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.
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.
GECU’s Blue Ocean Strategy
April 13, 2015
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Learn the four ways GECU differentiates itself.
Through their Actions, Members Tell AAFCU It’s Doing Something Right
April 13, 2015
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Beyond the rhetoric, AAFCU members demonstrate that shared branching is a service they need and use.
19.2% Loan Growth Drives Navy Federal’s Second Quarter Results
April 13, 2015
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Growth in loans, members, and employees yield an impressive “First Look” at the nation’s largest credit union’s second quarter data.
Building a Brand from the Inside Out
April 13, 2015
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A branding change that began with senior management has inspired employees and spurred phenomenal growth.
Balancing Member Needs & Financial Objectives for a Strong ROA: Fort Knox FCU’s Story
April 13, 2015
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Fort Knox FCU’s strategy to “work smarter, not harder” helps them maintain a strong ROA despite a declining national trend.
Case Study: Member-Friendly Focus Makes Website Redesign a Success
April 13, 2015
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For their website redesign, Call FCU centered on the user experience when deciding to add new resources and features that improved member satisfaction and increased usage.
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.
Through their Actions, Members Tell AAFCU It’s Doing Something Right
Beyond the rhetoric, AAFCU members demonstrate that shared branching is a service they need and use.
19.2% Loan Growth Drives Navy Federal’s Second Quarter Results
Growth in loans, members, and employees yield an impressive “First Look” at the nation’s largest credit union’s second quarter data.
Building a Brand from the Inside Out
A branding change that began with senior management has inspired employees and spurred phenomenal growth.
Balancing Member Needs & Financial Objectives for a Strong ROA: Fort Knox FCU’s Story
Fort Knox FCU’s strategy to “work smarter, not harder” helps them maintain a strong ROA despite a declining national trend.
Case Study: Member-Friendly Focus Makes Website Redesign a Success
For their website redesign, Call FCU centered on the user experience when deciding to add new resources and features that improved member satisfaction and increased ...
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.
Is RBC2 The NCUA’s Duty?