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.
GRAPH OF THE WEEK: CUSO Investments Keep Climbing
August 15, 2022
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Credit unions have seen an almost 8% rise in loans and investments to credit union service organizations since the start of the pandemic.
How Credit Unions Are Coping With Surging Mortgage Rates (Part 1)
August 1, 2022
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Some underwriting and belt-tightening, staffing and product changes are part of the response as swiftly rising rates roil the housing market.
What’s Next for the Housing Market?
August 1, 2022
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The U.S. is experiencing a shortage of homes amid record demand, which is likely to have an impact on mortgage lending moving forward.
Mortgage Slowdown Cuts Origination Fees In Half
August 1, 2022
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Income from mortgage originations and servicing were down from one year ago following slowdowns in sales and refinancing.
Investment Strategies for Rising and Volatile Rates
July 19, 2022
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It is official, the latest FED tightening cycle has begun. How did it get here? Where is it headed? How will this impact the financial/investment decisions for credit unions?
Interest Rate Volatility Reaches New Highs For 2022
July 18, 2022
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A look beyond the headlines to better understand what is driving the current market trends that could impact your credit union’s investment portfolio.
GRAPH OF THE WEEK: Credit Union Hiring Spikes Amid Hot Job Market
July 18, 2022
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Credit unions are hosting more FTEs and paying them more than they were one year ago, in large part driven by an extremely competitive hiring environment.
ROA Returns To Pre-Pandemic Levels
July 4, 2022
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After two years of swings, first-quarter return on assets at credit unions was back in line with where things stood before COVID-19 upended the economic environment.
5 Takeaways From Trendwatch 1Q 2022
June 24, 2022
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How did credit unions perform in the first three months of the year? Learn this and other insights from Callahan’s quarterly webinar.
Credit Union Revenue Inches Up
June 20, 2022
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Strong loan growth combined with increased investment and fee income helped propel credit union net income during the first quarter.
GRAPH OF THE WEEK: CUSO Investments Keep Climbing
Credit unions have seen an almost 8% rise in loans and investments to credit union service organizations since the start of the pandemic.
How Credit Unions Are Coping With Surging Mortgage Rates (Part 1)
Some underwriting and belt-tightening, staffing and product changes are part of the response as swiftly rising rates roil the housing market.
What’s Next for the Housing Market?
The U.S. is experiencing a shortage of homes amid record demand, which is likely to have an impact on mortgage lending moving forward.
Mortgage Slowdown Cuts Origination Fees In Half
Income from mortgage originations and servicing were down from one year ago following slowdowns in sales and refinancing.
Investment Strategies for Rising and Volatile Rates
It is official, the latest FED tightening cycle has begun. How did it get here? Where is it headed? How will this impact the financial/investment ...
Interest Rate Volatility Reaches New Highs For 2022
A look beyond the headlines to better understand what is driving the current market trends that could impact your credit union’s investment portfolio.
GRAPH OF THE WEEK: Credit Union Hiring Spikes Amid Hot Job Market
Credit unions are hosting more FTEs and paying them more than they were one year ago, in large part driven by an extremely competitive hiring ...
ROA Returns To Pre-Pandemic Levels
After two years of swings, first-quarter return on assets at credit unions was back in line with where things stood before COVID-19 upended the economic ...
5 Takeaways From Trendwatch 1Q 2022
How did credit unions perform in the first three months of the year? Learn this and other insights from Callahan’s quarterly webinar.
Credit Union Revenue Inches Up
Strong loan growth combined with increased investment and fee income helped propel credit union net income during the first quarter.
Browse Topics
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.
How Lake Trust Turns Member Experiences Into Brand Strategy
Savana Morie
From where stories come from to how they’re produced and distributed, Lake Trust shares how authentic member narratives strengthen its brand and show what “positive impact” looks like in action.
How An Internal Storyteller Fuels Member Growth At Navy Federal
Marc Rapport
An expert in user experience turns complex problems and opportunities into narratives that guide leaders toward confident decisions and growth-focused investment.
At Ardent Credit Union, Deposits Are A ‘Slam Dunk’
Aaron Passman
The Philadelphia-area cooperative scores among rate-shopping members with a co-branded certificate that links savings returns to college basketball results.
The Strategic Case For Rethinking Credit Card Issuing
Callahan & Associates
The credit unions that will win the next decade of card growth are those that treat credit cards not as one time product launches but as dynamic ecosystems requiring continuous investment.
What Gen Z Is Really Looking For In A Credit Union
Callahan & Associates
Gen Z’s faith in traditional institutions gives credit unions a rich opportunity to serve as a key source of financial guidance.
What’s Job No. 2?
Aaron Passman
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.
Community Financial Institutions Need A New Playbook To Combat Scams
Callahan & Associates
Fraud is increasing and becoming more sophisticated – and it’s often not caught until it’s too late.
The Numbers That Matter Most To Credit Unions
Aaron Passman
A look at year-end performance trends reveals how earnings, affordability pressures, and asset quality are redefining the operating environment heading into 2026.