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.
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.
Anatomy Of A Market
January 19, 2015
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Superior consumer awareness and enviable market share in deposits and mortgages are just a few of the benefits of being a Spokane credit union.
2 Ways To Incentivize Deposit Activity
January 12, 2015
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Whether the goal is growth or control, high-yield offerings can shape saving behaviors that benefit the member and the credit union.
What’s In A Name?
January 7, 2015
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Clever acronyms and marketing buzzwords can only take a brand so far. That’s why Navy Army Community Credit Union has spent the past 10 years taking action that speaks louder than words.
First Quarter Growth In 2015 Is Critical To Sustain Momentum
January 5, 2015
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First quarter is an ideal time to pay slightly above market to lock in long-term CDs and reactivate interest in money market offerings.
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.
Anatomy Of A Market
Superior consumer awareness and enviable market share in deposits and mortgages are just a few of the benefits of being a Spokane credit union.
2 Ways To Incentivize Deposit Activity
Whether the goal is growth or control, high-yield offerings can shape saving behaviors that benefit the member and the credit union.
What’s In A Name?
Clever acronyms and marketing buzzwords can only take a brand so far. That’s why Navy Army Community Credit Union has spent the past 10 years ...
First Quarter Growth In 2015 Is Critical To Sustain Momentum
First quarter is an ideal time to pay slightly above market to lock in long-term CDs and reactivate interest in money market offerings.
Browse Topics
Credit Human Redefines ‘Green’ In The Heart Of Texas
Savana Morie
The credit union completed a three acre headquarters campus in 2021 that offers 52% more space while consuming a fraction of the resources. It’s a model of how cooperatives can lead on sustainability without sacrificing performance.
CDFIs By The Numbers
Omar Shalabi
CDFI credit unions might be fewer in number, but their impact reaches millions of members, and their footprint highlights how targeted mission can translate into broad, measurable reach.
Serving The Underserved Without Accepting Preventable Fraud Losses
Callahan & Associates
Preventable fraud losses quietly erode credit union margins. The difference between a 25% and 6% loss rate isn’t risk. It’s execution.
Inside An In-School Model That Links Classrooms With College And Careers
Savana Morie
Holy Rosary Credit Union has embedded itself into a local high school’s career and technical education program, offering scholarships, internships, and courses eligible for college credit.
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.
Economic Up Tempo May Prompt Rate Ratchet