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.
Credit Union Data Predicts Who Will Win Super Bowl 2026
February 2, 2026
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As Super Bowl LX nears, the Callahan Bowl prediction model says the Seahawks will see green en route to the Lombardi Trophy.
What Would A 10% Credit Card Rate Cap Mean For Credit Unions And Members?
February 2, 2026
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A closer look at the trade-offs of mandated lower credit card rates reveals a delicate balance between portfolio health and member access.
The Personal Loan Landscape Has Shifted
February 2, 2026
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Declining savings rates and rising financial pressure are reshaping why members borrow, pushing credit unions to rethink lending strategies.
Will Ultra-Low Interest Rates Improve Housing Affordability?
February 2, 2026
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Ultra-low rates might feel like a boost to affordability, but they can create unintended challenges that ripple through housing markets, lenders, and the members credit unions serve.
The Affordable Housing Crisis Goes Beyond Single-Family Homes
February 2, 2026
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The cost of manufactured homes has increased even faster than that of traditional houses. That can affect members’ ability to qualify for and repay those loans.
Setting Up Memberships for Minors: A Panel for Credit Unions
January 28, 2026
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Hear from Boucoup and WECU as they discuss what worked and what didn’t for family banking in the credit union space.
What’s In A Name: Chief Efficiency Officer
January 19, 2026
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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.
No More Paper Losses –A Modern Investment Approach for Credit Unions
January 14, 2026
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Join Elite Capital Management Group for a strategic session on how Structured Protection can deliver equity participation with defined downside protection.
What Was Once A Safe Corner Of Credit Union Portfolios Is Now A Source Of Pain
January 12, 2026
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Structured protection strategies provide potentially higher long-term total returns than bonds while muting the volatility and downside risk traditionally associated with equities.
2026 Begins With Market Sentiment Similar To 2025
January 9, 2026
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Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Credit Union Data Predicts Who Will Win Super Bowl 2026
As Super Bowl LX nears, the Callahan Bowl prediction model says the Seahawks will see green en route to the Lombardi Trophy.
What Would A 10% Credit Card Rate Cap Mean For Credit Unions And Members?
A closer look at the trade-offs of mandated lower credit card rates reveals a delicate balance between portfolio health and member access.
The Personal Loan Landscape Has Shifted
Declining savings rates and rising financial pressure are reshaping why members borrow, pushing credit unions to rethink lending strategies.
Will Ultra-Low Interest Rates Improve Housing Affordability?
Ultra-low rates might feel like a boost to affordability, but they can create unintended challenges that ripple through housing markets, lenders, and the members credit ...
The Affordable Housing Crisis Goes Beyond Single-Family Homes
The cost of manufactured homes has increased even faster than that of traditional houses. That can affect members’ ability to qualify for and repay those ...
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.
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.
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.
Browse Topics
Cost Pressures Are Changing Member Behavior
Savana Morie
First quarter data shows how rising costs are pushing consumers toward flexibility and reshaping borrowing and saving habits.
WSECU Invests In Innovation To Solve Pain Points
Marc Rapport
A dedicated CUSO holding company allows WSECU to move beyond building and back fintech partners it helps shape and scale.
Future Bets From Today’s Credit Unions
Marc Rapport
Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.
When Employees Own Culture, Service Follows
Savana Morie
Advancial FCU links internal service standards, employee feedback, and peer recognition to create a more consistent experience for both staff and members.
How MSUFCU Builds And Backs Fintech Solutions
Marc Rapport
MSUFCU takes a hands-on approach to fintech, piloting solutions through its in-house lab before scaling and backing them through a wholly owned CUSO.
Members Demand Digital, But They Want Branches, Too
Savana Morie
Affinity Plus FCU has a clear member service mantra: digital for daily, human when it’s hard. Its CEO and CFO share what that looks like in practice.
How A Holding Company Helps Service Credit Union Win At Fintech
Marc Rapport
The New Hampshire cooperative shares how its fintech arm, Service Ventures, evaluates investments, balances risk, and defines success.
AI Adoption Is Growing. Are Credit Unions Keeping Pace?
Andrew Lepczyk
New data from Gallup shows half of all employees who work for companies that pay for AI tools use them. Credit unions are building their own momentum.
A Credit Union Bond Beyond Bloodlines
Aaron Passman
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.
Connection And Caring Matter As Much As Knowledge And Resources
Chris Howard
People who are truly financially thriving have both means and a sense of security that comes from confidence about the future. Building that kind of emotional engagement requires a deliberate design of everyday interactions.
2026 Begins With Market Sentiment Similar To 2025