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.
The Changing Ratio Of Rent Versus Own
October 8, 2015
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More good news for the long-term outlook of the housing market.
High Stakes Fourth Quarter
October 1, 2015
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Stock traders are trying to use Wednesday’s rally as a launching pad for a better fourth quarter, but the market is looking a bit wobbly.
How To Entice Members To Choose Fee Over Free
September 28, 2015
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An account that pays members up to $200 a year in merchant rebates plus unlimited cash back rewards on signature-based debit card transactions has helped members at One Nevada ease into new checking options.
Waiting On Yellen
September 24, 2015
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Investors are fed up with market confusion. Will a lecture today by the Fed chair provide any clarity?
The Big GiveBack
September 21, 2015
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Workers’ Credit Union started its patronage dividend in 2013. In 2015, it wants to give back $3 million to its membership. Here’s how.
Patronage Dividends: A Callahan Survey
September 21, 2015
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A 2015 Callahan & Associates survey of 466 credit union CEOs and CFOs reveals attitudes and activity surrounding patronage dividends.
Investment Trends Update From TRUST
September 21, 2015
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Lower cash balances drive longer average life as derivatives usage slowly grows.
How Credit Unions Pay Out The Patronage
September 21, 2015
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A 2015 Callahan & Associates survey finds capital is a key reason to pay out to members. Yet despite the fact everyone likes to get money back, financial cooperatives don’t appear concerned about reaping the positive publicity.
A Tradition Of Thanks Three Decades In The Making
September 21, 2015
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CoVantage Credit Union’s $1.7 million patronage payout in 2014 marked the 33rd consecutive year the Wisconsin credit union has returned extra value to its loyal member-owners.
Paying Dividends
September 21, 2015
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Paying a patronage dividend helps engender loyalty among a credit union’s membership and strengthens its brand in the community.
High Stakes Fourth Quarter
Stock traders are trying to use Wednesday’s rally as a launching pad for a better fourth quarter, but the market is looking a bit wobbly.
How To Entice Members To Choose Fee Over Free
An account that pays members up to $200 a year in merchant rebates plus unlimited cash back rewards on signature-based debit card transactions has helped ...
Waiting On Yellen
Investors are fed up with market confusion. Will a lecture today by the Fed chair provide any clarity?
The Big GiveBack
Workers’ Credit Union started its patronage dividend in 2013. In 2015, it wants to give back $3 million to its membership. Here’s how.
Patronage Dividends: A Callahan Survey
A 2015 Callahan & Associates survey of 466 credit union CEOs and CFOs reveals attitudes and activity surrounding patronage dividends.
Investment Trends Update From TRUST
Lower cash balances drive longer average life as derivatives usage slowly grows.
How Credit Unions Pay Out The Patronage
A 2015 Callahan & Associates survey finds capital is a key reason to pay out to members. Yet despite the fact everyone likes to get ...
A Tradition Of Thanks Three Decades In The Making
CoVantage Credit Union’s $1.7 million patronage payout in 2014 marked the 33rd consecutive year the Wisconsin credit union has returned extra value to its loyal ...
Paying Dividends
Paying a patronage dividend helps engender loyalty among a credit union's membership and strengthens its brand in the community.
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.
The Changing Ratio Of Rent Versus Own