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
Your hub to learn how credit unions manage assets and liabilities, boost non-interest income, improve efficiencies and productivity, and maximize returns.
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
Craft breweries demonstrate how commitment to value, operational agility, and community focus can ignite growth and drive property.
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.
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 fixes into bottom-line wins.
Join Elite Capital Management Group for a strategic session on how Structured Protection can deliver equity participation with defined downside protection.
Structured protection strategies provide potentially higher long-term total returns than bonds while muting the volatility and downside risk traditionally associated with equities.
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Four executives share how they are skilling up and soothing nerves as they navigate the AI revolution in real time.
Credit unions have always been engines of community development, long before the CDFI Fund existed.
Mike Beall, John McKechnie. and Christine Duncan wrap up an eventful year for the CDFI Fund and cover what credit unions need to know heading into 2026.
Kirtland Credit Union’s five-tiered scoring system and rigorous approval process might look like red tape, but it’s streamlining resource allocation and improving efficiency for credit union for growth.
After an anxious 2025, CFOs and observers across the industry are preparing for the year ahead — for better or for worse.
The next big storm in the Gulf isn’t an “if,” it’s a “when,” but the small Gulf-area credit union has a plan to help the community get back on its feet when the time comes.

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.

As margin support begins to fade, earnings performance is becoming more sensitive to revenue mix and harder to interpret through public reporting alone.

Harvard FCU combines digital estate planning with human financial guidance to support positive, proactive wealth transfer across generations.

Discover how small to midsize credit unions can weather the economic headwinds hitting their communities right now.

Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.

At Service Credit Union, Dave Widener connects data, strategy, and culture to shape better outcomes for members.

The Ohio-based cooperative has partnered with a fintech to offer fractional investing as part of its financial education curriculum in local schools.

Seven questions credit union board members should ask to ensure alignment on executive benefit plan goals.

As credit unions move from experimentation to adoption, leaders offer firsthand knowledge on what separates weak policies from strong ones that actually work.

How Members Cooperative focuses on structure, oversight, and clear expectations to ensure AI supports, not undermines, long term strategy.
2026 Begins With Market Sentiment Similar To 2025