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.
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.
Meet The Finalists For The 2025 Innovation Series: Lending
February 14, 2025
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This year’s finalists are reshaping how credit unions approach lending thanks to increased efficiencies, AI, and more.
5 Takeaways From Trendwatch 4Q 2024
February 12, 2025
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With shares outpacing loans and indirect lending bringing in fewer members, credit unions focused on what they do best in the fourth quarter: serving core members.
Markets Sift Through Noise As They Look For Clarity
February 11, 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.
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.
Meet The Finalists For The 2025 Innovation Series: Lending
This year's finalists are reshaping how credit unions approach lending thanks to increased efficiencies, AI, and more.
5 Takeaways From Trendwatch 4Q 2024
With shares outpacing loans and indirect lending bringing in fewer members, credit unions focused on what they do best in the fourth quarter: serving core ...
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.
Markets Sift Through Noise As They Look For Clarity