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.
4 Ways The Sand States Have Dusted Themselves Off
June 22, 2015
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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
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More plausible interest rate scenarios would better serve the industry in planning for rising rates.
More Than A Name
June 22, 2015
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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
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This data-dependent board of governors will do nothing until evidence slaps it in the face.
The Roles Less Traveled
June 11, 2015
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Two credit unions explain why logic trumps tradition when it comes to their division of responsibilities.
Retail Sales Numbers Are A Welcome Sight
June 11, 2015
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Minor consumer splurge in May drives first strong numbers in many months.
How Charlotte Metro’s Matrix Makes Big Data Byte-Sized
June 8, 2015
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This North Carolina credit union scores with targeted marketing driven by philosophy of dealing with the data it can handle.
How Efficiency Can Drive Sustainable Loan Growth
June 8, 2015
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Assessing your credit union’s loan approval processes can show where automation can boost operational efficiency and member satisfaction.
Bonds Still Present No Gift
June 4, 2015
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The German bond market led the way on Wednesday as the 10-year note closed the day at 0.85%.
Creating Technologies That Make Investment Advisors And Programs More Successful
June 1, 2015
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This paperless technology can change the way advisors do business and the way credit unions and banks look at their investment programs.
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.
The Roles Less Traveled
Two credit unions explain why logic trumps tradition when it comes to their division of responsibilities.
Retail Sales Numbers Are A Welcome Sight
Minor consumer splurge in May drives first strong numbers in many months.
How Charlotte Metro’s Matrix Makes Big Data Byte-Sized
This North Carolina credit union scores with targeted marketing driven by philosophy of dealing with the data it can handle.
How Efficiency Can Drive Sustainable Loan Growth
Assessing your credit union’s loan approval processes can show where automation can boost operational efficiency and member satisfaction.
Bonds Still Present No Gift
The German bond market led the way on Wednesday as the 10-year note closed the day at 0.85%.
Creating Technologies That Make Investment Advisors And Programs More Successful
This paperless technology can change the way advisors do business and the way credit unions and banks look at their investment programs.
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.
Yellen Admits The Fed Is Clueless