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.
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.
Uncertainty Grows For Credit Unions Tied To Government Employees
March 3, 2025
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A substantial portion of the industry is built around serving federal government employees. With federal jobs potentially in jeopardy, credit unions are preparing diverse responses.
A Peek Behind The Analytics Engine At Lake Trust Credit Union
March 3, 2025
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The Michigan cooperative is turning data-driven decision-making into the standard operating procedure.
3 Questions About Analytics Posed To The Pros Who Practice It
March 3, 2025
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Experts from across the industry discuss their biggest analytics wins, lessons learned, and strategies for smarter data use.
Innovation Series: Financial Wellness
February 25, 2025
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Learn from 2025’s top innovators in financial wellness, including Changed, Starlight, Silvur and Debbie.
Boosting Revenue And Building Trust With Auto Insurance
February 23, 2025
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With premiums rising and some consumers letting coverage lapse, auto insurance is increasingly both a value add and a vital member service.
It’s More Expensive Than Ever For Members To Insure A Car
February 23, 2025
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Recent data shows the cost of auto insurance has dramatically outpaced car prices in the last two decades.
Trendwatch 4Q24
February 20, 2025
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Credit unions are adjusting to changing member needs, competitive pressures, and economic fluctuations.
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.
Uncertainty Grows For Credit Unions Tied To Government Employees
A substantial portion of the industry is built around serving federal government employees. With federal jobs potentially in jeopardy, credit unions are preparing diverse responses.
A Peek Behind The Analytics Engine At Lake Trust Credit Union
The Michigan cooperative is turning data-driven decision-making into the standard operating procedure.
3 Questions About Analytics Posed To The Pros Who Practice It
Experts from across the industry discuss their biggest analytics wins, lessons learned, and strategies for smarter data use.
Innovation Series: Financial Wellness
Learn from 2025's top innovators in financial wellness, including Changed, Starlight, Silvur and Debbie.
Boosting Revenue And Building Trust With Auto Insurance
With premiums rising and some consumers letting coverage lapse, auto insurance is increasingly both a value add and a vital member service.
It’s More Expensive Than Ever For Members To Insure A Car
Recent data shows the cost of auto insurance has dramatically outpaced car prices in the last two decades.
Trendwatch 4Q24
Credit unions are adjusting to changing member needs, competitive pressures, and economic fluctuations.
Browse Topics
The Callahan Guide To The 2026 Final Four
Tony Waltrich
What happens when credit union performance data meets March Madness? Callahan’s proprietary model breaks down state-level results to forecast who takes home the hardware.
A Rewards Program That Relies On Relationships, Not Usage
Savana Morie
Nuvision’s Added Advantage program tracks member engagement across the credit union, then rewards relationships through better pricing and other perks.
Innovations Financial Bets Big On Small Business Lending
Aaron Passman
CDFI grant funding helps the Florida cooperative offer microloans for small businesses after many banks pulled out of its market.
How Marine Credit Union Shifted Its Foundation From Siloed To Symbiotic
Savana Morie
By aligning governance, leadership, and day to day operations, Marine Credit Union transformed its foundation from a parallel operation into a visible extension of the credit union brand.
How Today’s Market Is Stress-Testing Credit Union And Bank Earnings Models
Andrew Lepczyk
Credit union and bank earnings reflect different business objectives. Those differences matter for how financial institutions serve their markets.
The Case For Marketing That Doesn’t Lead With The Credit Union
Savana Morie
Whitefish Credit Union barely mentions itself in its member stories. Instead, its high-quality video storytelling spotlights people, businesses, and communities, building trust, advocacy, and impact that don’t always show up in traditional ROI metrics.
Exit Interview: Deb Vollmer
Aaron Passman
The retired Langley FCU executive looks back on a career shaped by industry change, evolving leadership responsibility, and a constant focus on serving members first.
How Affinity FCU Became A Financial First Responder
Callahan & Associates
The New Jersey-New York metro credit union shares how a wellbeing-led strategy ensures members know where to turn first when life gets difficult.
Running With Scissors: The Bold Side Of Personalization
Callahan & Associates
To become skilled at personalization, credit unions must stop making assumptions about what resonates with members and start leveraging data to be sure.
A Short Guide To Compliance With The New Succession Planning Rule
Jennie Boden
Check all the right boxes while tying your credit union compliance efforts to strategy.