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.
A Strategy To Think Creatively About Efficiency
October 15, 2019
No Comments
TwinStar Credit Union’s Imagination Lab studies processes and reduces friction for members and employees.
Fostering Small Business In The Big Apple
October 15, 2019
No Comments
One New York credit union nurtures startups and established businesses in the nation’s most competitive city.
Credit Unions Hammer Away At Unemployment
October 15, 2019
No Comments
Job fairs, management training programs, and loan relief benefit local employment rates.
If You Build It They Will Come
October 15, 2019
No Comments
Northwest Community Credit Union is moving its headquarters to downtown Eugene, OR, in the hopes it will help revitalize an under-utilized area.
The Great Credit Union Cash Airlift
October 15, 2019
No Comments
In the wake of Hurricane Katrina, the spirit of credit union cooperation was embodied in the actions of Texas Dow Employees CU’s efforts to aid DOW Louisiana FCU.
It’s 2025. Do You Know Where Your Credit Union Is?
October 14, 2019
No Comments
Listerhill Credit Union’s Forge Strategy sets the course for the next five years at the Alabama cooperative.
Bethpage FCU Credits
October 9, 2019
No Comments
Bethpage Federal Credit Union, New York, had the highest IRA balance as a percentage of total shares – almost $198 million- and the highest number of IRA accounts at 11,145 in the top 50 of CUs over $50 million-in-assets as of Sept. 30, 2001, according to Callahan and Associates data. And because tax time means IRA season at credit unions, Bethpage FCU President/CEO Kirk Kordeleski acknowledged th
More Questions Than Answers On Economy In Fourth Quarter
October 7, 2019
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.
4 Takeaways From The ALM First Financial Forum
October 4, 2019
No Comments
The global economy provided a colorful backdrop for credit union financial executives, board members, and leaders planning for the coming year.
Credit Unions Hold A Strong Position For The End Of 2019
October 1, 2019
No Comments
Earnings growth extended into the second quarter as cooperatives reported higher net interest income than operating expenses for the second consecutive period.
A Strategy To Think Creatively About Efficiency
TwinStar Credit Union's Imagination Lab studies processes and reduces friction for members and employees.
Fostering Small Business In The Big Apple
One New York credit union nurtures startups and established businesses in the nation’s most competitive city.
Credit Unions Hammer Away At Unemployment
Job fairs, management training programs, and loan relief benefit local employment rates.
If You Build It They Will Come
Northwest Community Credit Union is moving its headquarters to downtown Eugene, OR, in the hopes it will help revitalize an under-utilized area.
The Great Credit Union Cash Airlift
In the wake of Hurricane Katrina, the spirit of credit union cooperation was embodied in the actions of Texas Dow Employees CU's efforts to aid ...
It’s 2025. Do You Know Where Your Credit Union Is?
Listerhill Credit Union’s Forge Strategy sets the course for the next five years at the Alabama cooperative.
Bethpage FCU Credits
Bethpage Federal Credit Union, New York, had the highest IRA balance as a percentage of total shares - almost $198 million- and the highest number ...
4 Takeaways From The ALM First Financial Forum
The global economy provided a colorful backdrop for credit union financial executives, board members, and leaders planning for the coming year.
Credit Unions Hold A Strong Position For The End Of 2019
Earnings growth extended into the second quarter as cooperatives reported higher net interest income than operating expenses for the second consecutive period.
Browse Topics
Markets React To Consequential Announcements
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Meet The Finalists For The 2026 Innovation Series: Data And Decision Intelligence
Callahan & Associates
This year’s finalists are reimagining how credit unions use data to boost service levels and improve efficiencies.
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.
More Questions Than Answers On Economy In Fourth Quarter