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.
No More Paper Losses –A Modern Investment Approach for Credit Unions
January 14, 2026
No Comments
Join Elite Capital Management Group for a strategic session on how Structured Protection can deliver equity participation with defined downside protection.
What Was Once A Safe Corner Of Credit Union Portfolios Is Now A Source Of Pain
January 12, 2026
No Comments
Structured protection strategies provide potentially higher long-term total returns than bonds while muting the volatility and downside risk traditionally associated with equities.
2026 Begins With Market Sentiment Similar To 2025
January 9, 2026
No Comments
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
How AI Is Shaping HR For The Next Era
January 5, 2026
No Comments
Four executives share how they are skilling up and soothing nerves as they navigate the AI revolution in real time.
Introduction to CDFIs: Why Credit Unions Are (and Always Have Been) Community Development Financial Institutions
December 23, 2025
No Comments
Credit unions have always been engines of community development, long before the CDFI Fund existed.
All Things CDFI: Wrapping 2025, Ready for 2026
December 23, 2025
No Comments
Mike Beall, John McKechnie. and Christine Duncan wrap up an eventful year for the CDFI Fund and cover what credit unions need to know heading into 2026.
At Kirtland Credit Union, Project Management Isn’t Just A Task. It’s An Ethos.
December 22, 2025
No Comments
Kirtland Credit Union’s five-tiered scoring system and rigorous approval process might look like red tape, but it’s streamlining resource allocation and improving efficiency for credit union for growth.
Credit Union Finance Leaders Saddle Up For 2026
December 15, 2025
No Comments
After an anxious 2025, CFOs and observers across the industry are preparing for the year ahead — for better or for worse.
Hurricane Knocked The Power Out? New Orleans Firemen’s FCU Is Ready.
December 15, 2025
No Comments
The next big storm in the Gulf isn’t an “if,” it’s a “when,” but the small Gulf-area credit union has a plan to help the community get back on its feet when the time comes.
6 Lessons For Credit Unions From Craft Breweries
December 8, 2025
No Comments
Craft breweries demonstrate how commitment to value, operational agility, and community focus can ignite growth and drive property.
No More Paper Losses –A Modern Investment Approach for Credit Unions
Join Elite Capital Management Group for a strategic session on how Structured Protection can deliver equity participation with defined downside protection.
What Was Once A Safe Corner Of Credit Union Portfolios Is Now A Source Of Pain
Structured protection strategies provide potentially higher long-term total returns than bonds while muting the volatility and downside risk traditionally associated with equities.
How AI Is Shaping HR For The Next Era
Four executives share how they are skilling up and soothing nerves as they navigate the AI revolution in real time.
Introduction to CDFIs: Why Credit Unions Are (and Always Have Been) Community Development Financial Institutions
Credit unions have always been engines of community development, long before the CDFI Fund existed.
All Things CDFI: Wrapping 2025, Ready for 2026
Mike Beall, John McKechnie. and Christine Duncan wrap up an eventful year for the CDFI Fund and cover what credit unions need to know heading ...
At Kirtland Credit Union, Project Management Isn’t Just A Task. It’s An Ethos.
Kirtland Credit Union’s five-tiered scoring system and rigorous approval process might look like red tape, but it’s streamlining resource allocation and improving efficiency for credit ...
Credit Union Finance Leaders Saddle Up For 2026
After an anxious 2025, CFOs and observers across the industry are preparing for the year ahead — for better or for worse.
Hurricane Knocked The Power Out? New Orleans Firemen’s FCU Is Ready.
The next big storm in the Gulf isn’t an “if,” it’s a “when,” but the small Gulf-area credit union has a plan to help the ...
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.
Browse Topics
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 Affordability Crisis Is Reshaping Credit Union Balance Sheets
Sherry Virden
Members are struggling with an affordability crisis that is changing how they manage debt, and new behaviors are showing up across the credit union loan portfolio.
Meet The Finalists For The 2026 Innovation Series: Employee Enablement
Callahan & Associates
This year’s Innovation Series returns with bigger impact and broader horizons. Since 2018, this annual showcase has spotlighted forward-thinking solutions by giving innovators a stage to share ideas, demonstrate solutions, and spark meaningful change.
Asset Quality Takes An Uncomfortable Turn In 2025
Andrew Lepczyk
Credit union asset quality didn’t collapse in 2025 — but it didn’t cooperate, either. What’s going on, and are credit unions prepared to respond in 2026?
Meet The Finalists For The 2026 Innovation Series: Fraud Prevention And Resolution
Callahan & Associates
This year’s Innovation Series returns with bigger impact and broader horizons. Since 2018, this annual showcase has spotlighted forward-thinking solutions by giving innovators a stage to share ideas, demonstrate solutions, and spark meaningful change.
Meet The Finalists For The 2026 Innovation Series: Digital Member Engagement
Callahan & Associates
This year’s Innovation Series returns with bigger impact and broader horizons. Since 2018, this annual showcase has spotlighted forward-thinking solutions by giving innovators a stage to share ideas, demonstrate solutions, and spark meaningful change.
The American Budget Squeeze
Tony Waltrich
The affordability crisis extends far beyond big-ticket expenses. As the rising cost of basic necessities outpaces income growth, household budgets are under strain and long-term financial stability is increasingly at risk.
Flexibility In The Earnings Model Matters More As Rates Turn
Omar Shalabi
As credit unions move deeper into 2026, the earnings conversation is shifting. Elevated interest rates have boosted margins and strengthened earnings flexibility, but that advantage won’t persist indefinitely.
Credit Unions At A Crossroads: Shifts, Risks, And Opportunities
Callahan & Associates
A radical shift is taking place in the way consumers move money and engage with their financial institution.
Building A ‘Culture’ Of Confidence At MSUFCU
Aaron Passman
How the Michigan-based cooperative’s “Culture of Finance” curriculum is reframing financial education.
2026 Begins With Market Sentiment Similar To 2025