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.
Innovation Series: Analytics
March 21, 2025
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Learn from 2025’s top innovators in analytics
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.
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 ...
Browse Topics
MSUFCU Turns A Break In Payments Into A Member Experience Moment
Aaron Passman
The Michigan cooperative keeps everyday payments working and members happy by using a common friction point to build brand loyalty.
Insights From The Outside: Don Rositano
Marc Rapport
How a former Sam’s Club finance leader adapted his member-first mindset to a not-for-profit credit union.
What’s In A Name: Vice President Of History And Culture
Aaron Passman
How a unique role instills SchoolsFirst FCU’s future leaders with an appreciation for its past.
Growth Is A Mindset, But Success Is In The Contract
Callahan & Associates
Arriba Advisors co-founder Tom Russell explores how credit unions can bridge the gap between a growth mindset and their technical reality.
Fraud Is Faster, Smarter, And Harder To Stop. Here’s How To.
Callahan & Associates
RKL offers insight, expertise, and experience to help fight off growing threats.
The Numbers Are Good. The Moment Is Hard.
William Hunt
Members are anxious about their financial futures, even as credit unions remain financially strong. Institutions that respond to this moment can make 2026 a turning point.
Wages Are Growing. Wallets Are Not.
Sherry Virden
Global events are flowing directly into household budgets, reshaping how credit union members save, borrow, and cope. Such trends don’t always show up in headline data.
Credit Unions Are Having A Margin Moment
Tony Waltrich
Credit unions are benefiting from a rare margin advantage as loans reprice slower than deposits. The question now is how institutions will use that strength to better serve members.
Where Have All The Members Gone?
Omar Shalabi
Membership growth is slowing, but financial activity is not. What does the modern financial relationship look like?
5 Takeaways From First Quarter Credit Union Performance Data
William Hunt
Inflation, war, and uncertain futures have reshaped members’ needs in 2026. What does credit union performance data from the first quarter of 2026 say about household budgets, inflation pressures, and more?
A Year In Review And What Lies Ahead For Credit Unions In 2025