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.
2024 Lending Outlook: Hopes, Fears, And Serving Members In The Year Ahead
February 5, 2024
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Forget the Beige Book — these credit union executives offer insights on what it will take to see green.
4 Pillars For 2024
January 22, 2024
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Callahan is helping leaders make the most of their time with stories meant to inspire creative, different thinking.
Jimmy Lovelace On Leadership
January 15, 2024
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The chief experience officer helps Community First realize the benefits of humanizing the sales and service processes.
The Economy Greatly Outperforms Expectations, Markets Prepare For A Pivot
January 10, 2024
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Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
By The Numbers: LICU, CDFI & Juntos Avanzamos
January 8, 2024
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Credit unions undertake all manner of certifications to improve their communities. Here’s how three of the most popular intersect.
This Year, Turn Purpose Into Action
January 8, 2024
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Purpose drives engagement; engagement drives results. Not sure where to start? Check the map.
Best Of 2023: Fostering Financially Strong Credit Unions
December 26, 2023
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From liquidity challenges to slowdowns in lending, new regulations and more, credit unions embraced uncertainty this year.
Want To Prevent A Food Desert? Just Add Hope.
December 18, 2023
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The Gulf-area credit union and its Hope Enterprise Coalition have helped a popular grocery not only stay in town but also expand operations.
Holiday Spending Is Poised To Reach Nearly $1 Billion
December 18, 2023
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Consumers are spending 60% more than they did a decade ago, and data shows credit union members might be especially likely to put this year’s bill on a credit card.
Credit Union Revenue Hits $89 Billion
December 11, 2023
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Higher interest rates in 2023 underpinned an increase in total revenue, which hit a record high in the third quarter.
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.
4 Pillars For 2024
Callahan is helping leaders make the most of their time with stories meant to inspire creative, different thinking.
Jimmy Lovelace On Leadership
The chief experience officer helps Community First realize the benefits of humanizing the sales and service processes.
By The Numbers: LICU, CDFI & Juntos Avanzamos
Credit unions undertake all manner of certifications to improve their communities. Here's how three of the most popular intersect.
This Year, Turn Purpose Into Action
Purpose drives engagement; engagement drives results. Not sure where to start? Check the map.
Best Of 2023: Fostering Financially Strong Credit Unions
From liquidity challenges to slowdowns in lending, new regulations and more, credit unions embraced uncertainty this year.
Want To Prevent A Food Desert? Just Add Hope.
The Gulf-area credit union and its Hope Enterprise Coalition have helped a popular grocery not only stay in town but also expand operations.
Holiday Spending Is Poised To Reach Nearly $1 Billion
Consumers are spending 60% more than they did a decade ago, and data shows credit union members might be especially likely to put this year’s ...
Credit Union Revenue Hits $89 Billion
Higher interest rates in 2023 underpinned an increase in total revenue, which hit a record high in the third quarter.
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.
The Economy Greatly Outperforms Expectations, Markets Prepare For A Pivot