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

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 fixes into bottom-line wins.

Read More »
Features

A New Leadership Team Focuses On Organic Growth At Verve

After years of merger-driven gains, a new senior leadership team and sales culture at Verve is powering a push for organic growth.
Features

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 ...

No More Paper Losses –A Modern Investment Approach for Credit Unions

Join Elite Capital Management Group for a strategic session on how Structured Protection can deliver equity participation with defined downside protection.
Partner Perspectives

What Was Once A Safe Corner Of Credit Union Portfolios Is Now A Source Of Pain

Structured protection strategies provide potentially higher long-term total returns than bonds while muting the volatility and downside risk traditionally associated with equities.
Blogs

2026 Begins With Market Sentiment Similar To 2025

Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Features

How AI Is Shaping HR For The Next Era

Four executives share how they are skilling up and soothing nerves as they navigate the AI revolution in real time.

Introduction to CDFIs: Why Credit Unions Are (and Always Have Been) Community Development Financial Institutions

Credit unions have always been engines of community development, long before the CDFI Fund existed.

All Things CDFI: Wrapping 2025, Ready for 2026

Mike Beall, John McKechnie. and Christine Duncan wrap up an eventful year for the CDFI Fund and cover what credit unions need to know heading ...
Features

At Kirtland Credit Union, Project Management Isn’t Just A Task. It’s An Ethos.

Kirtland Credit Union’s five-tiered scoring system and rigorous approval process might look like red tape, but it’s streamlining resource allocation and improving efficiency for credit ...
Features

Credit Union Finance Leaders Saddle Up For 2026

After an anxious 2025, CFOs and observers across the industry are preparing for the year ahead — for better or for worse.
Scroll to Top