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.
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.
Credit Union Industry At-A-Glance (2Q19)
September 20, 2019
No Comments
Credit union membership grew 3.7% and earnings pushed ROA up 6 basis points year-over-year. What else happened in second quarter?
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.
Credit Union Industry At-A-Glance (2Q19)
Credit union membership grew 3.7% and earnings pushed ROA up 6 basis points year-over-year. What else happened in second quarter?
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?
More Questions Than Answers On Economy In Fourth Quarter