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.
Continuous Efforts Generate Political Advocates
April 28, 2016
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BECU and Superior FCU believe that the payoff of political activism lasts well beyond any elected official’s term limits. They have successfully implemented year-round efforts to build and maintain relationships with legislators.
Leveraging Our Competitive Difference
April 28, 2016
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Are we ignoring the competitive difference that makes credit unions unique? The largest credit union charter conversion yet will be put to a vote in November – what does an action like this mean for the industry?
San Francisco Federal Credit Union Voted “Best Credit Union”
April 28, 2016
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Efforts to make the benefits of the credit union industry more transparent are paying off in California.
Founders FCU Finds Ways to Grow Steadily
April 28, 2016
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When the Federal Reserve started to lower short-term interest rates in 2001 Tony Gilreath, chief financial officer of Founders Federal Credit Union, Lancaster, South Carolina said the CU’s board and management wasted no time. “We’re liability sensitive. We couldn’t afford a delayed reaction. Seeing the benefit of a lower coast of funds, we lowered rates, too,” said Gilreath. But that’s only one as
Belt-Tightening Continues Into 2010
April 26, 2016
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Despite stringent measures implemented in 2008, Arizona State Credit Union demonstrates it is good at helping people.
Cutting Costs and Reaping Opportunities
April 26, 2016
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Arrowhead Central Credit Union finished 2007 with strong financial results despite its geographic location in the “eye of the storm” – California’s housing bust.
Don’t Panic. Stick to Your Mission.
April 26, 2016
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We are in the low portion of a normal cycle. Previous good planning should carry you through, but some points to remember: Don’t panic; keep diversified; emphasize service over yield; stick to your mission; and maintain strong contact with members.
Working Closely with the Diocese
April 26, 2016
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In the Saginaw area, Catholic Federal displays a deep commitment to the communities and the Catholic flock.
Finding Success at “Ministry Banking”
April 26, 2016
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Evangelical Christian CU serves ministries and even considers itself a kind of ministry as well – a ministry that helps other ministries by lending to them.
CEO Interview: Incorporating Strong Principles
April 26, 2016
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VUMCU works closely with Virginia ‘s Methodist churches to foster innovative small loans while working to expand into larger church loans and grow its membership.
Continuous Efforts Generate Political Advocates
BECU and Superior FCU believe that the payoff of political activism lasts well beyond any elected official's term limits. They have successfully implemented year-round efforts ...
Leveraging Our Competitive Difference
Are we ignoring the competitive difference that makes credit unions unique? The largest credit union charter conversion yet will be put to a vote in ...
San Francisco Federal Credit Union Voted “Best Credit Union”
Efforts to make the benefits of the credit union industry more transparent are paying off in California.
Founders FCU Finds Ways to Grow Steadily
When the Federal Reserve started to lower short-term interest rates in 2001 Tony Gilreath, chief financial officer of Founders Federal Credit Union, Lancaster, South Carolina ...
Belt-Tightening Continues Into 2010
Despite stringent measures implemented in 2008, Arizona State Credit Union demonstrates it is good at helping people.
Cutting Costs and Reaping Opportunities
Arrowhead Central Credit Union finished 2007 with strong financial results despite its geographic location in the “eye of the storm” – California’s housing bust.
Don’t Panic. Stick to Your Mission.
We are in the low portion of a normal cycle. Previous good planning should carry you through, but some points to remember: Don’t panic; keep ...
Working Closely with the Diocese
In the Saginaw area, Catholic Federal displays a deep commitment to the communities and the Catholic flock.
Finding Success at “Ministry Banking”
Evangelical Christian CU serves ministries and even considers itself a kind of ministry as well – a ministry that helps other ministries by lending to ...
CEO Interview: Incorporating Strong Principles
VUMCU works closely with Virginia 's Methodist churches to foster innovative small loans while working to expand into larger church loans and grow its membership.
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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.