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.
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.
The Fed Is Making Moves. How Are Credit Unions Responding?
October 27, 2024
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Three industry leaders talk shop about strategies to navigate dropping interest rates and economic uncertainty.
What’s In A Name: Senior Vice President Of Loan Analytics And Automation
October 21, 2024
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Andy Henline talks loan strategy and operations for the country’s second-largest credit union.
Stats That Support New Branch Builds
October 21, 2024
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Credit union leaders share how data impacts their branching decisions.
Industry Performance Indicators for Credit Unions Under $500 million
October 15, 2024
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When comparing your institution’s performance to industry averages, credit unions executives may struggle to find meaningful insights that reflect their unique challenges and opportunities. Credit unions under $500M in assets make up 84% of the industry, according to the latest NCUA data. However, their impact is often underrepresented in overall industry statistics where averages are
Industry Snapshot: Credit Union Fields Of Membership
October 14, 2024
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Multiple common bond and community charters comprise the majority of the industry, but niche fields of membership boast some of the largest institutions.
Are Community Charters The Key To Relevancy?
October 14, 2024
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Two credit unions from Nebraska and Michigan have adapted their membership models to serve a broader, more diverse base.
50 Basis Points. No Unanimous Agreement.
October 7, 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.
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.
The Fed Is Making Moves. How Are Credit Unions Responding?
Three industry leaders talk shop about strategies to navigate dropping interest rates and economic uncertainty.
What’s In A Name: Senior Vice President Of Loan Analytics And Automation
Andy Henline talks loan strategy and operations for the country’s second-largest credit union.
Stats That Support New Branch Builds
Credit union leaders share how data impacts their branching decisions.
Industry Performance Indicators for Credit Unions Under $500 million
When comparing your institution’s performance to industry averages, credit unions executives may struggle to find meaningful insights that reflect their unique challenges and opportunities. Credit ...
Industry Snapshot: Credit Union Fields Of Membership
Multiple common bond and community charters comprise the majority of the industry, but niche fields of membership boast some of the largest institutions.
Are Community Charters The Key To Relevancy?
Two credit unions from Nebraska and Michigan have adapted their membership models to serve a broader, more diverse base.
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?
50 Basis Points. No Unanimous Agreement.