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.
Tom Terrific: Callahan Bowl XVI Predicts Tampa Bay Over Kansas City
February 5, 2021
No Comments
Callahan data confirms that Tom Brady wins yet another Super Bowl.
4 Trends To Watch In 2021
January 26, 2021
No Comments
The financial constraints credit unions faced in 2020 provide insights for how to move forward in the coming year.
How To Build A Better Budget One Month At A Time
January 18, 2021
No Comments
“Mini-CFOs” embedded across United FCU provide guidance to department leaders while gaining additional expertise of their own.
6 Useful Ratios For Uncovering The Financial Shock Of COVID-19
January 11, 2021
No Comments
Spread analysis deconstructs credit union earnings to gauge the health of an institution and its broader industry.
Vaccine Developments Fuel Year-End Optimism
January 7, 2021
No Comments
This insightful monthly market commentary will help you look beyond the headlines to better understand what is driving the current market trends that could impact your credit union’s investment portfolio.
The Value Of Planning During A Pandemic
January 4, 2021
No Comments
Credit unions proved in 2020 that they are at their best when times are tough.
The Most Magical Credit Union On Earth
January 4, 2021
No Comments
Partners FCU serves the employees of The Walt Disney Company. But making its members financial dreams come true is no fairy tale in a moment of deep economic uncertainty.
Teamwork Drives Improvements At MSUFCU
January 4, 2021
No Comments
A handful of employees have worked across the Michigan cooperative to identify nearly 250 ways to improve efficiencies, member service, the employee experience, and more.
Share Balances Reach $1.5 Trillion In The Third Quarter
December 28, 2020
No Comments
Credit unions report a continued influx in shares as members seek the safety of deposit accounts.
Investment Balances Climb Higher In 3Q 2020
December 14, 2020
No Comments
Deposit growth underpins a 3.4% increase in investment balances for the industry. See what else happened in the investment portfolio.
Tom Terrific: Callahan Bowl XVI Predicts Tampa Bay Over Kansas City
Callahan data confirms that Tom Brady wins yet another Super Bowl.
4 Trends To Watch In 2021
The financial constraints credit unions faced in 2020 provide insights for how to move forward in the coming year.
How To Build A Better Budget One Month At A Time
“Mini-CFOs” embedded across United FCU provide guidance to department leaders while gaining additional expertise of their own.
6 Useful Ratios For Uncovering The Financial Shock Of COVID-19
Spread analysis deconstructs credit union earnings to gauge the health of an institution and its broader industry.
The Value Of Planning During A Pandemic
Credit unions proved in 2020 that they are at their best when times are tough.
The Most Magical Credit Union On Earth
Partners FCU serves the employees of The Walt Disney Company. But making its members financial dreams come true is no fairy tale in a moment ...
Teamwork Drives Improvements At MSUFCU
A handful of employees have worked across the Michigan cooperative to identify nearly 250 ways to improve efficiencies, member service, the employee experience, and more.
Share Balances Reach $1.5 Trillion In The Third Quarter
Credit unions report a continued influx in shares as members seek the safety of deposit accounts.
Investment Balances Climb Higher In 3Q 2020
Deposit growth underpins a 3.4% increase in investment balances for the industry. See what else happened in the investment portfolio.
Browse Topics
A New Product Playbook Is Driving Change At Premier Credit Union
Savana Morie
In order to adopt a more proactive strategy, the Iowa cooperative is using a dedicated product development team to promote visibility and follow-through from idea to launch.
Meet The Finalists For The 2026 Innovation Series: AI-Powered Member Experience
Callahan & Associates
This year’s finalists are reimagining how credit unions can use AI to combine cutting-edge technology with old-school member service.
When Members Don’t Turn To FIs, They Turn To Friends And Family
Andrew Lepczyk
Financial advice comes in many forms. How can credits union make sure they are the No. 1 choice for their members?
Meet The Finalists For The 2026 Innovation Series: Reimagining The Lending Experience
Callahan & Associates
This year’s finalists are uncovering new ways to harness the power of technology to improve and expand lending across the industry.
A Small Match Builds Big Emergency Savings At Lake Trust
Aaron Passman
A program to help staffers improve their savings skills generated more than $200,000 in deposits and helped change participants’ financial habits.
Credit Union Data Predicts Who Will Win Super Bowl 2026
Andrew Lepczyk
As Super Bowl LX nears, the Callahan Bowl prediction model says the Seahawks will see green en route to the Lombardi Trophy.
140 Million Reasons To Lend
Aaron Passman
Lending is evolving, and credit unions are adapting. This week, CreditUnions.com examines how shifting economic conditions are reshaping lending strategies.
Rethinking Auto Lending And The Choices Facing Credit Union Leaders
Callahan & Associates
Affordability pressures, extended loan terms, and shifting vehicle values are forcing institutions to look beyond familiar structures and reconsider how to balance risk and return.
What Credit Unions Can Do NOW To Launch And Expand Student Lending Programs
Callahan & Associates
Credit unions are uniquely well-positioned to guide members through uncertainty and fill essential funding gaps.
What Would A 10% Credit Card Rate Cap Mean For Credit Unions And Members?
Andrew Lepczyk
A closer look at the trade-offs of mandated lower credit card rates reveals a delicate balance between portfolio health and member access.
Vaccine Developments Fuel Year-End Optimism