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.
Artificial Intelligence, Genuine Member Experience
March 4, 2024
No Comments
Use cases of AI in financial services are still limited, but UFCU is showing how new technology can alleviate pain points and reduce friction.
Risky Business: The Hidden Dangers Of Abandoning CPI
March 4, 2024
No Comments
It has been shown repeatedly that the number of uninsured borrowers increases and losses grow larger when institutions move from CPI to a blanket policy.
A New Economic Environment Demands New Perspectives
March 2, 2024
No Comments
Credit union leaders can lead their organizations through a period of uncertainty by looking at results through a different lens.
22% Of Americans Have No Emergency Savings
February 19, 2024
No Comments
The average share balance per credit union member dropped more than $200 across 2023 as high inflation weakened savings.
Trendwatch 4Q23
February 15, 2024
No Comments
Join us for an insightful discussion on the latest trends impacting credit unions in 2023. This webinar will explore key economic developments, credit union performance highlights, and innovative strategies to navigate slow growth while uncovering new opportunities. What You’ll Learn from 4Q23 Trendwatch Credit Union Strengths & Opportunities: Data-driven insights for growth and success. Industry-Wide
5 Takeaways From Trendwatch 2023
February 9, 2024
No Comments
What might performance in 2023 mean for 2024?
The Economy Continues To Defy Pessimistic Market Narrative
February 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.
Chiefs Or 49ers? Callahan Bowl XVIII Digs Into The Data.
February 5, 2024
No Comments
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
No Comments
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
No Comments
Forget the Beige Book — these credit union executives offer insights on what it will take to see green.
Artificial Intelligence, Genuine Member Experience
Use cases of AI in financial services are still limited, but UFCU is showing how new technology can alleviate pain points and reduce friction.
Risky Business: The Hidden Dangers Of Abandoning CPI
It has been shown repeatedly that the number of uninsured borrowers increases and losses grow larger when institutions move from CPI to a blanket policy.
22% Of Americans Have No Emergency Savings
The average share balance per credit union member dropped more than $200 across 2023 as high inflation weakened savings.
Trendwatch 4Q23
Join us for an insightful discussion on the latest trends impacting credit unions in 2023. This webinar will explore key economic developments, credit union performance ...
The Economy Continues To Defy Pessimistic Market Narrative
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
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.
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?
A New Economic Environment Demands New Perspectives