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.
The Personal Loan Landscape Has Shifted
February 2, 2026
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Declining savings rates and rising financial pressure are reshaping why members borrow, pushing credit unions to rethink lending strategies.
Will Ultra-Low Interest Rates Improve Housing Affordability?
February 2, 2026
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Ultra-low rates might feel like a boost to affordability, but they can create unintended challenges that ripple through housing markets, lenders, and the members credit unions serve.
The Affordable Housing Crisis Goes Beyond Single-Family Homes
February 2, 2026
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The cost of manufactured homes has increased even faster than that of traditional houses. That can affect members’ ability to qualify for and repay those loans.
Setting Up Memberships for Minors: A Panel for Credit Unions
January 28, 2026
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Hear from Boucoup and WECU as they discuss what worked and what didn’t for family banking in the credit union space.
What’s In A Name: Chief Efficiency Officer
January 19, 2026
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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 fixes into bottom-line wins.
No More Paper Losses –A Modern Investment Approach for Credit Unions
January 14, 2026
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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
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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
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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
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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
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Credit unions have always been engines of community development, long before the CDFI Fund existed.
The Personal Loan Landscape Has Shifted
Declining savings rates and rising financial pressure are reshaping why members borrow, pushing credit unions to rethink lending strategies.
Will Ultra-Low Interest Rates Improve Housing Affordability?
Ultra-low rates might feel like a boost to affordability, but they can create unintended challenges that ripple through housing markets, lenders, and the members credit ...
The Affordable Housing Crisis Goes Beyond Single-Family Homes
The cost of manufactured homes has increased even faster than that of traditional houses. That can affect members’ ability to qualify for and repay those ...
Setting Up Memberships for Minors: A Panel for Credit Unions
Hear from Boucoup and WECU as they discuss what worked and what didn’t for family banking in the credit union space.
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 ...
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.
Browse Topics
A Short Guide To Compliance With The New Succession Planning Rule
Jennie Boden
Check all the right boxes while tying your credit union compliance efforts to strategy.
The Opportunity For Credit Unions In NCUA’s New Succession Planning Rule
Jennie Boden
Make your succession plan strategic and give it ‘teeth’ to reap the benefits of stronger governance and more effective C-suite leadership.
Manufactured Homes Help Close The Housing Affordability Gap
Aaron Passman
Lower prices and better amenities are making pre-built homes an appealing option for credit unions looking to bolster their balance sheet and borrowers stymied by the affordable housing crisis.
How Prepared Are U.S. Workers For Retirement? The Answer Is, ‘Not Well.’
Andrew Lepczyk
Data from Vanguard shows retirement preparation declines with age, leaving no generation fully ready. The gap presents both a challenge and an opportunity for credit unions.
What’s In A Name: Chief People And Technology Officer
Savana Morie
It’s not every day a technology leader takes over HR. Vantage West’s Rob Hoyle explains why the two disciplines are linked now more than ever.
The Employee Benefit Cost Crisis And The Financial Strategy Forward-Thinking Credit Unions Are Using To Solve It
Callahan & Associates
Rising credit union benefit costs don’t have to remain a permanent operating burden.
Financial Market Jitters Escalate
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Takeaways From Day 2 Of GAC
Aaron Passman
From macroeconomics to multiculturalism, the future of AI, and more, the second day of this year’s convention was packed with insights.
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.
2026 Begins With Market Sentiment Similar To 2025