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.
Of Giveback And Growth
November 12, 2019
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Community giveback is one of Michigan State University Federal Credit Union’s strategic initiatives. How much did it give across 2018? How did that help the credit union grow?
Military Credit Unions Lead The Way On Veterans Day
November 11, 2019
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This Veterans Day, see how military credit unions stack up to the industry as a whole.
Fed On Hold
November 7, 2019
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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.
How Does Lending At Your Credit Union Perform Against Peers?
November 7, 2019
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An interactive dashboard by Callahan & Associates offers insight into the loan portfolio of any credit union in the United States.
California Coast And The Living Wage
November 4, 2019
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How the San Diego credit union is implementing a new compensation system and considering the living wage measure.
The Bank Branch Expansion Plan
November 4, 2019
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Thinking of buying a bank? Check out these best practices and insights from credit unions in the know.
A Merger Of Equals Melds Leaders And Boards
November 1, 2019
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The formation of Lake Trust Credit Union in 2010 presented challenges and opportunities in seamlessly integrating the upper tiers of credit union management.
3.3 Billion Ways To Showcase The Credit Union Difference
October 25, 2019
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Credit unions across the country offer members better rates, reduced fees, and other patronage perks. That’s something to celebrate.
Key Economic Considerations For 2020
October 21, 2019
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China trade, interest rate concerns make profitable risk management more critical.
A Strategy To Think Creatively About Efficiency
October 15, 2019
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TwinStar Credit Union’s Imagination Lab studies processes and reduces friction for members and employees.
Of Giveback And Growth
Community giveback is one of Michigan State University Federal Credit Union’s strategic initiatives. How much did it give across 2018? How did that help the ...
Military Credit Unions Lead The Way On Veterans Day
This Veterans Day, see how military credit unions stack up to the industry as a whole.
How Does Lending At Your Credit Union Perform Against Peers?
An interactive dashboard by Callahan & Associates offers insight into the loan portfolio of any credit union in the United States.
California Coast And The Living Wage
How the San Diego credit union is implementing a new compensation system and considering the living wage measure.
The Bank Branch Expansion Plan
Thinking of buying a bank? Check out these best practices and insights from credit unions in the know.
A Merger Of Equals Melds Leaders And Boards
The formation of Lake Trust Credit Union in 2010 presented challenges and opportunities in seamlessly integrating the upper tiers of credit union management.
3.3 Billion Ways To Showcase The Credit Union Difference
Credit unions across the country offer members better rates, reduced fees, and other patronage perks. That’s something to celebrate.
Key Economic Considerations For 2020
China trade, interest rate concerns make profitable risk management more critical.
A Strategy To Think Creatively About Efficiency
TwinStar Credit Union's Imagination Lab studies processes and reduces friction for members and employees.
Browse Topics
MSUFCU Turns A Break In Payments Into A Member Experience Moment
Aaron Passman
The Michigan cooperative keeps everyday payments working and members happy by using a common friction point to build brand loyalty.
Insights From The Outside: Don Rositano
Marc Rapport
How a former Sam’s Club finance leader adapted his member-first mindset to a not-for-profit credit union.
What’s In A Name: Vice President Of History And Culture
Aaron Passman
How a unique role instills SchoolsFirst FCU’s future leaders with an appreciation for its past.
Growth Is A Mindset, But Success Is In The Contract
Callahan & Associates
Arriba Advisors co-founder Tom Russell explores how credit unions can bridge the gap between a growth mindset and their technical reality.
Fraud Is Faster, Smarter, And Harder To Stop. Here’s How To.
Callahan & Associates
RKL offers insight, expertise, and experience to help fight off growing threats.
The Numbers Are Good. The Moment Is Hard.
William Hunt
Members are anxious about their financial futures, even as credit unions remain financially strong. Institutions that respond to this moment can make 2026 a turning point.
Wages Are Growing. Wallets Are Not.
Sherry Virden
Global events are flowing directly into household budgets, reshaping how credit union members save, borrow, and cope. Such trends don’t always show up in headline data.
Credit Unions Are Having A Margin Moment
Tony Waltrich
Credit unions are benefiting from a rare margin advantage as loans reprice slower than deposits. The question now is how institutions will use that strength to better serve members.
Where Have All The Members Gone?
Omar Shalabi
Membership growth is slowing, but financial activity is not. What does the modern financial relationship look like?
5 Takeaways From First Quarter Credit Union Performance Data
William Hunt
Inflation, war, and uncertain futures have reshaped members’ needs in 2026. What does credit union performance data from the first quarter of 2026 say about household budgets, inflation pressures, and more?
Fed On Hold