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.
5 Takeaways From Trendwatch 4Q 2024
February 12, 2025
No Comments
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
No Comments
Look beyond the headlines to better understand what is driving current market trends and how they could impact your credit union’s investment portfolio.
All Things CDFI In 2025
February 6, 2025
No Comments
Stay up-to-date with the latest changes, opportunities, and compliance requirements for CDFIs, including certification, grants, and legislative updates for 2025 and beyond.
A Chiefs Three-Peat? Callahan Bowl XIX Breaks Down The Big Game.
February 3, 2025
No Comments
A data-based look at how credit union performance in Missouri and Pennsylvania could mirror the outcome of this year’s Super Bowl.
Michigan Microloans Empower Small Business Success
February 3, 2025
No Comments
Lake Trust Credit Union is driving statewide entrepreneurial spirit with a loan program that has provided more than $22 million in funding.
Harness Automation To Transform Your Credit Union’s Lending Operations
February 3, 2025
No Comments
Today’s financial landscape demands strategic adjustments and innovative solutions to navigate these turbulent times.
Managing and Monitoring Profitability for Increased Value
January 29, 2025
No Comments
What Is This Webinar About? Profitability systems deployed at financial institutions, whether publicly or privately owned, are designed with one primary goal: maximize the profitability of every customer to maximize the return to the owner(s) and shareholders. However, profitability systems deployed at Credit Unions focus on creating earnings to sustain the institution in support of
High Inflation Makes It Hard For Low-Income Workers To Budget
January 27, 2025
No Comments
As inflation reshapes budgets and deepens financial divides, it’s important for credit unions to step up with strategies that support members and tackle everyday challenges.
American 1 Promotes Financial Wellness From Shelter To Stability
January 27, 2025
No Comments
A partnership that helps the homeless wouldn’t be nearly as successful without the right people in the right seats — but that means more than just looking for the right work background.
How American 1 Helps The Homeless Get Back On Their Feet
January 27, 2025
No Comments
A partnership between the Michigan-based credit union and a local shelter is changing lives and gradually expanding to other parts of the state.
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 ...
All Things CDFI In 2025
Stay up-to-date with the latest changes, opportunities, and compliance requirements for CDFIs, including certification, grants, and legislative updates for 2025 and beyond.
A Chiefs Three-Peat? Callahan Bowl XIX Breaks Down The Big Game.
A data-based look at how credit union performance in Missouri and Pennsylvania could mirror the outcome of this year's Super Bowl.
Michigan Microloans Empower Small Business Success
Lake Trust Credit Union is driving statewide entrepreneurial spirit with a loan program that has provided more than $22 million in funding.
Harness Automation To Transform Your Credit Union’s Lending Operations
Today’s financial landscape demands strategic adjustments and innovative solutions to navigate these turbulent times.
Managing and Monitoring Profitability for Increased Value
What Is This Webinar About? Profitability systems deployed at financial institutions, whether publicly or privately owned, are designed with one primary goal: maximize the profitability ...
High Inflation Makes It Hard For Low-Income Workers To Budget
As inflation reshapes budgets and deepens financial divides, it’s important for credit unions to step up with strategies that support members and tackle everyday challenges.
American 1 Promotes Financial Wellness From Shelter To Stability
A partnership that helps the homeless wouldn’t be nearly as successful without the right people in the right seats — but that means more than ...
How American 1 Helps The Homeless Get Back On Their Feet
A partnership between the Michigan-based credit union and a local shelter is changing lives and gradually expanding to other parts of the state.
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.
Markets Sift Through Noise As They Look For Clarity