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.
Community And Member Investments Support Resiliency For The Recovery Ahead
April 12, 2021
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Health and economic indicators are promising, but local, national, and regulatory challenges persist.
Robust Economic Growth Expected
April 12, 2021
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This monthly commentary looks beyond the headlines to uncover the driving forces behind market trends and consider how they could impact a credit union’s investment portfolio.
A Strategy To Make Marketing Pack A More Powerful Punch
April 8, 2021
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Randolph-Brooks FCU adopted an agency model for its marketing department more than a decade ago and has lessons to share for credit unions of all sizes.
Swipe, Dip, Tap: Contactless Offers A New Way To Pay
April 5, 2021
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The pandemic has changed the way Americans use cards. That behavior might never be the same.
6 Practices To Adopt In Appointment-Only Branches
March 29, 2021
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Community First Credit Union Of Florida switched to an appointment-only model in 2020. Now, it has insights on how to make the brick-and-mortar experience better for all.
Branch Problems Are The PIT’s
March 22, 2021
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One credit union’s process improvement team tackles inefficiencies and problems. Up now? The future of the branch.
Branch Problems Are The PIT’s
March 22, 2021
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One credit union’s process improvement team tackles inefficiencies and problems. Up now? The future of the branch.
Managing Excess Liquidity – Investment Trends & Insights For Credit Unions
March 10, 2021
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Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, discuss the latest economic and market insights along with investment trends based on 4Q 2020 Performance Data for U.S. Credit Unions.
How To Balance Patronage Dividends And Loan Loss Reserves
March 8, 2021
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Six credit unions talk about their strategies to offer members an annual payback while still ensuring adequate coverage in loan loss accounts.
Inflation Worries Send Longer Treasuries Soaring
March 5, 2021
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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.
Robust Economic Growth Expected
This monthly commentary looks beyond the headlines to uncover the driving forces behind market trends and consider how they could impact a credit union’s investment ...
A Strategy To Make Marketing Pack A More Powerful Punch
Randolph-Brooks FCU adopted an agency model for its marketing department more than a decade ago and has lessons to share for credit unions of all ...
Swipe, Dip, Tap: Contactless Offers A New Way To Pay
The pandemic has changed the way Americans use cards. That behavior might never be the same.
6 Practices To Adopt In Appointment-Only Branches
Community First Credit Union Of Florida switched to an appointment-only model in 2020. Now, it has insights on how to make the brick-and-mortar experience better ...
Branch Problems Are The PIT’s
One credit union’s process improvement team tackles inefficiencies and problems. Up now? The future of the branch.
Branch Problems Are The PIT’s
One credit union’s process improvement team tackles inefficiencies and problems. Up now? The future of the branch.
Managing Excess Liquidity – Investment Trends & Insights For Credit Unions
Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, discuss the ...
How To Balance Patronage Dividends And Loan Loss Reserves
Six credit unions talk about their strategies to offer members an annual payback while still ensuring adequate coverage in loan loss accounts.
Inflation Worries Send Longer Treasuries Soaring
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 ...
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.
Community And Member Investments Support Resiliency For The Recovery Ahead