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.
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.
What Happened To Investments And Cash Balances In The First Quarter?
June 20, 2022
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The credit union balance sheet is shifting as the U.S. economy enters a post-pandemic reality.
Unanswered Inflation Questions Fuel Uncertainty
June 20, 2022
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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.
Credit Unions’ Auto Market Share Hits All-Time High
June 13, 2022
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Despite all the challenges associated with buying a car right now, more consumers than ever are turning to credit unions for auto loans.
A Closer Look At Recent Call Report Changes
June 13, 2022
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The NCUA overhauled its 5300 reporting requirements in the first quarter of this year. After such a drastic data change, here’s how industry leaders can understand the updated requirements.
Residential Lending Slows Even As Market Share Rises
June 6, 2022
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The industry closed out the first quarter with a higher percentage of the total mortgage market, although originations dropped amid decreasing inventories and a broader slowdown in home loan activity.
Fees With Benefits? TCT FCU Makes It Work.
May 30, 2022
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The New York credit union has lowered punitive fees and added an array of benefits to spread the gain while easing the pain.
1Q22 Trendwatch
May 18, 2022
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Learn about credit union performance trends gathered from first quarter data.
A Strategy To Serve Members And Build Non-Interest Income
May 16, 2022
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Top-Level Takeaways CBC Federal Credit Union launched an insurance CUSO in August 2021 to provide members with money-saving options. As an added bonus, the CUSO also adds a new source of non-interest income. The CBC Insurance Agency has already surpassed its 100-policy milestone. The credit union now has plans to offer DMV registration services in-branch.
April Doesn’t Break Bearish Trend In Fixed Income
May 16, 2022
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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.
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.
Unanswered Inflation Questions Fuel Uncertainty
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
Credit Unions’ Auto Market Share Hits All-Time High
Despite all the challenges associated with buying a car right now, more consumers than ever are turning to credit unions for auto loans.
A Closer Look At Recent Call Report Changes
The NCUA overhauled its 5300 reporting requirements in the first quarter of this year. After such a drastic data change, here’s how industry leaders can ...
Residential Lending Slows Even As Market Share Rises
The industry closed out the first quarter with a higher percentage of the total mortgage market, although originations dropped amid decreasing inventories and a broader ...
Fees With Benefits? TCT FCU Makes It Work.
The New York credit union has lowered punitive fees and added an array of benefits to spread the gain while easing the pain.
1Q22 Trendwatch
Learn about credit union performance trends gathered from first quarter data.
A Strategy To Serve Members And Build Non-Interest Income
Top-Level Takeaways CBC Federal Credit Union launched an insurance CUSO in August 2021 to provide members with money-saving options. As an added bonus, the CUSO ...
April Doesn’t Break Bearish Trend In Fixed Income
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
Browse Topics
MSUFCU Turns A Break In Payments Into A Member Experience Moment
Aaron Passman
The Michigan cooperative keeps everyday payments working and members happy by using a common friction point to build brand loyalty.
Insights From The Outside: Don Rositano
Marc Rapport
How a former Sam’s Club finance leader adapted his member-first mindset to a not-for-profit credit union.
What’s In A Name: Vice President Of History And Culture
Aaron Passman
How a unique role instills SchoolsFirst FCU’s future leaders with an appreciation for its past.
Growth Is A Mindset, But Success Is In The Contract
Callahan & Associates
Arriba Advisors co-founder Tom Russell explores how credit unions can bridge the gap between a growth mindset and their technical reality.
Fraud Is Faster, Smarter, And Harder To Stop. Here’s How To.
Callahan & Associates
RKL offers insight, expertise, and experience to help fight off growing threats.
The Numbers Are Good. The Moment Is Hard.
William Hunt
Members are anxious about their financial futures, even as credit unions remain financially strong. Institutions that respond to this moment can make 2026 a turning point.
Wages Are Growing. Wallets Are Not.
Sherry Virden
Global events are flowing directly into household budgets, reshaping how credit union members save, borrow, and cope. Such trends don’t always show up in headline data.
Credit Unions Are Having A Margin Moment
Tony Waltrich
Credit unions are benefiting from a rare margin advantage as loans reprice slower than deposits. The question now is how institutions will use that strength to better serve members.
Where Have All The Members Gone?
Omar Shalabi
Membership growth is slowing, but financial activity is not. What does the modern financial relationship look like?
5 Takeaways From First Quarter Credit Union Performance Data
William Hunt
Inflation, war, and uncertain futures have reshaped members’ needs in 2026. What does credit union performance data from the first quarter of 2026 say about household budgets, inflation pressures, and more?
What Happened To Investments And Cash Balances In The First Quarter?