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.
How To Boost The Bottom Line While Really Trying
August 28, 2017
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Interest on loans drive the income train, but other revenue streams are steaming along.
2Q 2017 Trendwatch
August 28, 2017
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This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
3 Areas Of Unpredictability
August 24, 2017
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Stocks, bonds, and the debt ceiling. There’s a lot fueling a sense of economic uneasiness.
3 Takeaways From Trendwatch 2Q 2017
August 23, 2017
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Member, first mortgage, and share growth. How did credit unions perform in the second quarter?
2 Credit Unions Surpassing Industry Averages In Dividend Ratios
August 17, 2017
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Star One Credit Union and Dow Chemical Employees Credit Union posted impressive dividend numbers in the second quarter of 2017.
20 Months. 7,000 Transactions. Thousands In Member Savings.
August 14, 2017
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A fledgling title insurance CUSO at California Credit Union saves dollars and makes sense.
Another Phase For Bond Traders
August 3, 2017
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A snapshot of the bond market reveals bullish speculators are back.
Will The Fed Tighten Again This Year? Or Ever?
July 27, 2017
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Yesterday’s FOMC statement has bond traders thinking Fed tightening might be over.
5 Questions To Answer Before Moving On A Merger
July 24, 2017
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Deciding whether, and with whom, to merge can be tricky. Use this list to spark conversations that will lead to a deeper understanding of the benefits, drawbacks, and other implications.
All Ears On Draghi
July 20, 2017
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Speculative bond traders see in Europe the opportunity to put the market back on track.
How To Boost The Bottom Line While Really Trying
Interest on loans drive the income train, but other revenue streams are steaming along.
2Q 2017 Trendwatch
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
3 Takeaways From Trendwatch 2Q 2017
Member, first mortgage, and share growth. How did credit unions perform in the second quarter?
2 Credit Unions Surpassing Industry Averages In Dividend Ratios
Star One Credit Union and Dow Chemical Employees Credit Union posted impressive dividend numbers in the second quarter of 2017.
20 Months. 7,000 Transactions. Thousands In Member Savings.
A fledgling title insurance CUSO at California Credit Union saves dollars and makes sense.
Another Phase For Bond Traders
A snapshot of the bond market reveals bullish speculators are back.
Will The Fed Tighten Again This Year? Or Ever?
Yesterday's FOMC statement has bond traders thinking Fed tightening might be over.
5 Questions To Answer Before Moving On A Merger
Deciding whether, and with whom, to merge can be tricky. Use this list to spark conversations that will lead to a deeper understanding of the ...
All Ears On Draghi
Speculative bond traders see in Europe the opportunity to put the market back on track.
Browse Topics
MSUFCU Turns A Break In Payments Into A Member Experience Moment
Aaron Passman
The Michigan cooperative keeps everyday payments working and members happy by using a common friction point to build brand loyalty.
Insights From The Outside: Don Rositano
Marc Rapport
How a former Sam’s Club finance leader adapted his member-first mindset to a not-for-profit credit union.
What’s In A Name: Vice President Of History And Culture
Aaron Passman
How a unique role instills SchoolsFirst FCU’s future leaders with an appreciation for its past.
Growth Is A Mindset, But Success Is In The Contract
Callahan & Associates
Arriba Advisors co-founder Tom Russell explores how credit unions can bridge the gap between a growth mindset and their technical reality.
Fraud Is Faster, Smarter, And Harder To Stop. Here’s How To.
Callahan & Associates
RKL offers insight, expertise, and experience to help fight off growing threats.
The Numbers Are Good. The Moment Is Hard.
William Hunt
Members are anxious about their financial futures, even as credit unions remain financially strong. Institutions that respond to this moment can make 2026 a turning point.
Wages Are Growing. Wallets Are Not.
Sherry Virden
Global events are flowing directly into household budgets, reshaping how credit union members save, borrow, and cope. Such trends don’t always show up in headline data.
Credit Unions Are Having A Margin Moment
Tony Waltrich
Credit unions are benefiting from a rare margin advantage as loans reprice slower than deposits. The question now is how institutions will use that strength to better serve members.
Where Have All The Members Gone?
Omar Shalabi
Membership growth is slowing, but financial activity is not. What does the modern financial relationship look like?
5 Takeaways From First Quarter Credit Union Performance Data
William Hunt
Inflation, war, and uncertain futures have reshaped members’ needs in 2026. What does credit union performance data from the first quarter of 2026 say about household budgets, inflation pressures, and more?
3 Areas Of Unpredictability