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.
Watch and Learn How One CU is Putting the Control in the Hands of the Member
April 21, 2016
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Diana Dykstra, CEO of San Francisco Fire Credit Union ($423m, San Francisco, CA) describes their 2007 strategy for demonstrating the credit union difference – allowing members to set their own rates and create their own accounts.
CEO Interview: Acting Boldly In Good Times
April 21, 2016
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Backed by record-setting financials but with low member growth, Pete Sainato, CEO of Justice FCU, is instigating a program of significantly boosting return and value to members.
Catch ‘Em Young: Grow Membership and Drive Debit Usage
April 21, 2016
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How Oxford FCU is having success with its’ two-pronged strategy that is attracting younger members and driving up debit card usage.
Unity One’s Three-Pronged Approach to Serve the Hispanic Community
April 21, 2016
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The fastest growing segment of our country’s population represents an oportunidad importante for credit unions.
BECU Posts 19% Share Growth and Rising Membership in 3rd Quarter
April 21, 2016
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Defying the stall in industry growth rates, BECU is growing shares at five times the national average according to First Look data. What is driving their success?
Would You Like a Loan with that?
April 19, 2016
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Outbound calling allows a credit union to personalize the point of contact and can be successful at getting members to increase their relationship with the credit union.
Branches in Retail Stores Propel Membership, Asset Growth
April 19, 2016
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BECU grew in assets from $3 billion in 1999 to $5 billion in 2004. One catalyst for this growth: 33 new branches built in retail stores.
RSS Feeds at UW Credit Union are a First
April 19, 2016
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University of Wisconsin Credit Union in Madison with $730 million in assets have begun using RSS news feeds to update members on its monthly website content.
Navy Federal Credit Union Posts Strong Results in 2004
April 19, 2016
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Navy Federal Credit Union grew by nearly $3 billion in assets in 2004. Find out what the main drivers were behind their success in 2004.
Rise in Business Lending Provides Growth Opportunity
April 19, 2016
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Many credit unions are growing their lending portfolio through member business lending. The foundation for a successful program is an all-encompassing strategy.
Watch and Learn How One CU is Putting the Control in the Hands of the Member
Diana Dykstra, CEO of San Francisco Fire Credit Union ($423m, San Francisco, CA) describes their 2007 strategy for demonstrating the credit ... CEO Interview: Acting Boldly In Good Times
Backed by record-setting financials but with low member growth, Pete Sainato, CEO of Justice FCU, is instigating a program of significantly boosting return and value ...
Catch ‘Em Young: Grow Membership and Drive Debit Usage
How Oxford FCU is having success with its’ two-pronged strategy that is attracting younger members and driving up debit card usage.
Unity One’s Three-Pronged Approach to Serve the Hispanic Community
The fastest growing segment of our country’s population represents an oportunidad importante for credit unions.
BECU Posts 19% Share Growth and Rising Membership in 3rd Quarter
Defying the stall in industry growth rates, BECU is growing shares at five times the national average according to First Look data. What is driving ...
Would You Like a Loan with that?
Outbound calling allows a credit union to personalize the point of contact and can be successful at getting members to increase their relationship with the ...
Branches in Retail Stores Propel Membership, Asset Growth
BECU grew in assets from $3 billion in 1999 to $5 billion in 2004. One catalyst for this growth: 33 new branches built in retail ...
RSS Feeds at UW Credit Union are a First
University of Wisconsin Credit Union in Madison with $730 million in assets have begun using RSS news feeds to update members on its monthly website ...
Navy Federal Credit Union Posts Strong Results in 2004
Navy Federal Credit Union grew by nearly $3 billion in assets in 2004. Find out what the main drivers were behind their success in 2004.
Rise in Business Lending Provides Growth Opportunity
Many credit unions are growing their lending portfolio through member business lending. The foundation for a successful program is an all-encompassing strategy.
Browse Topics
6 Credit Union Executive Priorities For 2026
Jay Johnson
Credit union leaders want to know where peers are placing their focus. These six priorities reflect how leadership teams are responding to change with intention and clarity.
What’s Next For Credit Union Earnings?
Omar Shalabi
As margin support begins to fade, earnings performance is becoming more sensitive to revenue mix and harder to interpret through public reporting alone.
The Great Wealth Transfer Is Also A Relationship Transfer
Savana Morie
Harvard FCU combines digital estate planning with human financial guidance to support positive, proactive wealth transfer across generations.
The Lending Lag Is Real, And Here’s What Smaller Credit Unions Can Do About It
Callahan & Associates
Discover how small to midsize credit unions can weather the economic headwinds hitting their communities right now.
Fresh Risks For Financial Markets
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
What’s In A Name: AVP Of Member Insights
Aaron Passman
At Service Credit Union, Dave Widener connects data, strategy, and culture to shape better outcomes for members.
At Cardinal Credit Union, Small Investments Offer Big Financial Lessons
Aaron Passman
The Ohio-based cooperative has partnered with a fintech to offer fractional investing as part of its financial education curriculum in local schools.
How Compensation Blind Spots Impact CEO Retention And Succession
Callahan & Associates
Seven questions credit union board members should ask to ensure alignment on executive benefit plan goals.
What Makes Good AI Policy? Start With Curiosity And Accountability.
Marc Rapport
As credit unions move from experimentation to adoption, leaders offer firsthand knowledge on what separates weak policies from strong ones that actually work.
Governance And Guardrails Help Credit Unions Navigate AI
Aaron Passman
How Members Cooperative focuses on structure, oversight, and clear expectations to ensure AI supports, not undermines, long term strategy.