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.
Leaders In Efficiency For Third Quarter 2016
November 14, 2016
No Comments
Credit unions posted a slight improvement in the efficiency ratio versus one year ago. Check out this leader table to see which credit unions beat the industry average.
For The Bond Market, It’s Been A Good Run
November 10, 2016
No Comments
The lack of liquidity in the bond market has been an ongoing problem, and now the dam seems to be breaking.
Wright-Patt By The Numbers
November 8, 2016
No Comments
This Midwestern credit union’s performance highlights the power of the cooperative model.
GTE By The Numbers
November 7, 2016
No Comments
The team at GTE FCU managed the credit union through home prices declines and high unemployment.
U.S. Mortgages: Credit Unions Vs. Banks
November 7, 2016
No Comments
What does new Home Mortgage Disclosure Act data say about credit union performance?
It’s Time To Take Our Own Advice
November 7, 2016
No Comments
New DOL Fiduciary Rule is an opportunity to assess credit unions’ long-term goals for their investment advisors.
CUbroadcast Highlights Credit Union Growth By Region
November 4, 2016
No Comments
In episode No. 658, Callahan Industry Analyst Liz Furman digs deep into national and regional data and debunks the myth that credit union membership and asset growth is strictly due to mergers.
Election Nerves Leading Traders To Dream Big
November 3, 2016
No Comments
Traders are doing little besides watching the newswires for election news.
Earnings Surprises And Worries For Traders
October 27, 2016
No Comments
Once the dust settles, why U.S. traders will go back to watching the German market.
The Chicago Cubs Will Win The 2016 World Series
October 26, 2016
No Comments
And we can prove it with credit union data.
Leaders In Efficiency For Third Quarter 2016
Credit unions posted a slight improvement in the efficiency ratio versus one year ago. Check out this leader table to see which credit unions beat ...
Wright-Patt By The Numbers
This Midwestern credit union’s performance highlights the power of the cooperative model.
GTE By The Numbers
The team at GTE FCU managed the credit union through home prices declines and high unemployment.
U.S. Mortgages: Credit Unions Vs. Banks
What does new Home Mortgage Disclosure Act data say about credit union performance?
It’s Time To Take Our Own Advice
New DOL Fiduciary Rule is an opportunity to assess credit unions’ long-term goals for their investment advisors.
CUbroadcast Highlights Credit Union Growth By Region
In episode No. 658, Callahan Industry Analyst Liz Furman digs deep into national and regional data and debunks the myth that credit union membership and ...
Election Nerves Leading Traders To Dream Big
Traders are doing little besides watching the newswires for election news.
Earnings Surprises And Worries For Traders
Once the dust settles, why U.S. traders will go back to watching the German market.
The Chicago Cubs Will Win The 2016 World Series
And we can prove it with credit union data.
Browse Topics
Credit Human Redefines ‘Green’ In The Heart Of Texas
Savana Morie
The credit union completed a three acre headquarters campus in 2021 that offers 52% more space while consuming a fraction of the resources. It’s a model of how cooperatives can lead on sustainability without sacrificing performance.
CDFIs By The Numbers
Omar Shalabi
CDFI credit unions might be fewer in number, but their impact reaches millions of members, and their footprint highlights how targeted mission can translate into broad, measurable reach.
Serving The Underserved Without Accepting Preventable Fraud Losses
Callahan & Associates
Preventable fraud losses quietly erode credit union margins. The difference between a 25% and 6% loss rate isn’t risk. It’s execution.
Inside An In-School Model That Links Classrooms With College And Careers
Savana Morie
Holy Rosary Credit Union has embedded itself into a local high school’s career and technical education program, offering scholarships, internships, and courses eligible for college credit.
6 Credit Union Executive Priorities For 2026
Jay Johnson
Credit union leaders want to know where peers are placing their focus. These six priorities reflect how leadership teams are responding to change with intention and clarity.
What’s Next For Credit Union Earnings?
Omar Shalabi
As margin support begins to fade, earnings performance is becoming more sensitive to revenue mix and harder to interpret through public reporting alone.
The Great Wealth Transfer Is Also A Relationship Transfer
Savana Morie
Harvard FCU combines digital estate planning with human financial guidance to support positive, proactive wealth transfer across generations.
The Lending Lag Is Real, And Here’s What Smaller Credit Unions Can Do About It
Callahan & Associates
Discover how small to midsize credit unions can weather the economic headwinds hitting their communities right now.
Fresh Risks For Financial Markets
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
What’s In A Name: AVP Of Member Insights
Aaron Passman
At Service Credit Union, Dave Widener connects data, strategy, and culture to shape better outcomes for members.
For The Bond Market, It’s Been A Good Run