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.
10 Leaders In Annual Revenue Per Full-Time Employee
February 29, 2016
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At which credit unions did employees post the highest gains in fourth quarter 2015? Find out in this leader table.
Dream Big
February 25, 2016
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Traders have avoided getting caught up in the Chinese stock market, but can they wean themselves away from oil enough to watch fundamentals again?
To Serve And Prosper
February 22, 2016
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Credit unions need to value service as much as profitability and be able to show it.
Year-End Data Shows Gains In Mortgage And Auto Lending
February 18, 2016
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The nations credit unions made strides in fourth quarter 2015, setting records in originations and market share.
2015 Credit Union Impact Report
February 15, 2016
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How much money did credit unions lend in 2015? How much loan interest did credit unions return to members? How many institutions offered financial education? All that and more in this year’s report.
Lessons From The Retail World
February 10, 2016
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Traditional retailers and credit unions are not necessarily on the same side of the digital divide when it comes to moving the model online.
Leaders In Credit Union Membership
February 8, 2016
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Adding 3.1 million members over 12 months, credit unions report the highest ever membership. Here are some of the leaders in overall membership.
Referred With A K.I.S.S.
February 8, 2016
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First Financial revamps its tell-a-friend program to Keep It Simple (and Successful).
Keep New Member Referrals All In The Family
February 8, 2016
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Harvest FCU adds members through a family-focused referral program.
3 Strategies To Manage Liquidity
February 2, 2016
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In today’s changing and often-uncertain economic environment, balance sheet management is top-of-mind with credit union executives.
10 Leaders In Annual Revenue Per Full-Time Employee
At which credit unions did employees post the highest gains in fourth quarter 2015? Find out in this leader table.
To Serve And Prosper
Credit unions need to value service as much as profitability and be able to show it.
Year-End Data Shows Gains In Mortgage And Auto Lending
The nations credit unions made strides in fourth quarter 2015, setting records in originations and market share.
2015 Credit Union Impact Report
How much money did credit unions lend in 2015? How much loan interest did credit unions return to members? How many institutions offered financial education? ...
Lessons From The Retail World
Traditional retailers and credit unions are not necessarily on the same side of the digital divide when it comes to moving the model online.
Leaders In Credit Union Membership
Adding 3.1 million members over 12 months, credit unions report the highest ever membership. Here are some of the leaders in overall membership.
Referred With A K.I.S.S.
First Financial revamps its tell-a-friend program to Keep It Simple (and Successful).
Keep New Member Referrals All In The Family
Harvest FCU adds members through a family-focused referral program.
3 Strategies To Manage Liquidity
In today’s changing and often-uncertain economic environment, balance sheet management is top-of-mind with credit union executives.
Browse Topics
Credit Human Redefines ‘Green’ In The Heart Of Texas
Savana Morie
The credit union completed a three acre headquarters campus in 2021 that offers 52% more space while consuming a fraction of the resources. It’s a model of how cooperatives can lead on sustainability without sacrificing performance.
CDFIs By The Numbers
Omar Shalabi
CDFI credit unions might be fewer in number, but their impact reaches millions of members, and their footprint highlights how targeted mission can translate into broad, measurable reach.
Serving The Underserved Without Accepting Preventable Fraud Losses
Callahan & Associates
Preventable fraud losses quietly erode credit union margins. The difference between a 25% and 6% loss rate isn’t risk. It’s execution.
Inside An In-School Model That Links Classrooms With College And Careers
Savana Morie
Holy Rosary Credit Union has embedded itself into a local high school’s career and technical education program, offering scholarships, internships, and courses eligible for college credit.
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.
Dream Big