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.
A Capital Initiative At Fairfax County Credit Union
July 27, 2015
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In 2010, Fairfax County Credit Union received supplemental capital from the U.S. Treasury. Here’s how it used those funds to improve the long-term health of the credit union and its membership.
Why Credit Unions Need Supplemental Capital
July 27, 2015
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Michael Wettrich, president and chief executive of the $90 million Education First Credit Union in Ohio, makes the case for supplemental capital at credit unions.
Supplemental Capital Is No Panacea
July 27, 2015
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Supplemental capital is a useful tool that is long overdue; however, it is not without risk and potential complications.
Will Lower Oil Prices Spur Economic Activity?
July 23, 2015
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A slow summer day, mixed earnings for two symbolic companies, and dropping oil prices present a mixed bag for a sluggish global economy.
3 Ways To Improve Incentive Programs
July 21, 2015
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A broad contribution scope, standardized rewards, and sales-averse employee strategies have paid dividends for these Western credit unions.
How Star One Uses Member Onboarding To Drive Account Growth And Efficiency
July 16, 2015
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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
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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
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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
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Regardless of what happens in Europe, we can expect one outcome on Monday.
The End Is Near … Probably … Maybe
June 25, 2015
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The rhetoric out of Greece suggests the crisis could be resolved as early as next week.
A Capital Initiative At Fairfax County Credit Union
In 2010, Fairfax County Credit Union received supplemental capital from the U.S. Treasury. Here’s how it used those funds to improve the long-term health of ...
Supplemental Capital Is No Panacea
Supplemental capital is a useful tool that is long overdue; however, it is not without risk and potential complications.
Will Lower Oil Prices Spur Economic Activity?
A slow summer day, mixed earnings for two symbolic companies, and dropping oil prices present a mixed bag for a sluggish global economy.
3 Ways To Improve Incentive Programs
A broad contribution scope, standardized rewards, and sales-averse employee strategies have paid dividends for these Western credit unions.
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.
A Ho-Hum Reaction To Greece
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
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.
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.
Why Credit Unions Need Supplemental Capital