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 Unions Are Prioritizing Purpose As The Pandemic Wanes
May 16, 2022
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Credit unions have the opportunity to play important roles in the lives of members and communities, but to remain relevant, they must continually strive to help members achieve their goals.
What’s The EU Summit To Credit Unions?
May 4, 2022
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The European Union summit outcome offers no real game-changers.
Just Add Coffee: How 2 Credit Unions Are Rethinking Branching
May 2, 2022
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Top-Level Takeaways Co-locations diversify branch networks and can attract community members to a branch for reasons completely unrelated to banking. The collaborations provide opportunities for credit unions to align themselves with unlikely partners, and some arrangements provide non-interest income streams. Co-location strategies in which credit unions share space with another business often completely unrelated to
What’s In A Name: Marketing Portfolio Manager
April 25, 2022
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Kristine Rellihan works toward the ideal blend of efficiency, goal alignment, impact, internal service satisfaction, and process workflow at Dupaco Community Credit Union.
2 Ways To Approach Fee Relief For Members
April 25, 2022
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United FCU offers support by reducing overdraft and NSF fees; Amplify flat-out eliminates them.
5 Ways To Go Green
April 18, 2022
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Celebrate Earth Day with some recycled best practices featured previously on CreditUnions.com.
Q1 2022 Was Historically Bad For Fixed Income
April 18, 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.
2022 NCUA 5300 Call Report Changes
April 7, 2022
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This webinar will educate credit union leaders on how the upcoming 1Q22 5300 Call Report changes might impact their data, analytics, reporting, and comparative analytics programs.
Changes To The Credit Card Market Are Coming. Are you Ready?
April 4, 2022
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Managing a card program will require addressing specific challenges. Failing to prepare could result in a damaged future for the credit union’s card program
Investment Trends And Insights For Credit Unions
March 29, 2022
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Callahan & Associates; Jason Haley, chief investment officer for ALM First; and Jay Johnson, president of Trust for Credit Unions, discuss the latest economic trends and market insights.
What’s The EU Summit To Credit Unions?
The European Union summit outcome offers no real game-changers.
Just Add Coffee: How 2 Credit Unions Are Rethinking Branching
Top-Level Takeaways Co-locations diversify branch networks and can attract community members to a branch for reasons completely unrelated to banking. The collaborations provide opportunities for ...
What’s In A Name: Marketing Portfolio Manager
Kristine Rellihan works toward the ideal blend of efficiency, goal alignment, impact, internal service satisfaction, and process workflow at Dupaco Community Credit Union.
2 Ways To Approach Fee Relief For Members
United FCU offers support by reducing overdraft and NSF fees; Amplify flat-out eliminates them.
5 Ways To Go Green
Celebrate Earth Day with some recycled best practices featured previously on CreditUnions.com.
Q1 2022 Was Historically Bad For 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.
2022 NCUA 5300 Call Report Changes
This webinar will educate credit union leaders on how the upcoming 1Q22 5300 Call Report changes might impact their data, analytics, reporting, and comparative analytics ...
Changes To The Credit Card Market Are Coming. Are you Ready?
Managing a card program will require addressing specific challenges. Failing to prepare could result in a damaged future for the credit union’s card program
Investment Trends And Insights For Credit Unions
Callahan & Associates; Jason Haley, chief investment officer for ALM First; and Jay Johnson, president of Trust for Credit Unions, discuss the latest economic trends ...
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?
Credit Unions Are Prioritizing Purpose As The Pandemic Wanes