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.
Soft Landing Remains A Possibility, Even If Historically Elusive
September 9, 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.
A New Way to Measure Impact
September 1, 2024
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To better fulfil its mission, Blue FCU has adopted a different method of measuring success that more closely examines members’ financial health.
No Bonuses, No Problem: Why Credit Unions Are Rethinking Incentive Models
August 19, 2024
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Cooperatives across the country are taking a fresh look at employee motivation, with some moving toward a more holistic approach to compensation.
Incentives That Power Performance And Improve Outcomes
August 19, 2024
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How Shoreline and Atomic credit unions align staff efforts with organizational goals to boost the bottom line and enhance member value.
Credit Union Employees Step Up Amid Labor Shortages
August 19, 2024
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With membership growth outpacing employee growth, member service representatives today are serving more members than they did five years ago.
Trendwatch 2Q24
August 14, 2024
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Join us for an insightful discussion on the latest trends shaping credit unions in 2Q24. Hosted by Jay Johnson, Chief Collaboration Officer, and Alex Gekas, Vice President of Marketing, at Callahan & Associates, this webinar offers a deep dive into vital financial and operational metrics, industry benchmarks, and strategies for success in today’s challenging economic
5 Lessons For Buying A Bank
August 11, 2024
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Bank purchases have become an increasingly popular expansion strategy. Here are five lessons from credit unions who’ve been through the trenches.
5 Takeaways From Trendwatch 2Q 2024
August 11, 2024
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Originations, margins, and auto lending highlight a few of the key themes in the second quarter.
What’s In A Charter Type?
August 11, 2024
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Whether a credit union selects a federal or state charter depends heavily on that institution’s regulatory needs and expansion goals.
2 Approaches To Multi-State Expansion
August 11, 2024
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From overcoming charter challenges to a focus on SEGs, Mountain America and United FCU outline how their growth trajectories extend beyond the state line.
A New Way to Measure Impact
To better fulfil its mission, Blue FCU has adopted a different method of measuring success that more closely examines members’ financial health.
No Bonuses, No Problem: Why Credit Unions Are Rethinking Incentive Models
Cooperatives across the country are taking a fresh look at employee motivation, with some moving toward a more holistic approach to compensation.
Incentives That Power Performance And Improve Outcomes
How Shoreline and Atomic credit unions align staff efforts with organizational goals to boost the bottom line and enhance member value.
Credit Union Employees Step Up Amid Labor Shortages
With membership growth outpacing employee growth, member service representatives today are serving more members than they did five years ago.
Trendwatch 2Q24
Join us for an insightful discussion on the latest trends shaping credit unions in 2Q24. Hosted by Jay Johnson, Chief Collaboration Officer, and Alex Gekas, ...
5 Lessons For Buying A Bank
Bank purchases have become an increasingly popular expansion strategy. Here are five lessons from credit unions who’ve been through the trenches.
5 Takeaways From Trendwatch 2Q 2024
Originations, margins, and auto lending highlight a few of the key themes in the second quarter.
What’s In A Charter Type?
Whether a credit union selects a federal or state charter depends heavily on that institution's regulatory needs and expansion goals.
2 Approaches To Multi-State Expansion
From overcoming charter challenges to a focus on SEGs, Mountain America and United FCU outline how their growth trajectories extend beyond the state line.
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.
Soft Landing Remains A Possibility, Even If Historically Elusive