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 2 Credit Unions Became Leaders In 12-Month Loan Growth
March 15, 2017
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A California credit union buys loans to ease excess liquidity while a Colorado crew sells first mortgages to firefighters.
Lessons From A 12-Month Turnaround
March 13, 2017
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A new approach to the credit union basics of people and finance helped this West Virginia cooperative turn six-figure losses into seven-figure gains.
Big Promises. High Expectations.
March 9, 2017
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Last week’s Dow rally fades into memory as the market looks for additional positive reinforcement.
A Look At Credit Union Lending In 2016
March 6, 2017
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The strong lending growth posted by U.S. credit unions in fourth quarter 2016 is an apt wrap-up for a successful year.
A Big Reward For Good Behavior
March 2, 2017
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The stock market reacted to Trump’s speech on Tuesday with a triple-digit jump on Wednesday.
A Strategy For ALM Years In The Making
March 1, 2017
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One Maryland credit union arms decision-makers with comprehensive data and encourages leaders to think beyond the face value of third-party reports.
Fourth Quarter Data Uncovers Organic Growth In Montana
February 28, 2017
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After Bitterroot Community FCU in Montana opened a new branch, it posted a 21.2% increase in new members.
A Review Of Fourth Quarter Investment Trends
February 28, 2017
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Lending activity remained strong and investment balances declined.
Juntos Avanzamos, Hitting $1B, And Loan Participations
February 27, 2017
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Four can’t-miss data points featured this week on CreditUnions.com.
4Q 2016 Trendwatch
February 24, 2017
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This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
How 2 Credit Unions Became Leaders In 12-Month Loan Growth
A California credit union buys loans to ease excess liquidity while a Colorado crew sells first mortgages to firefighters.
Lessons From A 12-Month Turnaround
A new approach to the credit union basics of people and finance helped this West Virginia cooperative turn six-figure losses into seven-figure gains.
A Look At Credit Union Lending In 2016
The strong lending growth posted by U.S. credit unions in fourth quarter 2016 is an apt wrap-up for a successful year.
A Big Reward For Good Behavior
The stock market reacted to Trump’s speech on Tuesday with a triple-digit jump on Wednesday.
A Strategy For ALM Years In The Making
One Maryland credit union arms decision-makers with comprehensive data and encourages leaders to think beyond the face value of third-party reports.
Fourth Quarter Data Uncovers Organic Growth In Montana
After Bitterroot Community FCU in Montana opened a new branch, it posted a 21.2% increase in new members.
A Review Of Fourth Quarter Investment Trends
Lending activity remained strong and investment balances declined.
Juntos Avanzamos, Hitting $1B, And Loan Participations
Four can't-miss data points featured this week on CreditUnions.com.
4Q 2016 Trendwatch
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
Browse Topics
The Callahan Guide To The 2026 Final Four
Tony Waltrich
What happens when credit union performance data meets March Madness? Callahan’s proprietary model breaks down state-level results to forecast who takes home the hardware.
A Rewards Program That Relies On Relationships, Not Usage
Savana Morie
Nuvision’s Added Advantage program tracks member engagement across the credit union, then rewards relationships through better pricing and other perks.
Innovations Financial Bets Big On Small Business Lending
Aaron Passman
CDFI grant funding helps the Florida cooperative offer microloans for small businesses after many banks pulled out of its market.
How Marine Credit Union Shifted Its Foundation From Siloed To Symbiotic
Savana Morie
By aligning governance, leadership, and day to day operations, Marine Credit Union transformed its foundation from a parallel operation into a visible extension of the credit union brand.
How Today’s Market Is Stress-Testing Credit Union And Bank Earnings Models
Andrew Lepczyk
Credit union and bank earnings reflect different business objectives. Those differences matter for how financial institutions serve their markets.
The Case For Marketing That Doesn’t Lead With The Credit Union
Savana Morie
Whitefish Credit Union barely mentions itself in its member stories. Instead, its high-quality video storytelling spotlights people, businesses, and communities, building trust, advocacy, and impact that don’t always show up in traditional ROI metrics.
Exit Interview: Deb Vollmer
Aaron Passman
The retired Langley FCU executive looks back on a career shaped by industry change, evolving leadership responsibility, and a constant focus on serving members first.
How Affinity FCU Became A Financial First Responder
Callahan & Associates
The New Jersey-New York metro credit union shares how a wellbeing-led strategy ensures members know where to turn first when life gets difficult.
Running With Scissors: The Bold Side Of Personalization
Callahan & Associates
To become skilled at personalization, credit unions must stop making assumptions about what resonates with members and start leveraging data to be sure.
A Short Guide To Compliance With The New Succession Planning Rule
Jennie Boden
Check all the right boxes while tying your credit union compliance efforts to strategy.
Big Promises. High Expectations.