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 Steady Approach To The Investment Portfolio In A Rising Rate Environment
January 28, 2019
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Having the right strategy in place makes investment decisions fairly independent of interest rate rises and falls.
How Workers Uses Data To Visualize A Better Tomorrow
January 21, 2019
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The Massachusetts credit union is working across the enterprise and with other credit unions to make the most of data visualization software.
Great Hires And Tough Decisions
January 14, 2019
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Five can’t-miss data points this week on CreditUnions.com.
Macro-Economic And Industry Trends (3Q18)
January 9, 2019
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What credit unions need to know about members, lending, asset quality, share balances, and more at third quarter 2018.
Outlook For Global Risk Markets Grim Heading Into 2019
January 4, 2019
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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.
Lending By The Numbers (3Q18)
January 2, 2019
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Total loans at U.S. credit unions increased 9.5% in the third quarter of 2018 and reached an all-time high.
Investments By The Numbers (3Q18)
January 2, 2019
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Cash and investment balances at credit unions fell 5.4% year-over-year, however, investment yields reached the highest third quarter level since September 2010.
State In The Spotlight: Maine
January 1, 2019
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Maine credit unions reported strong loan growth in the third quarter of 2018. Member relationships in the state strengthened as credit unions reported growth in both average share and loan balances.
Credit Union Industry At-A-Glance (3Q18)
January 1, 2019
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Membership growth increased 35 basis points year-over-year to 4.4%, and the average member relationship expanded 3.0% year-over-year. What else happened in the third quarter?
Three Quarters In, What’s The End Game?
January 1, 2019
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Lost momentum is hard to get back, and the loss of forward momentum in the U.S. economy has become entrenched.
A Steady Approach To The Investment Portfolio In A Rising Rate Environment
Having the right strategy in place makes investment decisions fairly independent of interest rate rises and falls.
How Workers Uses Data To Visualize A Better Tomorrow
The Massachusetts credit union is working across the enterprise and with other credit unions to make the most of data visualization software.
Great Hires And Tough Decisions
Five can't-miss data points this week on CreditUnions.com.
Macro-Economic And Industry Trends (3Q18)
What credit unions need to know about members, lending, asset quality, share balances, and more at third quarter 2018.
Lending By The Numbers (3Q18)
Total loans at U.S. credit unions increased 9.5% in the third quarter of 2018 and reached an all-time high.
Investments By The Numbers (3Q18)
Cash and investment balances at credit unions fell 5.4% year-over-year, however, investment yields reached the highest third quarter level since September 2010.
State In The Spotlight: Maine
Maine credit unions reported strong loan growth in the third quarter of 2018. Member relationships in the state strengthened as credit unions reported growth in ...
Credit Union Industry At-A-Glance (3Q18)
Membership growth increased 35 basis points year-over-year to 4.4%, and the average member relationship expanded 3.0% year-over-year. What else happened in the third quarter?
Three Quarters In, What’s The End Game?
Lost momentum is hard to get back, and the loss of forward momentum in the U.S. economy has become entrenched.
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.
Outlook For Global Risk Markets Grim Heading Into 2019