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.
Investments By The Numbers (1Q18)
July 23, 2018
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Credit union investments shift in a rising rate environment.
The Industry At-A-Glance, A New Branch Concept, What’s In A Name
July 16, 2018
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Five can’t-miss data points this week on CreditUnions.com.
Macro-Economic And Industry Trends (1Q18)
July 12, 2018
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What credit unions need to know about members, lending, asset quality, share balances, and more at first quarter 2018.
Mobile And Digital Strategies
July 9, 2018
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Five can’t-miss data points this week on CreditUnions.com.
Earnings By The Numbers (1Q18)
July 9, 2018
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Insight into the drivers of 1Q18’s revenue growth.
State In The Spotlight: Vermont
July 9, 2018
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Despite numbering only 19, credit unions in Vermont turned out an impressive performance.
Budgeting For Your Credit Card Program
July 2, 2018
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With so many variables in play it can be very difficult to forecast and budget for your credit card program. This session will provide up-to-date information on market performance expectations for the coming year as well as suggested planning structures and expectations for any credit union that takes its card program seriously.
Use Member Data to Perfect Your Credit Card Program
July 2, 2018
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Everyone knows that credit unions have advantages envied by many large banks. Many of these advantages have to do with member stability, information and affinity. This session will offer insights into how a credit union can use best-in-class information, both external and internal, to make the most of its credit card program.
Measuring and Managing Your Credit Card Program Profitability
July 2, 2018
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To keep your card program healthy, an understanding of current profitability levels and long-term pressures is critical. This session provides the tools, models, and techniques valuable to all credit unions that either currently issue credit cards or are considering doing so.
Analytical Minds, Financial Independence, And Ghosting
July 2, 2018
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Five can’t-miss data points this week on CreditUnions.com.
Investments By The Numbers (1Q18)
Credit union investments shift in a rising rate environment.
The Industry At-A-Glance, A New Branch Concept, What’s In A Name
Five can’t-miss data points this week on CreditUnions.com.
Macro-Economic And Industry Trends (1Q18)
What credit unions need to know about members, lending, asset quality, share balances, and more at first quarter 2018.
Mobile And Digital Strategies
Five can’t-miss data points this week on CreditUnions.com.
State In The Spotlight: Vermont
Despite numbering only 19, credit unions in Vermont turned out an impressive performance.
Budgeting For Your Credit Card Program
With so many variables in play it can be very difficult to forecast and budget for your credit card program. This session will provide up-to-date ...
Use Member Data to Perfect Your Credit Card Program
Everyone knows that credit unions have advantages envied by many large banks. Many of these advantages have to do with member stability, information and affinity. ...
Measuring and Managing Your Credit Card Program Profitability
To keep your card program healthy, an understanding of current profitability levels and long-term pressures is critical. This session provides the tools, models, and techniques ...
Analytical Minds, Financial Independence, And Ghosting
Five can’t-miss data points this week on CreditUnions.com.
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.