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.
5 Ratios Every CEO Must Know
April 27, 2015
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Jack-of-all-trades, master of none. These benchmarks help CEOs lead their entire organization — from finance to marketing and everything in between.
Credit Unions Creating The Next Economy
April 23, 2015
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As America continues to transform itself economically, credit unions are becoming more involved in their communities.
Back To German Watch?
April 23, 2015
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The NASDAQ teeters on the precipice of breaking even after 15 years, and the German 10-year yield sneaks a surprise attack on the bond market.
RBC2: You Might Not Like What Comes Next
April 23, 2015
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Legal battle and years of uncertainty could follow a final rule like this.
RBC2: First, Do No Harm
April 20, 2015
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This “fundamentally flawed” policy actually creates a capital problem.
Employment And Salary Trends In The U.S. Financial Services Industry
April 20, 2015
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Credit unions demonstrate a commitment to add numbers to their employee rosters and dollars to their employee salaries.
Is RBC2 The NCUA’s Duty?
April 19, 2015
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Rick Metsger says the NCUA has a duty to protect the insurance fund against “material risks.”
RBC2: NCUA Doesn’t Know What The Future Holds (And Neither Do I)
April 17, 2015
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Like generals, regulators are always fighting the last war.
The Slow Shake Off
April 16, 2015
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Disappointing numbers in U.S. housing starts could be a lingering effect of the winter blues.
RBC2: Questionable Claims
April 16, 2015
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Much of the logic surrounding RBC2 is absurd, especially the idea that it offers any more protection than effective examination.
5 Ratios Every CEO Must Know
Jack-of-all-trades, master of none. These benchmarks help CEOs lead their entire organization — from finance to marketing and everything in between.
Credit Unions Creating The Next Economy
As America continues to transform itself economically, credit unions are becoming more involved in their communities.
RBC2: You Might Not Like What Comes Next
Legal battle and years of uncertainty could follow a final rule like this.
RBC2: First, Do No Harm
This "fundamentally flawed" policy actually creates a capital problem.
Employment And Salary Trends In The U.S. Financial Services Industry
Credit unions demonstrate a commitment to add numbers to their employee rosters and dollars to their employee salaries.
Is RBC2 The NCUA’s Duty?
Rick Metsger says the NCUA has a duty to protect the insurance fund against "material risks."
RBC2: NCUA Doesn’t Know What The Future Holds (And Neither Do I)
Like generals, regulators are always fighting the last war.
The Slow Shake Off
Disappointing numbers in U.S. housing starts could be a lingering effect of the winter blues.
RBC2: Questionable Claims
Much of the logic surrounding RBC2 is absurd, especially the idea that it offers any more protection than effective examination.
Browse Topics
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.
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.
What’s In A Name: Vice President Of History & 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?
Back To German Watch?