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 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.
Bethpage FCU Credits
October 9, 2019
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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
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.
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 ...
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.