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.
A Chainsaw To Stocks As Bond Rates Rise
February 5, 2018
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What market drivers could also impact the credit union investment portfolio?
Callahan Bowl XIII Predicts Eagles Over Patriots
February 1, 2018
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Callahan data confirms this is where the Patriots dynasty ends.
Caution In The Bond Market?
January 18, 2018
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Plus, a congressional spending bill vote looms.
Get Busy Living Or Get Busy Dying
January 17, 2018
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A strong operation in rural Minnesota helps SouthPoint Financial Credit Union meet members where they are.
How To Make Business Loans In A Bustling Banking Market
January 12, 2018
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Charlotte Metro Credit Union manages risk while growing business deposits and loans faster than credit union averages.
Earnings By The Numbers (3Q17)
January 9, 2018
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Increases to the benchmark interest rate by the Fed have yet to significantly impact earnings at credit unions.
Investments By The Numbers (3Q17)
January 9, 2018
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Quarter-over-quarter, credit union investments shrank 3.0% as credit unions diverted assets from the investment portfolio to the loan portfolio.
Much Anticipated Tax Reform, Outlook For First-Half Of 2018
January 9, 2018
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This monthly market commentary helps credit unions look beyond the headlines to better understand what is driving market trends that could impact the investment portfolio.
Shoreline Goes Long In Investments
January 8, 2018
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The Wisconsin credit union is adding length to its investments to make up for lost income in indirect lending.
Credit Union Leaders In 3 Investment Metrics
January 1, 2018
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With investment rates rising, investment growth and yield on investments increase.
Callahan Bowl XIII Predicts Eagles Over Patriots
Callahan data confirms this is where the Patriots dynasty ends.
Caution In The Bond Market?
Plus, a congressional spending bill vote looms.
Get Busy Living Or Get Busy Dying
A strong operation in rural Minnesota helps SouthPoint Financial Credit Union meet members where they are.
How To Make Business Loans In A Bustling Banking Market
Charlotte Metro Credit Union manages risk while growing business deposits and loans faster than credit union averages.
Earnings By The Numbers (3Q17)
Increases to the benchmark interest rate by the Fed have yet to significantly impact earnings at credit unions.
Investments By The Numbers (3Q17)
Quarter-over-quarter, credit union investments shrank 3.0% as credit unions diverted assets from the investment portfolio to the loan portfolio.
Much Anticipated Tax Reform, Outlook For First-Half Of 2018
This monthly market commentary helps credit unions look beyond the headlines to better understand what is driving market trends that could impact the investment portfolio.
Shoreline Goes Long In Investments
The Wisconsin credit union is adding length to its investments to make up for lost income in indirect lending.
Credit Union Leaders In 3 Investment Metrics
With investment rates rising, investment growth and yield on investments increase.
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.
A Chainsaw To Stocks As Bond Rates Rise