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.
What Is Stagflation? And What Does It Mean For Credit Unions?
June 9, 2025
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The growing risk of stagflation puts the Federal Reserve in a difficult position and raises the stakes on potential consequences for member finances, investment portfolios, and margin management.
Markets Responded Well To Reduced Trade Fears In May
June 9, 2025
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Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
What ‘Affordability’ Really Means In Today’s Housing Market
June 2, 2025
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From rent-to-income ratios to indexed pricing, credit unions can use housing data to better understand how costs affect financial wellbeing and lending risk at the ground level.
Futureproof Your Credit Union: Transform Your Membership
May 28, 2025
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Join JR Pierman as he demonstrates how ASAPP Financial Technology can create seamless, personalized experiences across all touchpoints through advanced omnichannel solutions.
Banking On Consumer Credit: A Smart Move In Today’s Uncertain Times
May 25, 2025
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Why institutions are turning to personal loans for yield and diversification.
‘Rocky Road’ Ahead? Credit Union CFOs Tweak The Balance Sheet Just In Case.
May 20, 2025
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With recession fears on the rise, industry leaders are hoping for the best but preparing for the worst.
Trendwatch 1Q25
May 16, 2025
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Join Callahan as we review 1Q25 trends in the credit union industry.
Americans Are Anxious. How Do Credit Unions Respond?
May 14, 2025
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Credit unions are leaning into their values and fine-tuning outreach strategies to meet the emotional and financial needs of worried members.
Amid Trade Uncertainty, Fed Remains Noncommittal
May 9, 2025
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Look beyond the headlines to better understand what is driving current market trends and how they could impact your credit union’s investment portfolio.
5 Takeaways From Trendwatch 1Q 2025
May 8, 2025
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With economic uncertainty on the horizon, credit union members are moving money into lower-term deposits and paying down debt, helping to boost margins and lower delinquency across the industry.
What Is Stagflation? And What Does It Mean For Credit Unions?
The growing risk of stagflation puts the Federal Reserve in a difficult position and raises the stakes on potential consequences for member finances, investment portfolios, ...
What ‘Affordability’ Really Means In Today’s Housing Market
From rent-to-income ratios to indexed pricing, credit unions can use housing data to better understand how costs affect financial wellbeing and lending risk at the ...
Futureproof Your Credit Union: Transform Your Membership
Join JR Pierman as he demonstrates how ASAPP Financial Technology can create seamless, personalized experiences across all touchpoints through advanced omnichannel solutions.
Banking On Consumer Credit: A Smart Move In Today’s Uncertain Times
Why institutions are turning to personal loans for yield and diversification.
‘Rocky Road’ Ahead? Credit Union CFOs Tweak The Balance Sheet Just In Case.
With recession fears on the rise, industry leaders are hoping for the best but preparing for the worst.
Americans Are Anxious. How Do Credit Unions Respond?
Credit unions are leaning into their values and fine-tuning outreach strategies to meet the emotional and financial needs of worried members.
Amid Trade Uncertainty, Fed Remains Noncommittal
Look beyond the headlines to better understand what is driving current market trends and how they could impact your credit union’s investment portfolio.
5 Takeaways From Trendwatch 1Q 2025
With economic uncertainty on the horizon, credit union members are moving money into lower-term deposits and paying down debt, helping to boost margins and lower ...
Browse Topics
MSUFCU Turns A Break In Payments Into A Member Experience Moment
Aaron Passman
The Michigan cooperative keeps everyday payments working and members happy by using a common friction point to build brand loyalty.
Insights From The Outside: Don Rositano
Marc Rapport
How a former Sam’s Club finance leader adapted his member-first mindset to a not-for-profit credit union.
What’s In A Name: Vice President Of History And Culture
Aaron Passman
How a unique role instills SchoolsFirst FCU’s future leaders with an appreciation for its past.
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?
Markets Responded Well To Reduced Trade Fears In May