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.
4 Reasons Credit Unions Need To Train Front-Line Staff As Financial Counselors
October 13, 2021
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When all staff can recognize members’ financial challenges and make timely recommendations, you can improve your members’ financial lives and your credit union’s bottom line.
CECL Is Coming: Are You Prepared?
October 4, 2021
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Here are some key points to consider about being qualitatively and quantitatively prepared for the new Current Expected Credit Loss (CECL) standards.
Absent Additional Stimulus, Total Industry Investments Decline In The Second Quarter
September 27, 2021
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Cash balances contracted 11.1% from March 31 as credit unions actively put money to work.
Markets Remain Fixated On Monetary Policy
September 20, 2021
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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.
What Does ‘Digital-First’ Mean For Clearview FCU?
September 14, 2021
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The Pennsylvania credit union is expanding its technology offerings to create internal efficiencies and improve convenience, but it’s still not cutting the branch.
What’s In A Name: COVID Recovery Program Manager
August 23, 2021
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As a business owner herself, Ivory Lloyd knows how important it is to connect local businesspeople with resources to weather this storm or create new streams of income.
Economic Cycles Are Rarely A Straight Line
August 16, 2021
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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.
3 Takeaways From Trendwatch 2Q 2021
August 11, 2021
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At second quarter, credit unions continue to guide the financial lives of their members as together they recover from the effects of the COVID-19 pandemic.
2Q21 Trendwatch
August 11, 2021
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Learn about the credit union performance trends gathered from 2Q 2021 data.
1 New Department. 3 New Products. 50% Loan Growth.
August 9, 2021
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East Idaho Credit Union turned lemons into lemonade in the past 18 months to post some of the highest growth rates in one of the country’s fastest growing states.
4 Reasons Credit Unions Need To Train Front-Line Staff As Financial Counselors
When all staff can recognize members’ financial challenges and make timely recommendations, you can improve your members’ financial lives and your credit union’s bottom line.
CECL Is Coming: Are You Prepared?
Here are some key points to consider about being qualitatively and quantitatively prepared for the new Current Expected Credit Loss (CECL) standards.
Absent Additional Stimulus, Total Industry Investments Decline In The Second Quarter
Cash balances contracted 11.1% from March 31 as credit unions actively put money to work.
What Does ‘Digital-First’ Mean For Clearview FCU?
The Pennsylvania credit union is expanding its technology offerings to create internal efficiencies and improve convenience, but it’s still not cutting the branch.
What’s In A Name: COVID Recovery Program Manager
As a business owner herself, Ivory Lloyd knows how important it is to connect local businesspeople with resources to weather this storm or create new ...
Economic Cycles Are Rarely A Straight Line
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
3 Takeaways From Trendwatch 2Q 2021
At second quarter, credit unions continue to guide the financial lives of their members as together they recover from the effects of the COVID-19 pandemic.
2Q21 Trendwatch
Learn about the credit union performance trends gathered from 2Q 2021 data.
1 New Department. 3 New Products. 50% Loan Growth.
East Idaho Credit Union turned lemons into lemonade in the past 18 months to post some of the highest growth rates in one of the ...
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.
Markets Remain Fixated On Monetary Policy