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.
Break it Down: Effective Scenario Analysis in a Dynamic Interest Rate Environment
March 20, 2025
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This presentation looked at the role of scenario analysis in Asset Liability Management (ALM) for credit unions.
Innovation Series: Digital / Member Growth
March 17, 2025
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Learn from 2025’s top innovators in digital growth
Credit Unions Deliver Impact. Members Are Here For It.
March 17, 2025
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Better rates, lower fees, and steadfast community presence are returning real financial results for the credit union movement.
A Year In Review And What Lies Ahead For Credit Unions In 2025
March 17, 2025
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The cooperative industry has shown much resiliency in today’s shifting economic landscape. That sets a strong precedent for weathering whatever might come.
Credit Unions Are Poised For Resilience Despite Challenges
March 17, 2025
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Credit union revenue surged amid rising interest rates but is now facing headwinds as loan growth slows, expenses climb, and asset quality weakens — making strategic financial management crucial for sustaining future earnings.
Follow The Data
March 17, 2025
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Best practices to encourage employee adoption and overcome change management challenges when implementing new technology across the institution.
Tariff Uncertainty Weakens Business And Consumer Sentiment
March 10, 2025
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Look beyond the headlines to better understand what is driving current market trends and how they could impact your credit union’s investment portfolio.
How to Harness AI to Drive Efficiency and Member Satisfaction
March 7, 2025
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In this webinar, you’ll learn how to use these tools to eliminate inefficiencies and accelerate key processes, while strengthening member relationships.
Chaos, Taxation, And More: Takeaways From Day 1 Of GAC 2025
March 4, 2025
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The first full day of the Governmental Affairs Conference included a frank assessment of threats to the credit union tax status, news about the future of the NCUA, and more.
Meet The Finalists For The 2025 Innovation Series: Analytics
March 4, 2025
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This year’s finalists help credit unions do more with data to grow their business and increase efficiency.
Break it Down: Effective Scenario Analysis in a Dynamic Interest Rate Environment
This presentation looked at the role of scenario analysis in Asset Liability Management (ALM) for credit unions.
Innovation Series: Digital / Member Growth
Learn from 2025's top innovators in digital growth
Credit Unions Deliver Impact. Members Are Here For It.
Better rates, lower fees, and steadfast community presence are returning real financial results for the credit union movement.
Credit Unions Are Poised For Resilience Despite Challenges
Credit union revenue surged amid rising interest rates but is now facing headwinds as loan growth slows, expenses climb, and asset quality weakens — making ...
Follow The Data
Best practices to encourage employee adoption and overcome change management challenges when implementing new technology across the institution.
Tariff Uncertainty Weakens Business And Consumer Sentiment
Look beyond the headlines to better understand what is driving current market trends and how they could impact your credit union’s investment portfolio.
How to Harness AI to Drive Efficiency and Member Satisfaction
In this webinar, you’ll learn how to use these tools to eliminate inefficiencies and accelerate key processes, while strengthening member relationships.
Chaos, Taxation, And More: Takeaways From Day 1 Of GAC 2025
The first full day of the Governmental Affairs Conference included a frank assessment of threats to the credit union tax status, news about the future ...
Meet The Finalists For The 2025 Innovation Series: Analytics
This year's finalists help credit unions do more with data to grow their business and increase efficiency.
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.
A Year In Review And What Lies Ahead For Credit Unions In 2025