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.
How Alliant Plans To Triple Down On NII
September 4, 2016
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The Illinois credit union has a lower-than-average reliance on non-interest income and plans to increase those revenue streams in the coming years.
3 Graphs That Show Second Quarter Member Service Success
September 4, 2016
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Credit unions are serving members better than ever before, and these three graphs show just how much ground the cooperative industry has gained.
A Fun September?
September 1, 2016
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The markets were quiet for most of August, and traders are eager for September to bring more activity.
How To Create A Culture Of Accountability
August 29, 2016
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Seven core cultural beliefs at Vantage West Credit Union shapes a future of “deliberate success.”
Member Relationships By The Number (1Q 2016)
August 29, 2016
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Penetration metrics are up across all major product types, with share draft penetration topping 50%.
Yellen Eve
August 25, 2016
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The world is nervously awaiting Janet Yellen’s speech tomorrow, but the over-hyped event will not live up to expectations.
3 Takeaways From Trendwatch 2Q 2016
August 23, 2016
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Second quarter performance data tells a positive story: member growth has never been stronger, the loan faucet is still flowing, and credit unions are well-positioned from an interest rate risk perspective.
3 Findings From Callahan’s Non-Interest Income Survey
August 22, 2016
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Callahan & Associates surveyed 170 credit union executives to gain insight into their current and emerging sources of non-interest income.
A Team Solution To The Payday Lending Problem
August 22, 2016
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Redstone Federal Credit Union combines risk and reward in its counseling-lending program and casts a wary eye at proposed CFPB changes in short-term loan regs.
Credit Unions Ride An ROA Roller Coaster
August 19, 2016
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Second quarter data shows the industry’s ROA is up quarter-over-quarter but slightly down year-over-year.
How Alliant Plans To Triple Down On NII
The Illinois credit union has a lower-than-average reliance on non-interest income and plans to increase those revenue streams in the coming years.
3 Graphs That Show Second Quarter Member Service Success
Credit unions are serving members better than ever before, and these three graphs show just how much ground the cooperative industry has gained.
How To Create A Culture Of Accountability
Seven core cultural beliefs at Vantage West Credit Union shapes a future of "deliberate success."
Member Relationships By The Number (1Q 2016)
Penetration metrics are up across all major product types, with share draft penetration topping 50%.
Yellen Eve
The world is nervously awaiting Janet Yellen’s speech tomorrow, but the over-hyped event will not live up to expectations.
3 Takeaways From Trendwatch 2Q 2016
Second quarter performance data tells a positive story: member growth has never been stronger, the loan faucet is still flowing, and credit unions are well-positioned ...
3 Findings From Callahan’s Non-Interest Income Survey
Callahan & Associates surveyed 170 credit union executives to gain insight into their current and emerging sources of non-interest income.
A Team Solution To The Payday Lending Problem
Redstone Federal Credit Union combines risk and reward in its counseling-lending program and casts a wary eye at proposed CFPB changes in short-term loan regs. ...
Credit Unions Ride An ROA Roller Coaster
Second quarter data shows the industry’s ROA is up quarter-over-quarter but slightly down year-over-year.
Browse Topics
MSUFCU Turns A Break In Payments Into A Member Experience Moment
Aaron Passman
The Michigan cooperative keeps everyday payments working and members happy by using a common friction point to build brand loyalty.
Insights From The Outside: Don Rositano
Marc Rapport
How a former Sam’s Club finance leader adapted his member-first mindset to a not-for-profit credit union.
What’s In A Name: Vice President Of History And Culture
Aaron Passman
How a unique role instills SchoolsFirst FCU’s future leaders with an appreciation for its past.
Growth Is A Mindset, But Success Is In The Contract
Callahan & Associates
Arriba Advisors co-founder Tom Russell explores how credit unions can bridge the gap between a growth mindset and their technical reality.
Fraud Is Faster, Smarter, And Harder To Stop. Here’s How To.
Callahan & Associates
RKL offers insight, expertise, and experience to help fight off growing threats.
The Numbers Are Good. The Moment Is Hard.
William Hunt
Members are anxious about their financial futures, even as credit unions remain financially strong. Institutions that respond to this moment can make 2026 a turning point.
Wages Are Growing. Wallets Are Not.
Sherry Virden
Global events are flowing directly into household budgets, reshaping how credit union members save, borrow, and cope. Such trends don’t always show up in headline data.
Credit Unions Are Having A Margin Moment
Tony Waltrich
Credit unions are benefiting from a rare margin advantage as loans reprice slower than deposits. The question now is how institutions will use that strength to better serve members.
Where Have All The Members Gone?
Omar Shalabi
Membership growth is slowing, but financial activity is not. What does the modern financial relationship look like?
5 Takeaways From First Quarter Credit Union Performance Data
William Hunt
Inflation, war, and uncertain futures have reshaped members’ needs in 2026. What does credit union performance data from the first quarter of 2026 say about household budgets, inflation pressures, and more?
A Fun September?