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.
Credit Unions Bring Main Street Voices To Fed Advisory Councils
September 22, 2025
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Credit union leaders bring Main Street realities to the Fed, proving that from housing to tariffs, advocacy starts with mission-driven voices at the table.
What Is The Personal Savings Rate? And Why Should Credit Unions Care?
September 22, 2025
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Americans are saving a historically low amount of money. Armed with that insight, credit unions can strengthen savings habits.
AI Skills, CEO Evaluation, And More Strategic Opportunities For Boards
September 22, 2025
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Strategic succession, board development, and CEO accountability are evolving. Learn how board governance can unlock competitive advantages in today’s shifting landscape.
Quarterly Market Snapshot And Two-Year Financial Statement (2Q 2025)
September 18, 2025
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Long-rumored economic headwinds came to fruition in the second quarter of 2025. The job market stalled and tariff-driven inflation creeped up, creating a double whammy for Americans and credit union members. Now as much as ever, credit unions must strive to make a difference in the lives of everyday Americans. Understanding the credit union landscape
Calling All CFOs
September 15, 2025
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Unlock insights during Financial Performance Week on CreditUnions.com — data, analysis, and strategies to help credit union leaders interpret trends, manage balance sheets, and drive smarter growth.
Unpacking The Surge In Credit Union Operating Expenses
September 15, 2025
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Credit unions face rising costs from compensation and services — can they balance investment with efficiency to sustain member value?
Member Momentum Is At A Crossroads
September 15, 2025
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Member growth at U.S. credit unions is slowing, and credit unions are working to reignite growth, deepen engagement, and increase competitiveness amid shifting preferences and economic headwinds.
Should Credit Unions Be Pessimistic Or Optimistic About The Economy?
September 15, 2025
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Mixed signals have left many confused about the state of the U.S. economy. Credit union leaders must evaluate competing economic narratives and position their institutions accordingly.
Credit Union Asset Quality At Mid-Year 2025
September 15, 2025
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Delinquencies climbed across loan types in the second quarter, reversing gains made in the first three months of the year.
Agent Credit Card Programs: Structure, Strategy, and Impact
September 10, 2025
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Join Elan and TRK for a candid conversation about how the agent model can help your credit union grow without overextending resources.
Credit Unions Bring Main Street Voices To Fed Advisory Councils
Credit union leaders bring Main Street realities to the Fed, proving that from housing to tariffs, advocacy starts with mission-driven voices at the table.
What Is The Personal Savings Rate? And Why Should Credit Unions Care?
Americans are saving a historically low amount of money. Armed with that insight, credit unions can strengthen savings habits.
AI Skills, CEO Evaluation, And More Strategic Opportunities For Boards
Strategic succession, board development, and CEO accountability are evolving. Learn how board governance can unlock competitive advantages in today’s shifting landscape.
Quarterly Market Snapshot And Two-Year Financial Statement (2Q 2025)
Long-rumored economic headwinds came to fruition in the second quarter of 2025. The job market stalled and tariff-driven inflation creeped up, creating a double whammy ...
Calling All CFOs
Unlock insights during Financial Performance Week on CreditUnions.com — data, analysis, and strategies to help credit union leaders interpret trends, manage balance sheets, and drive ...
Unpacking The Surge In Credit Union Operating Expenses
Credit unions face rising costs from compensation and services — can they balance investment with efficiency to sustain member value?
Member Momentum Is At A Crossroads
Member growth at U.S. credit unions is slowing, and credit unions are working to reignite growth, deepen engagement, and increase competitiveness amid shifting preferences and ...
Should Credit Unions Be Pessimistic Or Optimistic About The Economy?
Mixed signals have left many confused about the state of the U.S. economy. Credit union leaders must evaluate competing economic narratives and position their institutions ...
Credit Union Asset Quality At Mid-Year 2025
Delinquencies climbed across loan types in the second quarter, reversing gains made in the first three months of the year.
Agent Credit Card Programs: Structure, Strategy, and Impact
Join Elan and TRK for a candid conversation about how the agent model can help your credit union grow without overextending resources.
Browse Topics
Innovation Only Goes So Far Without Internal Alignment
Marc Rapport
Coastal Credit Union evaluates fintech through the lens of member value, strategic growth, and organizational readiness to implement new ideas.
Future Bets For Fintech
Rebecca Wessler
Credit unions are making decisions about where to build, invest, and partner as they balance today’s priorities with tomorrow’s opportunities.
Future Bets From Today’s Credit Unions
Marc Rapport
Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.
Competing For Gen Z, SMBs, And The Future Of Money
Callahan & Associates
Credit unions that enable seamless movement between fiat and digital assets position themselves as a trusted on- and off-ramp.
The Financial Readiness Gap: Credit Unions Evaluate It Every Day. But Who Builds It?
Callahan & Associates
The credit unions that win the next generation will be the ones that showed up early, when young members were forming habits and deciding whom to trust.
Defending Your Credit Union Against Fraud Means Fighting Fire With Smarter Fire
Callahan & Associates
The challenge is no longer whether to adopt AI, but how to adopt it responsibly with the right governance, the right partners, and the right balance between technology and human oversight.
Digital Assets Are Coming For Payments. Are Credit Unions Ready?
Andrew Lepczyk
McKinsey projects trillions of dollars in growth across digital assets, with money movement emerging as one of the biggest opportunities.
The Long Game For Fintech At FORUM Credit Union
Marc Rapport
The Indiana cooperative blends internal development with selective partnerships to meet members’ needs today now while positioning for what’s next.
Mission Fed Weighs Fintech Returns Against Real-World Fit
Marc Rapport
The San Diego cooperative leans on its CUSO and the CURQL network to make fintech investments, but member needs still guide which solutions ultimately make it into the credit union’s operations.
AI Boot Camp Is More Than Basic Training At Clearview FCU
Aaron Passman
Hands-on work with artificial intelligence tools is future-proofing staff members, giving them the confidence to adopt new technology and embrace efficiencies.