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.
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.
A Regional View Of Earnings And Capital In The Third Quarter Of 2020
December 14, 2020
No Comments
Credit unions in the West reported the largest decline in ROA. See what else has happened across the United States.
Credit Union Earnings And Capital In The Third Quarter Of 2020
December 14, 2020
No Comments
Concerned with cooperative values and not stock prices, credit unions have sacrificed short-term earnings to bolster reserves and give members a break on fees.
2021 Economic Outlook: Investment Trends & Insights For Credit Unions
December 8, 2020
No Comments
Join Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for a discussion about the latest economic and market insights along with investment trends based on 3Q 2020 Performance Data for all U.S. Credit Unions.
A Very Challenging Year Ends With Encouraging News
December 7, 2020
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.
3Q 2020 Trendwatch
November 10, 2020
No Comments
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
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.
A Regional View Of Earnings And Capital In The Third Quarter Of 2020
Credit unions in the West reported the largest decline in ROA. See what else has happened across the United States.
Credit Union Earnings And Capital In The Third Quarter Of 2020
Concerned with cooperative values and not stock prices, credit unions have sacrificed short-term earnings to bolster reserves and give members a break on fees.
2021 Economic Outlook: Investment Trends & Insights For Credit Unions
Join Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for ...
3Q 2020 Trendwatch
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
Browse Topics
Takeaways From Day 1 Of GAC
Aaron Passman
From new attitudes to new ways of thinking about service delivery, here’s a look at the first day of the industry’s biggest event.
Credit Union Storytelling With A Mission Focus
Marc Rapport
Storytelling drives growth and loyalty at Navy Federal, where real member experiences become narratives that strengthen trust, reinforce value, and build lasting relationships.
How Lake Trust Turns Member Experiences Into Brand Strategy
Savana Morie
From where stories come from to how they’re produced and distributed, Lake Trust shares how authentic member narratives strengthen its brand and show what “positive impact” looks like in action.
How An Internal Storyteller Fuels Member Growth At Navy Federal
Marc Rapport
An expert in user experience turns complex problems and opportunities into narratives that guide leaders toward confident decisions and growth-focused investment.
At Ardent Credit Union, Deposits Are A ‘Slam Dunk’
Aaron Passman
The Philadelphia-area cooperative scores among rate-shopping members with a co-branded certificate that links savings returns to college basketball results.
The Strategic Case For Rethinking Credit Card Issuing
Callahan & Associates
The credit unions that will win the next decade of card growth are those that treat credit cards not as one time product launches but as dynamic ecosystems requiring continuous investment.
What Gen Z Is Really Looking For In A Credit Union
Callahan & Associates
Gen Z’s faith in traditional institutions gives credit unions a rich opportunity to serve as a key source of financial guidance.
What’s Job No. 2?
Aaron Passman
CreditUnions.com is all-in on growth and marketing this week, spotlighting real-world strategies that help cooperatives serve members for life, invest in people, expand their impact, and more.
Community Financial Institutions Need A New Playbook To Combat Scams
Callahan & Associates
Fraud is increasing and becoming more sophisticated – and it’s often not caught until it’s too late.
The Numbers That Matter Most To Credit Unions
Aaron Passman
A look at year-end performance trends reveals how earnings, affordability pressures, and asset quality are redefining the operating environment heading into 2026.
A Very Challenging Year Ends With Encouraging News