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 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.
Fostering Small Business In The Big Apple
October 15, 2019
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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
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Job fairs, management training programs, and loan relief benefit local employment rates.
If You Build It They Will Come
October 15, 2019
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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
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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
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Listerhill Credit Union’s Forge Strategy sets the course for the next five years at the Alabama cooperative.
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.
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.
Browse Topics
The Callahan Guide To The 2026 Final Four
Tony Waltrich
What happens when credit union performance data meets March Madness? Callahan’s proprietary model breaks down state-level results to forecast who takes home the hardware.
A Rewards Program That Relies On Relationships, Not Usage
Savana Morie
Nuvision’s Added Advantage program tracks member engagement across the credit union, then rewards relationships through better pricing and other perks.
Innovations Financial Bets Big On Small Business Lending
Aaron Passman
CDFI grant funding helps the Florida cooperative offer microloans for small businesses after many banks pulled out of its market.
How Marine Credit Union Shifted Its Foundation From Siloed To Symbiotic
Savana Morie
By aligning governance, leadership, and day to day operations, Marine Credit Union transformed its foundation from a parallel operation into a visible extension of the credit union brand.
How Today’s Market Is Stress-Testing Credit Union And Bank Earnings Models
Andrew Lepczyk
Credit union and bank earnings reflect different business objectives. Those differences matter for how financial institutions serve their markets.
The Case For Marketing That Doesn’t Lead With The Credit Union
Savana Morie
Whitefish Credit Union barely mentions itself in its member stories. Instead, its high-quality video storytelling spotlights people, businesses, and communities, building trust, advocacy, and impact that don’t always show up in traditional ROI metrics.
Exit Interview: Deb Vollmer
Aaron Passman
The retired Langley FCU executive looks back on a career shaped by industry change, evolving leadership responsibility, and a constant focus on serving members first.
How Affinity FCU Became A Financial First Responder
Callahan & Associates
The New Jersey-New York metro credit union shares how a wellbeing-led strategy ensures members know where to turn first when life gets difficult.
Running With Scissors: The Bold Side Of Personalization
Callahan & Associates
To become skilled at personalization, credit unions must stop making assumptions about what resonates with members and start leveraging data to be sure.
A Short Guide To Compliance With The New Succession Planning Rule
Jennie Boden
Check all the right boxes while tying your credit union compliance efforts to strategy.