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.
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.
So Much For Calmer Markets
August 8, 2024
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Despite a likely ease in monetary policy coming soon from the Federal Reserve, early August has seen plenty of tumult.
Millennials Are Driving Mortgage Growth At These Credit Unions
August 4, 2024
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Discover how Liberty FCU and Veridian Credit Union are successfully increasing mortgage portfolios with strategies tailored to Gen Z and millennials.
Putting CECL Accounting To The Test
August 4, 2024
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Credit union CFOs say the new standard has created clear processes and more collaboration between finance and lending, while adding even more work to an age-old process.
Credit Card Spending Is Up. Is Your Program Competitive?
August 4, 2024
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With costs and regulatory pressures rising, many institutions are turning to an agent-issuing model to ensure members get superior service.
Tackle Margin Compression By Transforming Your Lending Operations
August 4, 2024
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A digital loan origination system can revolutionize a credit union’s lending process by boosting efficiency, minimizing risk, and enhancing the borrower experience.
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.
Millennials Are Driving Mortgage Growth At These Credit Unions
Discover how Liberty FCU and Veridian Credit Union are successfully increasing mortgage portfolios with strategies tailored to Gen Z and millennials.
Putting CECL Accounting To The Test
Credit union CFOs say the new standard has created clear processes and more collaboration between finance and lending, while adding even more work to an ...
Credit Card Spending Is Up. Is Your Program Competitive?
With costs and regulatory pressures rising, many institutions are turning to an agent-issuing model to ensure members get superior service.
Tackle Margin Compression By Transforming Your Lending Operations
A digital loan origination system can revolutionize a credit union’s lending process by boosting efficiency, minimizing risk, and enhancing the borrower experience.
Browse Topics
When Employees Own Culture, Service Follows
Savana Morie
Advancial FCU links internal service standards, employee feedback, and peer recognition to create a more consistent experience for both staff and members.
How MSUFCU Builds And Backs Fintech Solutions
Marc Rapport
MSUFCU takes a hands-on approach to fintech, piloting solutions through its in-house lab before scaling and backing them through a wholly owned CUSO.
Members Demand Digital, But They Want Branches, Too
Savana Morie
Affinity Plus FCU has a clear member service mantra: digital for daily, human when it’s hard. Its CEO and CFO share what that looks like in practice.
How A Holding Company Helps Service Credit Union Win At Fintech
Marc Rapport
The New Hampshire cooperative shares how its fintech arm, Service Ventures, evaluates investments, balances risk, and defines success.
AI Adoption Is Growing. Are Credit Unions Keeping Pace?
Andrew Lepczyk
New data from Gallup shows half of all employees who work for companies that pay for AI tools use them. Credit unions are building their own momentum.
A Credit Union Bond Beyond Bloodlines
Aaron Passman
For Mike and Dave Valentine, the family business just happens to be credit unions. The father-son duo talk leadership styles, cooperative values, and the lessons they’ve learned from each other along the way.
Connection And Caring Matter As Much As Knowledge And Resources
Chris Howard
People who are truly financially thriving have both means and a sense of security that comes from confidence about the future. Building that kind of emotional engagement requires a deliberate design of everyday interactions.
Stablecoin Is Credit Unions’ Opportunity To Lead — Not Follow
Callahan & Associates
Money movement is changing quickly, and stablecoins are a clear signal of the future of financial infrastructure.
Markets Flip From Pricing Cuts To 50% Chance Of Hikes
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Keep The Mortgage. Ditch The Fees.
Savana Morie
A rethink of closing costs, rate relief, and employer partnerships helped 7 17 Credit Union build an affordable housing mortgage program that works.
So Much For Calmer Markets