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.
Breakdown Your Goals
July 25, 2016
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University of Iowa Community Credit Union discusses how securing stellar sales performance starts with developing proper benchmarks and individual accountability
How To Make Generational Wealth Transfer A Successful Part Of Your Investment Business
July 18, 2016
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Establishing relationships across generations helps ensure future success for heirs and business for advisors.
One National Credit Union Voice Makes 17 Million Local Differences
July 12, 2016
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“The diversity among credit unions often makes it difficult for us to speak with one voice,” contends Jim Blaine. Learn about Blaine’s – and 130 other credit unions’ – quest to showcase the Credit Union Difference nationally.
Salary Disclosures Are the Tip of the Spear
July 12, 2016
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Take a look at different credit union approaches to executive compensation disclosures. The ultimate goal of disclosure is to sustain members’ trust with the credit union.
Serve & Advocate: 2 Steps to Achieve Local and National Impact
July 12, 2016
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A recent study showed that high impact organizations cannot achieve large-scale social change through service delivery alone. Here’s one way to raise your advocacy voice as well.
If Credit Unions Were Called to Capitol Hill
July 12, 2016
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Last week, CEOs of some of the nation’s largest banks were summoned by Congress to defend their management of bailout funds. What would it look like if they called on credit unions?
About Ed Callahan…
July 12, 2016
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In the final analysis you can say many things about a man’s life… some men are admired, some are respected, some are envied, some are feared… and countless other adjectives and accolades. But, in the final analysis, the most important thing you can say about a great man is… he will be missed.
Stats And Real People Tell The Digital Tale
July 11, 2016
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Mobile banking adoption lag? SWBC panelists describe their yen for mobile integration combined with financial education.
A 3-Year Strategy To Turn Around Negative Growth
July 11, 2016
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Capitol Credit Union revamped policies, processes, and procedures to counter negative loan and member growth and once again achieve stable financial footing.
5 Graphs That Show How Technology Offers A Competitive Advantage
July 4, 2016
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Credit unions with strong technology offerings outperform their peers in growth, penetration, and average relationships.
Breakdown Your Goals
University of Iowa Community Credit Union discusses how securing stellar sales performance starts with developing proper benchmarks and individual accountability
How To Make Generational Wealth Transfer A Successful Part Of Your Investment Business
Establishing relationships across generations helps ensure future success for heirs and business for advisors.
One National Credit Union Voice Makes 17 Million Local Differences
“The diversity among credit unions often makes it difficult for us to speak with one voice,” contends Jim Blaine. Learn about Blaine’s – and 130 ...
Salary Disclosures Are the Tip of the Spear
Take a look at different credit union approaches to executive compensation disclosures. The ultimate goal of disclosure is to sustain members’ trust with the credit ...
Serve & Advocate: 2 Steps to Achieve Local and National Impact
A recent study showed that high impact organizations cannot achieve large-scale social change through service delivery alone. Here’s one way to raise your advocacy voice ...
If Credit Unions Were Called to Capitol Hill
Last week, CEOs of some of the nation’s largest banks were summoned by Congress to defend their management of bailout funds. What would it look ...
About Ed Callahan…
In the final analysis you can say many things about a man's life… some men are admired, some are respected, some are envied, some are ...
Stats And Real People Tell The Digital Tale
Mobile banking adoption lag? SWBC panelists describe their yen for mobile integration combined with financial education.
A 3-Year Strategy To Turn Around Negative Growth
Capitol Credit Union revamped policies, processes, and procedures to counter negative loan and member growth and once again achieve stable financial footing.
5 Graphs That Show How Technology Offers A Competitive Advantage
Credit unions with strong technology offerings outperform their peers in growth, penetration, and average relationships.
Browse Topics
Meet The Finalists For The 2026 Innovation Series: Data And Decision Intelligence
Callahan & Associates
This year’s finalists are reimagining how credit unions use data to boost service levels and improve efficiencies.
A New Product Playbook Is Driving Change At Premier Credit Union
Savana Morie
In order to adopt a more proactive strategy, the Iowa cooperative is using a dedicated product development team to promote visibility and follow-through from idea to launch.
Meet The Finalists For The 2026 Innovation Series: AI-Powered Member Experience
Callahan & Associates
This year’s finalists are reimagining how credit unions can use AI to combine cutting-edge technology with old-school member service.
When Members Don’t Turn To FIs, They Turn To Friends And Family
Andrew Lepczyk
Financial advice comes in many forms. How can credits union make sure they are the No. 1 choice for their members?
Meet The Finalists For The 2026 Innovation Series: Reimagining The Lending Experience
Callahan & Associates
This year’s finalists are uncovering new ways to harness the power of technology to improve and expand lending across the industry.
A Small Match Builds Big Emergency Savings At Lake Trust
Aaron Passman
A program to help staffers improve their savings skills generated more than $200,000 in deposits and helped change participants’ financial habits.
Credit Union Data Predicts Who Will Win Super Bowl 2026
Andrew Lepczyk
As Super Bowl LX nears, the Callahan Bowl prediction model says the Seahawks will see green en route to the Lombardi Trophy.
140 Million Reasons To Lend
Aaron Passman
Lending is evolving, and credit unions are adapting. This week, CreditUnions.com examines how shifting economic conditions are reshaping lending strategies.
Rethinking Auto Lending And The Choices Facing Credit Union Leaders
Callahan & Associates
Affordability pressures, extended loan terms, and shifting vehicle values are forcing institutions to look beyond familiar structures and reconsider how to balance risk and return.
What Credit Unions Can Do NOW To Launch And Expand Student Lending Programs
Callahan & Associates
Credit unions are uniquely well-positioned to guide members through uncertainty and fill essential funding gaps.