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.
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.
Organizational Development: Overlooked but Essential to Our Future
April 13, 2015
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As credit unions like GTE FCU grow, says Bucky Sebastian, organizational development is increasingly essential because it is a credit union’s team and its culture that so often set it apart.
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.
Browse Topics
Innovation Only Goes So Far Without Internal Alignment
Marc Rapport
Coastal Credit Union evaluates fintech through the lens of member value, strategic growth, and organizational readiness to implement new ideas.
Future Bets For Fintech
Rebecca Wessler
Credit unions are making decisions about where to build, invest, and partner as they balance today’s priorities with tomorrow’s opportunities.
Future Bets From Today’s Credit Unions
Marc Rapport
Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.
Competing For Gen Z, SMBs, And The Future Of Money
Callahan & Associates
Credit unions that enable seamless movement between fiat and digital assets position themselves as a trusted on- and off-ramp.
The Financial Readiness Gap: Credit Unions Evaluate It Every Day. But Who Builds It?
Callahan & Associates
The credit unions that win the next generation will be the ones that showed up early, when young members were forming habits and deciding whom to trust.
Defending Your Credit Union Against Fraud Means Fighting Fire With Smarter Fire
Callahan & Associates
The challenge is no longer whether to adopt AI, but how to adopt it responsibly with the right governance, the right partners, and the right balance between technology and human oversight.
Digital Assets Are Coming For Payments. Are Credit Unions Ready?
Andrew Lepczyk
McKinsey projects trillions of dollars in growth across digital assets, with money movement emerging as one of the biggest opportunities.
The Long Game For Fintech At FORUM Credit Union
Marc Rapport
The Indiana cooperative blends internal development with selective partnerships to meet members’ needs today now while positioning for what’s next.
Mission Fed Weighs Fintech Returns Against Real-World Fit
Marc Rapport
The San Diego cooperative leans on its CUSO and the CURQL network to make fintech investments, but member needs still guide which solutions ultimately make it into the credit union’s operations.
AI Boot Camp Is More Than Basic Training At Clearview FCU
Aaron Passman
Hands-on work with artificial intelligence tools is future-proofing staff members, giving them the confidence to adopt new technology and embrace efficiencies.