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.
Chiefs Or 49ers? Callahan Bowl XVIII Digs Into The Data.
February 5, 2024
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The Lombardi Trophy is once again up for grabs, and credit union data can help determine this year’s Super Bowl winner.
Ready To Make The Most Of Today’s Lending Environment? Wright-Patt Credit Union Is.
February 5, 2024
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Interest rates and inflation meet member budgetary challenges, but this Ohio credit union has a plan for that.
2024 Lending Outlook: Hopes, Fears, And Serving Members In The Year Ahead
February 5, 2024
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Forget the Beige Book — these credit union executives offer insights on what it will take to see green.
4 Pillars For 2024
January 22, 2024
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Callahan is helping leaders make the most of their time with stories meant to inspire creative, different thinking.
Jimmy Lovelace On Leadership
January 15, 2024
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The chief experience officer helps Community First realize the benefits of humanizing the sales and service processes.
The Economy Greatly Outperforms Expectations, Markets Prepare For A Pivot
January 10, 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.
By The Numbers: LICU, CDFI & Juntos Avanzamos
January 8, 2024
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Credit unions undertake all manner of certifications to improve their communities. Here’s how three of the most popular intersect.
This Year, Turn Purpose Into Action
January 8, 2024
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Purpose drives engagement; engagement drives results. Not sure where to start? Check the map.
Best Of 2023: Fostering Financially Strong Credit Unions
December 26, 2023
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From liquidity challenges to slowdowns in lending, new regulations and more, credit unions embraced uncertainty this year.
Want To Prevent A Food Desert? Just Add Hope.
December 18, 2023
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The Gulf-area credit union and its Hope Enterprise Coalition have helped a popular grocery not only stay in town but also expand operations.
Chiefs Or 49ers? Callahan Bowl XVIII Digs Into The Data.
The Lombardi Trophy is once again up for grabs, and credit union data can help determine this year’s Super Bowl winner.
Ready To Make The Most Of Today’s Lending Environment? Wright-Patt Credit Union Is.
Interest rates and inflation meet member budgetary challenges, but this Ohio credit union has a plan for that.
2024 Lending Outlook: Hopes, Fears, And Serving Members In The Year Ahead
Forget the Beige Book — these credit union executives offer insights on what it will take to see green.
4 Pillars For 2024
Callahan is helping leaders make the most of their time with stories meant to inspire creative, different thinking.
Jimmy Lovelace On Leadership
The chief experience officer helps Community First realize the benefits of humanizing the sales and service processes.
By The Numbers: LICU, CDFI & Juntos Avanzamos
Credit unions undertake all manner of certifications to improve their communities. Here's how three of the most popular intersect.
This Year, Turn Purpose Into Action
Purpose drives engagement; engagement drives results. Not sure where to start? Check the map.
Best Of 2023: Fostering Financially Strong Credit Unions
From liquidity challenges to slowdowns in lending, new regulations and more, credit unions embraced uncertainty this year.
Want To Prevent A Food Desert? Just Add Hope.
The Gulf-area credit union and its Hope Enterprise Coalition have helped a popular grocery not only stay in town but also expand operations.
Browse Topics
Takeaways From Day 1 Of GAC
Aaron Passman
From new attitudes to new ways of thinking about service delivery, here’s a look at the first day of the industry’s biggest event.
Credit Union Storytelling With A Mission Focus
Marc Rapport
Storytelling drives growth and loyalty at Navy Federal, where real member experiences become narratives that strengthen trust, reinforce value, and build lasting relationships.
How Lake Trust Turns Member Experiences Into Brand Strategy
Savana Morie
From where stories come from to how they’re produced and distributed, Lake Trust shares how authentic member narratives strengthen its brand and show what “positive impact” looks like in action.
How An Internal Storyteller Fuels Member Growth At Navy Federal
Marc Rapport
An expert in user experience turns complex problems and opportunities into narratives that guide leaders toward confident decisions and growth-focused investment.
At Ardent Credit Union, Deposits Are A ‘Slam Dunk’
Aaron Passman
The Philadelphia-area cooperative scores among rate-shopping members with a co-branded certificate that links savings returns to college basketball results.
The Strategic Case For Rethinking Credit Card Issuing
Callahan & Associates
The credit unions that will win the next decade of card growth are those that treat credit cards not as one time product launches but as dynamic ecosystems requiring continuous investment.
What Gen Z Is Really Looking For In A Credit Union
Callahan & Associates
Gen Z’s faith in traditional institutions gives credit unions a rich opportunity to serve as a key source of financial guidance.
What’s Job No. 2?
Aaron Passman
CreditUnions.com is all-in on growth and marketing this week, spotlighting real-world strategies that help cooperatives serve members for life, invest in people, expand their impact, and more.
Community Financial Institutions Need A New Playbook To Combat Scams
Callahan & Associates
Fraud is increasing and becoming more sophisticated – and it’s often not caught until it’s too late.
The Numbers That Matter Most To Credit Unions
Aaron Passman
A look at year-end performance trends reveals how earnings, affordability pressures, and asset quality are redefining the operating environment heading into 2026.
The Economy Greatly Outperforms Expectations, Markets Prepare For A Pivot