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.
Financial Services Management Group: Developing Alternative Choices for Investment and Insurance
April 12, 2016
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Investment and insurance services, two key non-traditional products emerging in credit unions today, can help credit unions achieve a variety of new revenue goals and member service needs. Find out why one credit union has instead turned to a new and more flexible solution for its investment and insurance program.
Spring Cleaning For Credit Unions
April 11, 2016
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This week, CreditUnions.com gets in the spring cleaning spirit by featuring articles and graphics on how credit unions are simplifying operations, paring down documents, and closing inactive checking accounts.
7 Ways To Plant The Seeds Of Financial Success
April 11, 2016
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Spring is an excellent time to assess efficiency and clean up clutter to make way for new products and measures.
What You Need to Know: Credit Unions are Different From Banks
April 8, 2016
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Recent regulatory actions make it critical to understand how credit unions — and the system in which they operate — are different from banks.
Loan From the Front
April 8, 2016
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Member-facing staff at one Virginia credit union helps the institution reach its maximum lending potential.
The Power of Data
April 7, 2016
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Quantitative facts covering almost every aspect of credit union activity are abundant—and becoming even more plentiful. Many users of data are seeking answers. The issues range from the general, “How-am-I-doing?” to the specific, such as “Should-Iraise-my-NSF-fee?”
Maintain Healthy Cash Flow
April 7, 2016
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Georgetown University’s student-run credit union is cognizant of the duration of its investments and has developed strong cash positions.
Investment CUSOs Need The Right Attitude
April 7, 2016
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Veridian Group, a subsidiary of Veridian Credit Union, aggressively investigates viable products.
Improved Bottom Lines Boost Credit Union Capital
April 7, 2016
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Credit unions have turned out solid core business results in 2012.
Losing Your Core Sponsor: Creating a New Blueprint for the Future
April 7, 2016
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To help all credit unions that have faced losing a sponsor, 5 consultants respond to the challenge faced by Circle-W Credit Union in this theoretical case study.
Financial Services Management Group: Developing Alternative Choices for Investment and Insurance
Investment and insurance services, two key non-traditional products emerging in credit unions today, can help credit unions achieve a variety of new revenue goals and ...
Spring Cleaning For Credit Unions
This week, CreditUnions.com gets in the spring cleaning spirit by featuring articles and graphics on how credit unions are simplifying operations, paring down documents, and ...
7 Ways To Plant The Seeds Of Financial Success
Spring is an excellent time to assess efficiency and clean up clutter to make way for new products and measures.
What You Need to Know: Credit Unions are Different From Banks
Recent regulatory actions make it critical to understand how credit unions — and the system in which they operate — are different from banks.
Loan From the Front
Member-facing staff at one Virginia credit union helps the institution reach its maximum lending potential.
The Power of Data
Quantitative facts covering almost every aspect of credit union activity are abundant—and becoming even more plentiful. Many users of data are seeking answers. The issues ...
Maintain Healthy Cash Flow
Georgetown University’s student-run credit union is cognizant of the duration of its investments and has developed strong cash positions.
Investment CUSOs Need The Right Attitude
Veridian Group, a subsidiary of Veridian Credit Union, aggressively investigates viable products.
Improved Bottom Lines Boost Credit Union Capital
Credit unions have turned out solid core business results in 2012.
Losing Your Core Sponsor: Creating a New Blueprint for the Future
To help all credit unions that have faced losing a sponsor, 5 consultants respond to the challenge faced by Circle-W Credit Union in this theoretical ...
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.