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.
Forging A Bright Future: CEO Strategies To Drive Credit Union Success
December 2, 2024
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A Jack Henry study reveals the industry’s top priorities for the next two years.
Pick Your Provider: Why Bigger Is (Sometimes) Better
December 2, 2024
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Switching to a core provider that serves credit unions and beyond? Two leaders offer the advice they’d have given themselves if they had to do it all over again.
5 Takeaways From Trendwatch 3Q 2024
November 11, 2024
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Credit unions posted record revenue in the third quarter thanks to large gains in loan and investment income, yet asset quality worsened as the industry braced for interest rate cuts.
Economic Data Outpaced Expectations In October
November 6, 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.
Member Experience Gets An Upgrade
November 3, 2024
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Six credit unions offer their insights on what’s new in MX and what’s on the horizon for 2025 and beyond.
Why Do Banking Deserts Exist? How Can Credit Unions Fix Them?
November 3, 2024
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Understanding what constitutes a banking desert can help credit unions determine branching and outreach strategies for underserved communities.
From Toasters To Technology: Enhancing Your Member Experience
November 3, 2024
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Service, innovation, and data don’t just enhance the member experience — they ensure relevancy and success in the future.
The State Of The American Consumer
October 28, 2024
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How the country’s economic gains on paper fail to capture the financial strain millions of Americans face in their checkbook.
How Well Do You Know U.S. Consumer Sentiment?
October 28, 2024
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Take this short quiz to test your knowledge of Americans’ economic opinions, habits, and more.
Robert Cashman On Leadership
October 27, 2024
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The CEO of Metro Credit Union reflects on 41 years of service as a third-generation employee at the credit union.
Forging A Bright Future: CEO Strategies To Drive Credit Union Success
A Jack Henry study reveals the industry’s top priorities for the next two years.
Pick Your Provider: Why Bigger Is (Sometimes) Better
Switching to a core provider that serves credit unions and beyond? Two leaders offer the advice they'd have given themselves if they had to do ...
5 Takeaways From Trendwatch 3Q 2024
Credit unions posted record revenue in the third quarter thanks to large gains in loan and investment income, yet asset quality worsened as the industry ...
Member Experience Gets An Upgrade
Six credit unions offer their insights on what’s new in MX and what’s on the horizon for 2025 and beyond.
Why Do Banking Deserts Exist? How Can Credit Unions Fix Them?
Understanding what constitutes a banking desert can help credit unions determine branching and outreach strategies for underserved communities.
From Toasters To Technology: Enhancing Your Member Experience
Service, innovation, and data don’t just enhance the member experience — they ensure relevancy and success in the future.
The State Of The American Consumer
How the country’s economic gains on paper fail to capture the financial strain millions of Americans face in their checkbook.
How Well Do You Know U.S. Consumer Sentiment?
Take this short quiz to test your knowledge of Americans’ economic opinions, habits, and more.
Robert Cashman On Leadership
The CEO of Metro Credit Union reflects on 41 years of service as a third-generation employee at the credit union.
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.
Economic Data Outpaced Expectations In October