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 Stop Wasting And Start Saving
February 9, 2015
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Member One FCU offers three lessons gleaned from six years of operating a process improvement team.
3 Ways To Cut Expenses
February 9, 2015
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Patelco Credit Union reduced its controllable expenses by 10% and shares ways other credit unions can, too.
2 Strategies To Achieve Efficiency Beyond Your Weight Class
February 9, 2015
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These two mid-sized credit unions hold their own in terms of employee productivity and efficiency, even when compared to larger peers.
The Difference Between Productivity And Efficiency
February 8, 2015
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This cheat sheet offers a visual breakdown of the meaning behind two often-confused metrics.
Economic Up Tempo May Prompt Rate Ratchet
February 6, 2015
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Rising wages, employment may be greeted by rate hikes as Fed works to direct economic harmony.
Self-Serve Processing Is “The New Black”
February 2, 2015
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Borrowers will pay fees for the ability to make a payment online or over the phone. The bottom line: convenient payment options are no longer optional.
Callahan Bowl XI Predicts Seattle Repeat
January 26, 2015
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Deflating news to Patriots partisans: Callahan data points to Seahawks triumph.
How After-Hours Underwriting Boosts Auto Lending
January 26, 2015
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Increase profits by processing loans after your doors close.
That’s It, I Quit!
January 21, 2015
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Employees have numerous reasons for jumping ship. Here’s how to mitigate those grievances.
Core Conversion At The Helm
January 20, 2015
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A Q&A on core conversion strategies with the controller of Northwest Federal Credit Union.
How To Stop Wasting And Start Saving
Member One FCU offers three lessons gleaned from six years of operating a process improvement team.
3 Ways To Cut Expenses
Patelco Credit Union reduced its controllable expenses by 10% and shares ways other credit unions can, too.
2 Strategies To Achieve Efficiency Beyond Your Weight Class
These two mid-sized credit unions hold their own in terms of employee productivity and efficiency, even when compared to larger peers.
The Difference Between Productivity And Efficiency
This cheat sheet offers a visual breakdown of the meaning behind two often-confused metrics.
Self-Serve Processing Is “The New Black”
Borrowers will pay fees for the ability to make a payment online or over the phone. The bottom line: convenient payment options are no longer ...
Callahan Bowl XI Predicts Seattle Repeat
Deflating news to Patriots partisans: Callahan data points to Seahawks triumph.
How After-Hours Underwriting Boosts Auto Lending
Increase profits by processing loans after your doors close.
That’s It, I Quit!
Employees have numerous reasons for jumping ship. Here’s how to mitigate those grievances.
Core Conversion At The Helm
A Q&A on core conversion strategies with the controller of Northwest Federal Credit Union.
Browse Topics
Cost Pressures Are Changing Member Behavior
Savana Morie
First quarter data shows how rising costs are pushing consumers toward flexibility and reshaping borrowing and saving habits.
WSECU Invests In Innovation To Solve Pain Points
Marc Rapport
A dedicated CUSO holding company allows WSECU to move beyond building and back fintech partners it helps shape and scale.
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.
When Employees Own Culture, Service Follows
Savana Morie
Advancial FCU links internal service standards, employee feedback, and peer recognition to create a more consistent experience for both staff and members.
How MSUFCU Builds And Backs Fintech Solutions
Marc Rapport
MSUFCU takes a hands-on approach to fintech, piloting solutions through its in-house lab before scaling and backing them through a wholly owned CUSO.
Members Demand Digital, But They Want Branches, Too
Savana Morie
Affinity Plus FCU has a clear member service mantra: digital for daily, human when it’s hard. Its CEO and CFO share what that looks like in practice.
How A Holding Company Helps Service Credit Union Win At Fintech
Marc Rapport
The New Hampshire cooperative shares how its fintech arm, Service Ventures, evaluates investments, balances risk, and defines success.
AI Adoption Is Growing. Are Credit Unions Keeping Pace?
Andrew Lepczyk
New data from Gallup shows half of all employees who work for companies that pay for AI tools use them. Credit unions are building their own momentum.
A Credit Union Bond Beyond Bloodlines
Aaron Passman
For Mike and Dave Valentine, the family business just happens to be credit unions. The father-son duo talk leadership styles, cooperative values, and the lessons they’ve learned from each other along the way.
Connection And Caring Matter As Much As Knowledge And Resources
Chris Howard
People who are truly financially thriving have both means and a sense of security that comes from confidence about the future. Building that kind of emotional engagement requires a deliberate design of everyday interactions.
Economic Up Tempo May Prompt Rate Ratchet