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.
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.
A Chiefs Three-Peat? Callahan Bowl XIX Breaks Down The Big Game.
February 3, 2025
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A data-based look at how credit union performance in Missouri and Pennsylvania could mirror the outcome of this year’s Super Bowl.
Harness Automation To Transform Your Credit Union’s Lending Operations
February 3, 2025
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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
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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
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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.
Trendwatch Deep Dive 3Q24: Credit Unions vs. Banks
January 23, 2025
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A Trendwatch Deep Dive In the current economic climate, understanding how credit unions measure up against banks is valuable for strategic planning, as it enhances the unique advantages of credit unions in the competitive financial landscape. Join us for this exclusive Trendwatch Deep Dive where we’ll explore key performance indicators for institutions between $100M-$10B,
Credit Union Microbranches Serve Far-Flung Communities
January 20, 2025
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For some members of Tongass FCU, the nearest branch can be a plane ride away. Local “microsites” have improved service for those remote locations.
Economic Themes To Consider For 2025
January 8, 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 5 Credit Unions Are Approaching Deposits In 2025
January 5, 2025
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Member-first strategies come to the forefront in a changing rate environment.
Shoreline Lands On Its 2025 Deposit Strategy
January 5, 2025
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The Wisconsin credit union is responding to falling deposit rates while girding its balance sheet for loan growth.
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.
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.
Trendwatch Deep Dive 3Q24: Credit Unions vs. Banks
A Trendwatch Deep Dive In the current economic climate, understanding how credit unions measure up against banks is valuable for strategic planning, as it ...
Credit Union Microbranches Serve Far-Flung Communities
For some members of Tongass FCU, the nearest branch can be a plane ride away. Local “microsites” have improved service for those remote locations.
Economic Themes To Consider For 2025
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 5 Credit Unions Are Approaching Deposits In 2025
Member-first strategies come to the forefront in a changing rate environment.
Shoreline Lands On Its 2025 Deposit Strategy
The Wisconsin credit union is responding to falling deposit rates while girding its balance sheet for loan growth.
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?
Markets Sift Through Noise As They Look For Clarity