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.
Lessons From A YouTube Series
August 1, 2016
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Arizona FCU puts a financial twist on “The Biggest Loser” with its “My Comeback” web series.
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.
Lessons From A YouTube Series
Arizona FCU puts a financial twist on “The Biggest Loser” with its “My Comeback” web series.
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.
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?