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.
What’s Job No. 2?
March 2, 2026
No Comments
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.
Trendwatch 4Q25
February 24, 2026
No Comments
Join Callahan & Associates for a data driven look at 4Q25 credit union industry performance, grounded in the latest call report insights.
The Numbers That Matter Most To Credit Unions
February 23, 2026
No Comments
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
February 23, 2026
No Comments
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
February 23, 2026
No Comments
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: Fraud Prevention And Resolution
February 23, 2026
No Comments
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
February 23, 2026
No Comments
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
February 23, 2026
No Comments
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
February 23, 2026
No Comments
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.
Building A ‘Culture’ Of Confidence At MSUFCU
February 16, 2026
No Comments
How the Michigan-based cooperative’s “Culture of Finance” curriculum is reframing financial education.
What’s Job No. 2?
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, ...
Trendwatch 4Q25
Join Callahan & Associates for a data driven look at 4Q25 credit union industry performance, grounded in the latest call report insights.
The Numbers That Matter Most To Credit Unions
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
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 ...
Meet The Finalists For The 2026 Innovation Series: Employee Enablement
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 ...
Meet The Finalists For The 2026 Innovation Series: Fraud Prevention And Resolution
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 ...
Meet The Finalists For The 2026 Innovation Series: Digital Member Engagement
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 ...
The American Budget Squeeze
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 ...
Flexibility In The Earnings Model Matters More As Rates Turn
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 ...
Building A ‘Culture’ Of Confidence At MSUFCU
How the Michigan-based cooperative’s “Culture of Finance” curriculum is reframing financial education.
Browse Topics
6 Credit Union Executive Priorities For 2026
Jay Johnson
Credit union leaders want to know where peers are placing their focus. These six priorities reflect how leadership teams are responding to change with intention and clarity.
What’s Next For Credit Union Earnings?
Omar Shalabi
As margin support begins to fade, earnings performance is becoming more sensitive to revenue mix and harder to interpret through public reporting alone.
The Great Wealth Transfer Is Also A Relationship Transfer
Savana Morie
Harvard FCU combines digital estate planning with human financial guidance to support positive, proactive wealth transfer across generations.
The Lending Lag Is Real, And Here’s What Smaller Credit Unions Can Do About It
Callahan & Associates
Discover how small to midsize credit unions can weather the economic headwinds hitting their communities right now.
Fresh Risks For Financial Markets
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
What’s In A Name: AVP Of Member Insights
Aaron Passman
At Service Credit Union, Dave Widener connects data, strategy, and culture to shape better outcomes for members.
At Cardinal Credit Union, Small Investments Offer Big Financial Lessons
Aaron Passman
The Ohio-based cooperative has partnered with a fintech to offer fractional investing as part of its financial education curriculum in local schools.
How Compensation Blind Spots Impact CEO Retention And Succession
Callahan & Associates
Seven questions credit union board members should ask to ensure alignment on executive benefit plan goals.
What Makes Good AI Policy? Start With Curiosity And Accountability.
Marc Rapport
As credit unions move from experimentation to adoption, leaders offer firsthand knowledge on what separates weak policies from strong ones that actually work.
Governance And Guardrails Help Credit Unions Navigate AI
Aaron Passman
How Members Cooperative focuses on structure, oversight, and clear expectations to ensure AI supports, not undermines, long term strategy.