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.
Extending the Reach
April 14, 2016
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Looking for new opportunities, we formed a CUSO holding company and within it a marketing company. This marketing company serves credit unions, even banks, has been profitable since inception and has extended our reach to persons otherwise not served.
Marketing the Reverse Mortgage— A Retirement Option
April 14, 2016
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Many seniors are concerned about funding their retirement, especially with rising medical and living expenses. A reverse mortgage product allows credit unions help older members address their financial needs.
Net Concepts CUs Should be Going For
April 14, 2016
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As the ability to expand and advance member offerings online continues forward, credit unions are looking for enhanced ways to empower their members with technology to better understand their needs and position the credit union more favorably as the trusted primary financial institution (PFI). Popular solutions are emerging that
CECL Challenges And Opportunities
April 14, 2016
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The new accounting standard from FASB presents challenges and opportunities to credit unions and CUSOs.
The Year Of Living Dangerously
April 13, 2016
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Introducing monthly dues was a risky move for Arizona Federal. Yet one year later, the credit union has a more engaged membership as a result.
NCUA Summarily Executes 6 Credit Unions Without Due Process
April 13, 2016
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The regulator’s drastic move is a troubling illustration of how the agency created to foster the movements safety and soundness is becoming a threat to its future.
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.
Extending the Reach
Looking for new opportunities, we formed a CUSO holding company and within it a marketing company. This marketing company serves credit unions, even banks, has ...
Marketing the Reverse Mortgage— A Retirement Option
Many seniors are concerned about funding their retirement, especially with rising medical and living expenses. A reverse mortgage product allows credit unions help older members ...
Net Concepts CUs Should be Going For
As the ability to expand and advance member offerings online continues forward, credit unions are looking for enhanced ways to empower their members with technology ...
CECL Challenges And Opportunities
The new accounting standard from FASB presents challenges and opportunities to credit unions and CUSOs.
The Year Of Living Dangerously
Introducing monthly dues was a risky move for Arizona Federal. Yet one year later, the credit union has a more engaged membership as a result.
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.
Browse Topics
The Callahan Guide To The 2026 Final Four
Tony Waltrich
What happens when credit union performance data meets March Madness? Callahan’s proprietary model breaks down state-level results to forecast who takes home the hardware.
A Rewards Program That Relies On Relationships, Not Usage
Savana Morie
Nuvision’s Added Advantage program tracks member engagement across the credit union, then rewards relationships through better pricing and other perks.
Innovations Financial Bets Big On Small Business Lending
Aaron Passman
CDFI grant funding helps the Florida cooperative offer microloans for small businesses after many banks pulled out of its market.
How Marine Credit Union Shifted Its Foundation From Siloed To Symbiotic
Savana Morie
By aligning governance, leadership, and day to day operations, Marine Credit Union transformed its foundation from a parallel operation into a visible extension of the credit union brand.
How Today’s Market Is Stress-Testing Credit Union And Bank Earnings Models
Andrew Lepczyk
Credit union and bank earnings reflect different business objectives. Those differences matter for how financial institutions serve their markets.
The Case For Marketing That Doesn’t Lead With The Credit Union
Savana Morie
Whitefish Credit Union barely mentions itself in its member stories. Instead, its high-quality video storytelling spotlights people, businesses, and communities, building trust, advocacy, and impact that don’t always show up in traditional ROI metrics.
Exit Interview: Deb Vollmer
Aaron Passman
The retired Langley FCU executive looks back on a career shaped by industry change, evolving leadership responsibility, and a constant focus on serving members first.
How Affinity FCU Became A Financial First Responder
Callahan & Associates
The New Jersey-New York metro credit union shares how a wellbeing-led strategy ensures members know where to turn first when life gets difficult.
Running With Scissors: The Bold Side Of Personalization
Callahan & Associates
To become skilled at personalization, credit unions must stop making assumptions about what resonates with members and start leveraging data to be sure.
A Short Guide To Compliance With The New Succession Planning Rule
Jennie Boden
Check all the right boxes while tying your credit union compliance efforts to strategy.
NCUA Summarily Executes 6 Credit Unions Without Due Process