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.
How Star One Uses Member Onboarding To Drive Account Growth And Efficiency
July 16, 2015
No Comments
The California credit union opens 22% of its new memberships online and will soon add a mobile app option.
A Ho-Hum Reaction To Greece
July 16, 2015
No Comments
Traders shrug at the deal struck between the European Union and Greek Parliament but turn their attention to ECB president Mario Draghi.
Chinese Stocks Surge While Greece Optimism Grows
July 9, 2015
No Comments
Hopefully, U.S. traders are not really focusing on Chinese markets. Why optimism over Greece in Europe is growing also is unclear.
Will Greek Voters Say “Yes” Or “No” To Proposed Austerity Measures?
July 2, 2015
No Comments
Regardless of what happens in Europe, we can expect one outcome on Monday.
The End Is Near … Probably … Maybe
June 25, 2015
No Comments
The rhetoric out of Greece suggests the crisis could be resolved as early as next week.
4 Ways The Sand States Have Dusted Themselves Off
June 22, 2015
No Comments
Hard hit during the recession, the Sand States kickoff 2015 with a return to growth.
Instantaneous Shock Analysis Provides Misleading IRR Results For Credit Unions
June 22, 2015
No Comments
More plausible interest rate scenarios would better serve the industry in planning for rising rates.
More Than A Name
June 22, 2015
No Comments
When TDECU sponsored the University of Houston’s new football stadium in 2014 it wanted more than a partnership.
Yellen Admits The Fed Is Clueless
June 18, 2015
No Comments
This data-dependent board of governors will do nothing until evidence slaps it in the face.
The Roles Less Traveled
June 11, 2015
No Comments
Two credit unions explain why logic trumps tradition when it comes to their division of responsibilities.
How Star One Uses Member Onboarding To Drive Account Growth And Efficiency
The California credit union opens 22% of its new memberships online and will soon add a mobile app option.
Chinese Stocks Surge While Greece Optimism Grows
Hopefully, U.S. traders are not really focusing on Chinese markets. Why optimism over Greece in Europe is growing also is unclear.
Will Greek Voters Say “Yes” Or “No” To Proposed Austerity Measures?
Regardless of what happens in Europe, we can expect one outcome on Monday.
The End Is Near … Probably … Maybe
The rhetoric out of Greece suggests the crisis could be resolved as early as next week.
4 Ways The Sand States Have Dusted Themselves Off
Hard hit during the recession, the Sand States kickoff 2015 with a return to growth.
Instantaneous Shock Analysis Provides Misleading IRR Results For Credit Unions
More plausible interest rate scenarios would better serve the industry in planning for rising rates.
More Than A Name
When TDECU sponsored the University of Houston’s new football stadium in 2014 it wanted more than a partnership.
Yellen Admits The Fed Is Clueless
This data-dependent board of governors will do nothing until evidence slaps it in the face.
The Roles Less Traveled
Two credit unions explain why logic trumps tradition when it comes to their division of responsibilities.
Browse Topics
Growth Is A Mindset, But Success Is In The Contract
Callahan & Associates
Arriba Advisors co-founder Tom Russell explores how credit unions can bridge the gap between a growth mindset and their technical reality.
Fraud Is Faster, Smarter, And Harder To Stop. Here’s How To.
Callahan & Associates
RKL offers insight, expertise, and experience to help fight off growing threats.
The Numbers Are Good. The Moment Is Hard.
William Hunt
Members are anxious about their financial futures, even as credit unions remain financially strong. Institutions that respond to this moment can make 2026 a turning point.
Wages Are Growing. Wallets Are Not.
Sherry Virden
Global events are flowing directly into household budgets, reshaping how credit union members save, borrow, and cope. Such trends don’t always show up in headline data.
Credit Unions Are Having A Margin Moment
Tony Waltrich
Credit unions are benefiting from a rare margin advantage as loans reprice slower than deposits. The question now is how institutions will use that strength to better serve members.
Where Have All The Members Gone?
Omar Shalabi
Membership growth is slowing, but financial activity is not. What does the modern financial relationship look like?
5 Takeaways From First Quarter Credit Union Performance Data
William Hunt
Inflation, war, and uncertain futures have reshaped members’ needs in 2026. What does credit union performance data from the first quarter of 2026 say about household budgets, inflation pressures, and more?
New Highs For Equity Markets Despite Iran And Oil Prices
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
New Graduates Face A Cautious Job-Hiring Landscape
Tony Waltrich
Today’s job market is shaped by skills based expectations, with employers slowing entry level hiring and placing greater emphasis on applied experience.
A Credit Union Journey Into Cryptocurrency And Stablecoins
Savana Morie
St. Cloud Financial is betting on digital assets to protect member relationships and future relevance. It’s picked up lessons for other leaders along the way.
A Ho-Hum Reaction To Greece