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.
Quarterly Market Snapshot And Two-Year Financial Statement (4Q 2024)
December 15, 2024
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Quarterly performance reports from Callahan & Associates highlight important metrics from across the credit union industry. Comparing top-level performance and digging into the financial statement has never been easier.
Asset Quality Is Worsening. Is There Light On The Horizon?
December 15, 2024
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Higher interest rates have forced members to pick and choose which debts to repay and which to postpone, which doesn’t fare well for revolving products.
Quarterly Market Snapshot And Two-Year Financial Statement (3Q 2024)
December 15, 2024
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The latest quarterly performance metrics from across the credit union industry, including loan growth, income and expenses, and more.
Uncertainty Remains After An Eventful Month For Financial Markets
December 11, 2024
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Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
CDFI Grants Help Members. They Help Credit Unions, Too.
December 9, 2024
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Leaders share how grant funding has supported members on the fringes of financial ruin while underpinning credit union growth.
How Well Do You Know CDFIs? Test Your Community Impact IQ.
December 9, 2024
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CDFIs offer loans, investments, and financial education to individuals and businesses that might not have access to traditional banking services. Learn more about these financial first responders.
CDFI Certification Powers Up Community Impact In Florida And Beyond
December 9, 2024
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As the nation’s largest community development credit union, Suncoast is a force for development, collaboration, and innovation.
The Benefits Of Advisory Boards Go Beyond Accountability
December 9, 2024
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From focus groups to influencer marketing, two credit unions share why advisory boards are a valuable tool for any credit union.
AI Beyond The Bot: How To Introduce AI Across Your Agent And Member Experiences
December 4, 2024
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Since generative AI burst onto the scene in 2022, AI chatbots or virtual agents have dominated the headlines—becoming a top investment priority for businesses across the customer experience landscape. While AI chatbots represent one key element of a modern member experience strategy, they’re just the beginning when it comes to creating a truly differentiated end-to-end
Pick Your Provider: Why Some Shops Choose Credit Union-Only Core Processors
December 2, 2024
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Industry leaders share their core conversion stories to credit union-only vendors, citing cost, efficiency, and support as key factors for the switch.
Quarterly Market Snapshot And Two-Year Financial Statement (4Q 2024)
Quarterly performance reports from Callahan & Associates highlight important metrics from across the credit union industry. Comparing top-level performance and digging into the financial statement ...
Asset Quality Is Worsening. Is There Light On The Horizon?
Higher interest rates have forced members to pick and choose which debts to repay and which to postpone, which doesn't fare well for revolving products.
Quarterly Market Snapshot And Two-Year Financial Statement (3Q 2024)
The latest quarterly performance metrics from across the credit union industry, including loan growth, income and expenses, and more.
CDFI Grants Help Members. They Help Credit Unions, Too.
Leaders share how grant funding has supported members on the fringes of financial ruin while underpinning credit union growth.
How Well Do You Know CDFIs? Test Your Community Impact IQ.
CDFIs offer loans, investments, and financial education to individuals and businesses that might not have access to traditional banking services. Learn more about these financial ...
CDFI Certification Powers Up Community Impact In Florida And Beyond
As the nation’s largest community development credit union, Suncoast is a force for development, collaboration, and innovation.
The Benefits Of Advisory Boards Go Beyond Accountability
From focus groups to influencer marketing, two credit unions share why advisory boards are a valuable tool for any credit union.
AI Beyond The Bot: How To Introduce AI Across Your Agent And Member Experiences
Since generative AI burst onto the scene in 2022, AI chatbots or virtual agents have dominated the headlines—becoming a top investment priority for businesses across ...
Pick Your Provider: Why Some Shops Choose Credit Union-Only Core Processors
Industry leaders share their core conversion stories to credit union-only vendors, citing cost, efficiency, and support as key factors for the switch.
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.
Uncertainty Remains After An Eventful Month For Financial Markets