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.
6 Takes On Today’s Member Experience: Andre Vygnansk
May 4, 2026
No Comments
The CXO of OUR Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Inna Sprague
May 4, 2026
No Comments
The CXO of Teachers FCU talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Kim Riley
May 4, 2026
No Comments
The CXO of Wright-Patt Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Ami Iceman Haueter
May 4, 2026
No Comments
The CXO of MSUFCU talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Jimmy Lovelace
May 4, 2026
No Comments
The CXO of Community First Credit Union of Florida talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
Strategic Outlook 2026: Credit Card Market Trends Driving Issuer Success
April 30, 2026
No Comments
Join Elan Credit Card and TRK Advisors as they break down how credit unions stack up against major credit card issuers, what to anticipate throughout 2026, and some thoughts on recent legislative proposals.
Consumers Are Financing The Future Any Way They Can
April 27, 2026
No Comments
Studies show credit card debt and Buy Now, Pay Later usage continue to rise. Bigger increases could be around the corner.
Where ALM Falls Short: A Data-Driven Look at DDA Behavior
April 15, 2026
No Comments
Explore how balance behavior, rate sensitivity, and runoff risk shape funding stability—and what it means for ALM, liquidity, and margin protection.
6 Credit Union Executive Priorities For 2026
April 15, 2026
No Comments
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?
April 13, 2026
No Comments
As margin support begins to fade, earnings performance is becoming more sensitive to revenue mix and harder to interpret through public reporting alone.
6 Takes On Today’s Member Experience: Andre Vygnansk
The CXO of OUR Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Inna Sprague
The CXO of Teachers FCU talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Kim Riley
The CXO of Wright-Patt Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Ami Iceman Haueter
The CXO of MSUFCU talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Jimmy Lovelace
The CXO of Community First Credit Union of Florida talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
Strategic Outlook 2026: Credit Card Market Trends Driving Issuer Success
Join Elan Credit Card and TRK Advisors as they break down how credit unions stack up against major credit card issuers, what to anticipate throughout ...
Consumers Are Financing The Future Any Way They Can
Studies show credit card debt and Buy Now, Pay Later usage continue to rise. Bigger increases could be around the corner.
Where ALM Falls Short: A Data-Driven Look at DDA Behavior
Explore how balance behavior, rate sensitivity, and runoff risk shape funding stability—and what it means for ALM, liquidity, and margin protection.
What’s Next For Credit Union Earnings?
As margin support begins to fade, earnings performance is becoming more sensitive to revenue mix and harder to interpret through public reporting alone.
Browse Topics
Cost Pressures Are Changing Member Behavior
Savana Morie
First quarter data shows how rising costs are pushing consumers toward flexibility and reshaping borrowing and saving habits.
WSECU Invests In Innovation To Solve Pain Points
Marc Rapport
A dedicated CUSO holding company allows WSECU to move beyond building and back fintech partners it helps shape and scale.
Future Bets From Today’s Credit Unions
Marc Rapport
Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.
When Employees Own Culture, Service Follows
Savana Morie
Advancial FCU links internal service standards, employee feedback, and peer recognition to create a more consistent experience for both staff and members.
How MSUFCU Builds And Backs Fintech Solutions
Marc Rapport
MSUFCU takes a hands-on approach to fintech, piloting solutions through its in-house lab before scaling and backing them through a wholly owned CUSO.
Members Demand Digital, But They Want Branches, Too
Savana Morie
Affinity Plus FCU has a clear member service mantra: digital for daily, human when it’s hard. Its CEO and CFO share what that looks like in practice.
How A Holding Company Helps Service Credit Union Win At Fintech
Marc Rapport
The New Hampshire cooperative shares how its fintech arm, Service Ventures, evaluates investments, balances risk, and defines success.
AI Adoption Is Growing. Are Credit Unions Keeping Pace?
Andrew Lepczyk
New data from Gallup shows half of all employees who work for companies that pay for AI tools use them. Credit unions are building their own momentum.
A Credit Union Bond Beyond Bloodlines
Aaron Passman
For Mike and Dave Valentine, the family business just happens to be credit unions. The father-son duo talk leadership styles, cooperative values, and the lessons they’ve learned from each other along the way.
Connection And Caring Matter As Much As Knowledge And Resources
Chris Howard
People who are truly financially thriving have both means and a sense of security that comes from confidence about the future. Building that kind of emotional engagement requires a deliberate design of everyday interactions.
6 Credit Union Executive Priorities For 2026