miss data points this week on CreditUnions.com.
Non-Interest Income Continues To Grow In Importance
March 12, 2018
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The need for credit unions to generate non-interest income continues to grow in a narrowing margin environment.
SEG Bonuses Underpin Deposit And Wealth Management Strategies At Elements Financial
The Indiana credit union funds lending all year with an annual cash surge.
March Was In Like A Lion, Out Like A Lion
The lion ate the lamb for dinner, but on this last day of the month, the stock market is finally quiet.
First-Time Homebuyers, Automation, And NII
Five can’t-miss data points this week on CreditUnions.com.
Return Of The Trade Hype
Trade news is back in the spotlight after the Trump Administration announced $50 billion in new tariffs aimed directly at China.
2018 Executive Priorities At-A-Glance
Feedback from Callahan’s 2018 Executive Outlook Survey identifies industry challenges and opportunities for the months ahead.
Employee Surveys, USDA Loans, And More
Five can’t-miss data points this week on CreditUnions.com.
Trade Worries: Not Gone. Not Forgotten.
The trade story is not done. It’s just in intermission.
Debit Rewards, Market Expansion, And A New Charter
Five can’t-miss data points this week on CreditUnions.com.
Non-Interest Income Continues To Grow In Importance
The need for credit unions to generate non-interest income continues to grow in a narrowing margin environment.
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.
An Anxious Tone In Risk Markets