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.
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.
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.
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.
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 ...
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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?