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.
Chiefs Or 49ers? Callahan Bowl XVIII Digs Into The Data.
February 5, 2024
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The Lombardi Trophy is once again up for grabs, and credit union data can help determine this year’s Super Bowl winner.
Ready To Make The Most Of Today’s Lending Environment? Wright-Patt Credit Union Is.
February 5, 2024
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Interest rates and inflation meet member budgetary challenges, but this Ohio credit union has a plan for that.
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.
Chiefs Or 49ers? Callahan Bowl XVIII Digs Into The Data.
The Lombardi Trophy is once again up for grabs, and credit union data can help determine this year’s Super Bowl winner.
Ready To Make The Most Of Today’s Lending Environment? Wright-Patt Credit Union Is.
Interest rates and inflation meet member budgetary challenges, but this Ohio credit union has a plan for that.
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.
Browse Topics
Credit Human Redefines ‘Green’ In The Heart Of Texas
Savana Morie
The credit union completed a three acre headquarters campus in 2021 that offers 52% more space while consuming a fraction of the resources. It’s a model of how cooperatives can lead on sustainability without sacrificing performance.
CDFIs By The Numbers
Omar Shalabi
CDFI credit unions might be fewer in number, but their impact reaches millions of members, and their footprint highlights how targeted mission can translate into broad, measurable reach.
Serving The Underserved Without Accepting Preventable Fraud Losses
Callahan & Associates
Preventable fraud losses quietly erode credit union margins. The difference between a 25% and 6% loss rate isn’t risk. It’s execution.
Inside An In-School Model That Links Classrooms With College And Careers
Savana Morie
Holy Rosary Credit Union has embedded itself into a local high school’s career and technical education program, offering scholarships, internships, and courses eligible for college credit.
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.
The Economy Greatly Outperforms Expectations, Markets Prepare For A Pivot