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.
Understanding Funds Transfer Pricing (FTP)
July 24, 2024
No Comments
If Net Interest Margin is the heart of a financial institution’s Net Income, then Funds Transfer Pricing is the heart of managing and improving Net Interest Margin.
Beating The Odds With Business Checking
July 22, 2024
No Comments
Greenwood and Metro Credit Unions are both reporting deposit growth far above the industry average, thanks in part to a focus on commercial accounts.
Can Donor-Advised Funds Make Your Philanthropy Go Further?
July 21, 2024
No Comments
Although the industry is chock-full of foundations, some institutions rely on donor-advised funds as a pathway to giving back.
Understanding NCUA’s 2023 Grant Funding
July 15, 2024
No Comments
The regulator’s Community Development Revolving Loan Fund distributed $3.8 million in grant funding last year, benefitting more than 140 credit unions.
How Are Credit Unions Navigating The Fintech Frontier?
July 8, 2024
No Comments
Technology partnerships offer a path to innovation and enhanced member service.
Coloramo Rolls Out A ‘Real’ Strategy To Attract Young Members
July 8, 2024
No Comments
The Colorado credit union has debuted a digital brand targeting young consumers and plans to make it available to the entire industry.
Revisiting 2024 Economic Themes At Midyear
July 8, 2024
No Comments
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
Community Financial Flips The Script On Junk Fees
June 24, 2024
No Comments
The Michigan credit union has dropped punitive overdraft fees in favor of a checking account feature that helps members save money when their spending outstrips their budget.
Share Draft And Auto Loan Penetration Jump Substantially
June 24, 2024
No Comments
Penetration growth is uneven across product lines, with share draft and auto loans blazing a trail in the past decade while other products remain stagnant.
Macroeconomic Indicators To Watch In 2024
June 17, 2024
No Comments
Six data points showcase what’s happening in the larger economy that could direct credit union decision-making for the rest of the year.
Understanding Funds Transfer Pricing (FTP)
If Net Interest Margin is the heart of a financial institution’s Net Income, then Funds Transfer Pricing is the heart of managing and improving Net ...
Beating The Odds With Business Checking
Greenwood and Metro Credit Unions are both reporting deposit growth far above the industry average, thanks in part to a focus on commercial accounts.
Can Donor-Advised Funds Make Your Philanthropy Go Further?
Although the industry is chock-full of foundations, some institutions rely on donor-advised funds as a pathway to giving back.
Understanding NCUA’s 2023 Grant Funding
The regulator’s Community Development Revolving Loan Fund distributed $3.8 million in grant funding last year, benefitting more than 140 credit unions.
How Are Credit Unions Navigating The Fintech Frontier?
Technology partnerships offer a path to innovation and enhanced member service.
Coloramo Rolls Out A ‘Real’ Strategy To Attract Young Members
The Colorado credit union has debuted a digital brand targeting young consumers and plans to make it available to the entire industry.
Community Financial Flips The Script On Junk Fees
The Michigan credit union has dropped punitive overdraft fees in favor of a checking account feature that helps members save money when their spending outstrips ...
Share Draft And Auto Loan Penetration Jump Substantially
Penetration growth is uneven across product lines, with share draft and auto loans blazing a trail in the past decade while other products remain stagnant.
Macroeconomic Indicators To Watch In 2024
Six data points showcase what's happening in the larger economy that could direct credit union decision-making for the rest of the year.
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?
Revisiting 2024 Economic Themes At Midyear