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.
There’s A Smell Of Inflation In The Air
September 3, 2015
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The bond market’s problem isn’t just selling by China.
Reach For The Cutting Edge Without Falling Over
August 28, 2015
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A Texas credit union looks to vendor management, conversion-related momentum, and a healthy dose of skepticism to build an expansive technology base without breaking the bank.
4 Facts About The Income Statement At Midyear 2015
August 28, 2015
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Credit unions reported 7.1% year-over-year growth in income, and that’s just the beginning.
4 Facts About Shares In Second Quarter 2015
August 28, 2015
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Share growth at credit unions has reached a significant milestone.
Stocks, Bonds, And China
August 27, 2015
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Although Donald Trump might tell you China is trying to destroy America, the simple fact is the Chinese need to raise money to fund support efforts at home.
Credit Union Branches Are On The Rise
August 26, 2015
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The number of credit union branches has risen since midyear 2014, but deposit market share is holding steady.
5 Facts About Credit Union Lending In Second Quarter 2015
August 26, 2015
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Lending activity at America’s credit unions suggests members are making cooperatives their financial institution of choice.
Operating Efficiency Improves At U.S. Credit Unions In The Second Quarter
August 26, 2015
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Credit unions of all asset sizes are spending less to earn a dollar.
Star One Credit Union Posts 5.64% Growth In Member Relationships
August 25, 2015
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The California cooperative reaches all-time high in average member relationship.
State Farm FCU Is Among Top 10 Most Efficient $1 Billion Credit Unions
August 25, 2015
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A distinct branching model contributes to lean operations at the $3.9 billion institution.
Reach For The Cutting Edge Without Falling Over
A Texas credit union looks to vendor management, conversion-related momentum, and a healthy dose of skepticism to build an expansive technology base without breaking the ...
4 Facts About The Income Statement At Midyear 2015
Credit unions reported 7.1% year-over-year growth in income, and that’s just the beginning.
4 Facts About Shares In Second Quarter 2015
Share growth at credit unions has reached a significant milestone.
Stocks, Bonds, And China
Although Donald Trump might tell you China is trying to destroy America, the simple fact is the Chinese need to raise money to fund support ...
Credit Union Branches Are On The Rise
The number of credit union branches has risen since midyear 2014, but deposit market share is holding steady.
5 Facts About Credit Union Lending In Second Quarter 2015
Lending activity at America’s credit unions suggests members are making cooperatives their financial institution of choice.
Operating Efficiency Improves At U.S. Credit Unions In The Second Quarter
Credit unions of all asset sizes are spending less to earn a dollar.
Star One Credit Union Posts 5.64% Growth In Member Relationships
The California cooperative reaches all-time high in average member relationship.
State Farm FCU Is Among Top 10 Most Efficient $1 Billion Credit Unions
A distinct branching model contributes to lean operations at the $3.9 billion institution.
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.
There’s A Smell Of Inflation In The Air