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.
Fed Statement Reveals An Alternate Universe
October 29, 2015
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Stock traders like easy money, but they don’t like seeing the Federal Reserve basing decisions on shaky global markets.
A Mandate For Discovery
October 28, 2015
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Credit unions are exceeding goals and breaking records quarter after quarter. In such an ideal environment, why are some still looking for the next challenge?
State In The Spotlight: Kansas
October 19, 2015
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How do credit unions in Kansas stack up against the nation?
Talking To Generation X And Millennials About Financial Investing
October 19, 2015
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Here are some things to think about to attract and serve new generations of self-directed investors.
Betting On A Bleak Future
October 15, 2015
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Despite a rally in Chinese stocks, traders are looking for bad news.
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.
A Mandate For Discovery
Credit unions are exceeding goals and breaking records quarter after quarter. In such an ideal environment, why are some still looking for the next challenge?
Talking To Generation X And Millennials About Financial Investing
Here are some things to think about to attract and serve new generations of self-directed investors.
Betting On A Bleak Future
Despite a rally in Chinese stocks, traders are looking for bad news.
The Changing Ratio Of Rent Versus Own
More good news for the long-term outlook of the housing market.
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.
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.
Fed Statement Reveals An Alternate Universe