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.
RBC2: Member-Owners Get Burned Both Ways
April 13, 2015
No Comments
Reserves are different from capital, and with RBC2, credit union members pay the price.
4 Trends In Marketing Spend
April 13, 2015
No Comments
Marketing expenses, measurable goals, and more in this Graphic Of The Week.
For the Long Haul: Ethics and Leadership
April 10, 2015
No Comments
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
No Comments
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
No Comments
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
No Comments
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
No Comments
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
No Comments
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
No Comments
By developing an effective strategy, in less than two years this credit union boosted its member loyalty score by over 10 percent!
Diary of a Recovery
April 3, 2015
No Comments
Joe Brancucci, CEO of GTE Federal Credit Union, shares his perspective on positioning the Florida cooperative for the future.
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!
Diary of a Recovery
Joe Brancucci, CEO of GTE Federal Credit Union, shares his perspective on positioning the Florida cooperative for the future.
Browse Topics
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.
At Cardinal Credit Union, Small Investments Offer Big Financial Lessons
Aaron Passman
The Ohio-based cooperative has partnered with a fintech to offer fractional investing as part of its financial education curriculum in local schools.
How Compensation Blind Spots Impact CEO Retention And Succession
Callahan & Associates
Seven questions credit union board members should ask to ensure alignment on executive benefit plan goals.
What Makes Good AI Policy? Start With Curiosity And Accountability.
Marc Rapport
As credit unions move from experimentation to adoption, leaders offer firsthand knowledge on what separates weak policies from strong ones that actually work.
Governance And Guardrails Help Credit Unions Navigate AI
Aaron Passman
How Members Cooperative focuses on structure, oversight, and clear expectations to ensure AI supports, not undermines, long term strategy.
RBC2: Member-Owners Get Burned Both Ways