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.
Callahan & Associates Presents Co-Opoly
April 13, 2015
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An industry-themed board game puts players in the driver’s seat of a brand-new credit union.
RBC2: Member-Owners Get Burned Both Ways
April 13, 2015
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Reserves are different from capital, and with RBC2, credit union members pay the price.
4 Trends In Marketing Spend
April 13, 2015
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Marketing expenses, measurable goals, and more in this Graphic Of The Week.
For the Long Haul: Ethics and Leadership
April 10, 2015
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Builder of WesCorp and 30-year Marine Dick Johnson reflects on what it takes to sustain an organization over the long term.
A 100-year Vision For Credit Unions
April 10, 2015
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How can credit unions make a second century as good as the first? We examine the question and forge some answers.
How The Fed Boxed Itself In
April 9, 2015
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In yesterday’s FOMC minutes, the Fed laid out three conditions that must be met in order for it to consider the first tightening.
Service CU Tuning in all Channels to Bring in New Members
April 8, 2015
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This New Hampshire credit union looked to extend their reach to members through every possible channel. Their initial focus was on indirect auto lending and enhancing their efforts through online seminars and innovative dealer promotions.
Buying a Pre-existing Business
April 6, 2015
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Citadel Federal Credit Union in Thorndale, PA, recently took a novel approach to starting our credit union service organization (CUSO), Citadel Financial Services – buying a pre-existing business.
Measuring Performance: A Journey to Sucess
April 6, 2015
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First Financial Credit Union adopted a strategy of developing a Success Model consisting of three components: Employee Loyalty, Member Loyalty, and Financial Soundness. How can a credit union use this strategy by implementing a Branch profitability study and a balanced scorecard for employee evaluation?
Case Study: How Did San Francisco Fire Reinvigorate its Membership?
April 3, 2015
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By developing an effective strategy, in less than two years this credit union boosted its member loyalty score by over 10 percent!
Callahan & Associates Presents Co-Opoly
An industry-themed board game puts players in the driver's seat of a brand-new credit union.
4 Trends In Marketing Spend
Marketing expenses, measurable goals, and more in this Graphic Of The Week.
For the Long Haul: Ethics and Leadership
Builder of WesCorp and 30-year Marine Dick Johnson reflects on what it takes to sustain an organization over the long term.
A 100-year Vision For Credit Unions
How can credit unions make a second century as good as the first? We examine the question and forge some answers.
How The Fed Boxed Itself In
In yesterday's FOMC minutes, the Fed laid out three conditions that must be met in order for it to consider the first tightening.
Service CU Tuning in all Channels to Bring in New Members
This New Hampshire credit union looked to extend their reach to members through every possible channel. Their initial focus was on indirect auto lending and ...
Buying a Pre-existing Business
Citadel Federal Credit Union in Thorndale, PA, recently took a novel approach to starting our credit union service organization (CUSO), Citadel Financial Services - buying ...
Measuring Performance: A Journey to Sucess
First Financial Credit Union adopted a strategy of developing a Success Model consisting of three components: Employee Loyalty, Member Loyalty, and Financial Soundness. How can ...
Case Study: How Did San Francisco Fire Reinvigorate its Membership?
By developing an effective strategy, in less than two years this credit union boosted its member loyalty score by over 10 percent!
Browse Topics
Credit Union Storytelling With A Mission Focus
Marc Rapport
Storytelling drives growth and loyalty at Navy Federal, where real member experiences become narratives that strengthen trust, reinforce value, and build lasting relationships.
How Lake Trust Turns Member Experiences Into Brand Strategy
Savana Morie
From where stories come from to how they’re produced and distributed, Lake Trust shares how authentic member narratives strengthen its brand and show what “positive impact” looks like in action.
How An Internal Storyteller Fuels Member Growth At Navy Federal
Marc Rapport
An expert in user experience turns complex problems and opportunities into narratives that guide leaders toward confident decisions and growth-focused investment.
At Ardent Credit Union, Deposits Are A ‘Slam Dunk’
Aaron Passman
The Philadelphia-area cooperative scores among rate-shopping members with a co-branded certificate that links savings returns to college basketball results.
The Strategic Case For Rethinking Credit Card Issuing
Callahan & Associates
The credit unions that will win the next decade of card growth are those that treat credit cards not as one time product launches but as dynamic ecosystems requiring continuous investment.
What Gen Z Is Really Looking For In A Credit Union
Callahan & Associates
Gen Z’s faith in traditional institutions gives credit unions a rich opportunity to serve as a key source of financial guidance.
What’s Job No. 2?
Aaron Passman
CreditUnions.com is all-in on growth and marketing this week, spotlighting real-world strategies that help cooperatives serve members for life, invest in people, expand their impact, and more.
Community Financial Institutions Need A New Playbook To Combat Scams
Callahan & Associates
Fraud is increasing and becoming more sophisticated – and it’s often not caught until it’s too late.
The Numbers That Matter Most To Credit Unions
Aaron Passman
A look at year-end performance trends reveals how earnings, affordability pressures, and asset quality are redefining the operating environment heading into 2026.
The Affordability Crisis Is Reshaping Credit Union Balance Sheets
Sherry Virden
Members are struggling with an affordability crisis that is changing how they manage debt, and new behaviors are showing up across the credit union loan portfolio.
RBC2: Member-Owners Get Burned Both Ways