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.
Brand Awareness Boosted Through Public Relations
April 19, 2016
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Credit unions have often been bashful about publicizing their many good works, but that is changing. Find out how credit union executives are increasingly using public relations to increase public awareness of their efforts.
Maine Credit Unions Cooperatively Advertise “There’s One for You” in 2005
April 19, 2016
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Learn how Maine credit unions are using cooperative advertising to gain new members and increase services per household of existing members.
The Votes Are In: Lake Michigan Credit Union Remains a Credit Union
April 19, 2016
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The $1.1 billion Lake Michigan Credit Union (LMCU) in Grand Rapids, MI, will remain a credit union after less than two-thirds of voting members cast ballots in favor of a conversion to a mutual savings institution.
Unique Visions Produce Extraordinary Results
April 19, 2016
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Chip Filson examines credit unions that are performing phenomenally well in an environment that has many financial institutions struggling. The common factor in all of these cases is a unique vision which drives strategy.
Air Academy FCU: Commitment to Excellence Leads to First Mortgage Success
April 19, 2016
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During a time of credit union mortgage success, Air Academy has increased mortgage production as well as member service.
As Consumers Rebel, Credit Unions Can Benefit
April 19, 2016
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Negative headlines about financial institutions are commonplace in our current national climate, but one issue in particular has risen above the din in the last few months.
Building Technology into Our Industry’s Future
April 19, 2016
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A CUSO between Level 9, a private company, and New England Federal Credit Union ($679M in Williston, VT) specializing in credit union website development, has worked with over 75 credit unions, providing them with website solutions and brand integration strategies.
Managing Well in Tough Times: Interview with Tom Baldwin, EVP & CFO of Space Coast CU
April 19, 2016
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A good capital postition helps; so does taking advantage of opportunities.
There’s Nothing Punitive About A Bottom Line Built On Value And Service
April 19, 2016
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Credit unions must continue to build diversified income streams that strike a balance between profit and purpose.
Clear Connections Emerge Between CUSO Activity And Diversified Earnings
April 18, 2016
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Here’s how CUSOs and sales to secondary markets affect non-interest income.
Brand Awareness Boosted Through Public Relations
Credit unions have often been bashful about publicizing their many good works, but that is changing. Find out how credit union executives are increasingly using ...
Maine Credit Unions Cooperatively Advertise “There’s One for You” in 2005
Learn how Maine credit unions are using cooperative advertising to gain new members and increase services per household of existing members.
The Votes Are In: Lake Michigan Credit Union Remains a Credit Union
The $1.1 billion Lake Michigan Credit Union (LMCU) in Grand Rapids, MI, will remain a credit union after less than two-thirds of voting members cast ...
Unique Visions Produce Extraordinary Results
Chip Filson examines credit unions that are performing phenomenally well in an environment that has many financial institutions struggling. The common factor in all ...
Air Academy FCU: Commitment to Excellence Leads to First Mortgage Success
During a time of credit union mortgage success, Air Academy has increased mortgage production as well as member service.
As Consumers Rebel, Credit Unions Can Benefit
Negative headlines about financial institutions are commonplace in our current national climate, but one issue in particular has risen above the din in the last ...
Building Technology into Our Industry’s Future
A CUSO between Level 9, a private company, and New England Federal Credit Union ($679M in Williston, VT) specializing in credit union website development, has ...
Managing Well in Tough Times: Interview with Tom Baldwin, EVP & CFO of Space Coast CU
A good capital postition helps; so does taking advantage of opportunities.
There’s Nothing Punitive About A Bottom Line Built On Value And Service
Credit unions must continue to build diversified income streams that strike a balance between profit and purpose.
Clear Connections Emerge Between CUSO Activity And Diversified Earnings
Here’s how CUSOs and sales to secondary markets affect non-interest income.
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.