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

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 fixes into bottom-line wins.

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Setting Up Memberships for Minors: A Panel for Credit Unions

Hear from Boucoup and WECU as they discuss what worked and what didn’t for family banking in the credit union space.
Features

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 ...

No More Paper Losses –A Modern Investment Approach for Credit Unions

Join Elite Capital Management Group for a strategic session on how Structured Protection can deliver equity participation with defined downside protection.
Partner Perspectives

What Was Once A Safe Corner Of Credit Union Portfolios Is Now A Source Of Pain

Structured protection strategies provide potentially higher long-term total returns than bonds while muting the volatility and downside risk traditionally associated with equities.
Blogs

2026 Begins With Market Sentiment Similar To 2025

Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Features

How AI Is Shaping HR For The Next Era

Four executives share how they are skilling up and soothing nerves as they navigate the AI revolution in real time.
Features

At Kirtland Credit Union, Project Management Isn’t Just A Task. It’s An Ethos.

Kirtland Credit Union’s five-tiered scoring system and rigorous approval process might look like red tape, but it’s streamlining resource allocation and improving efficiency for credit ...
Features

Credit Union Finance Leaders Saddle Up For 2026

After an anxious 2025, CFOs and observers across the industry are preparing for the year ahead — for better or for worse.
Features

Quarterly Market Snapshot And Two-Year Financial Statement (3Q 2025)

Quarterly performance reports from Callahan & Associates highlight important metrics from across the credit union industry. Comparing top-level performance and digging into the financial statement ...
Blogs

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.
From left: Dave Valentine, chief lending and strategy officer at Illinois-based Consumers Credit Union, and his dad, Mike Valentine, CEO of BCU.

A Credit Union Bond Beyond Bloodlines

For Mike and Dave Valentine, the family business just happens to be credit unions. The father-son duo talk leadership styles, cooperative values, and the lessons they’ve learned from each other along the way.

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Colorful digital promo for Baton Rouge Telco Federal Credit Union's Era's Tour-inspired HELOC campaign. It features bold “zero out-of-pocket costs” messaging and a call-to-action button.

Home Is Where The Heart (And More) Is

Where is mortgage growth coming from right now? This week, CreditUnions.com covers a mix of home equity campaigns, targeted affordability programs, and niche lending strategies that are bringing borrowers back into the market.

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