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.
Trendwatch 1Q26
May 12, 2026
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Join Callahan & Associates for a live, data driven look at 1Q26 credit union industry performance.
5 Takeaways From First Quarter Credit Union Performance Data
May 12, 2026
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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?
New Highs For Equity Markets Despite Iran And Oil Prices
May 11, 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.
A Credit Union Journey Into Cryptocurrency And Stablecoins
May 11, 2026
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St. Cloud Financial is betting on digital assets to protect member relationships and future relevance. It’s picked up lessons for other leaders along the way.
Don’t Wait For Data. FirstLook Analysis Is Available Today.
May 8, 2026
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Callahan & Associates provides an early look at quarterly performance results. Sneak a peek at the latest trends here.
Operating In A Different Financial World
May 4, 2026
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This discussion examines how rising vehicle costs, tighter household budgets, and longer ownership cycles are changing borrower needs after an auto loan closes. It explores why ongoing maintenance has become a critical but often overlooked part of vehicle ownership, and how maintenance-focused benefits can help credit unions support members, manage long-term costs, and build stronger
6 Takes On Today’s Member Experience: Andre Vygnansk
May 4, 2026
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The CXO of OUR Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Inna Sprague
May 4, 2026
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The CXO of Teachers FCU talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Kim Riley
May 4, 2026
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The CXO of Wright-Patt Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Ami Iceman Haueter
May 4, 2026
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The CXO of MSUFCU talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
Trendwatch 1Q26
Join Callahan & Associates for a live, data driven look at 1Q26 credit union industry performance.
5 Takeaways From First Quarter Credit Union Performance Data
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 ...
A Credit Union Journey Into Cryptocurrency And Stablecoins
St. Cloud Financial is betting on digital assets to protect member relationships and future relevance. It’s picked up lessons for other leaders along the way.
Don’t Wait For Data. FirstLook Analysis Is Available Today.
Callahan & Associates provides an early look at quarterly performance results. Sneak a peek at the latest trends here.
Operating In A Different Financial World
This discussion examines how rising vehicle costs, tighter household budgets, and longer ownership cycles are changing borrower needs after an auto loan closes. It explores ...
6 Takes On Today’s Member Experience: Andre Vygnansk
The CXO of OUR Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Inna Sprague
The CXO of Teachers FCU talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Kim Riley
The CXO of Wright-Patt Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Ami Iceman Haueter
The CXO of MSUFCU talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
Browse Topics
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?
New Highs For Equity Markets Despite Iran And Oil Prices
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
New Graduates Face A Cautious Job-Hiring Landscape
Tony Waltrich
Today’s job market is shaped by skills based expectations, with employers slowing entry level hiring and placing greater emphasis on applied experience.
A Credit Union Journey Into Cryptocurrency And Stablecoins
Savana Morie
St. Cloud Financial is betting on digital assets to protect member relationships and future relevance. It’s picked up lessons for other leaders along the way.
Balancing Growth And Risk In Uncertain Lending Environments
Callahan & Associates
Traditional risk tools alone aren’t enough. Portfolio protection must evolve to meet members within the lending experience itself.
The Line Between Growth And Impact Was Blurry. Wright-Patt Decided To Redraw It.
Savana Morie
The Ohio cooperative is refining the role of its foundation to clarify what belongs within the credit union and what belongs under its charitable arm, strengthening focus and long term strategy for both.
Smarter Scheduling Delivers Faster Service And Lower Costs For 4Front Credit Union
Callahan & Associates
The credit union migrated its on-premises contact center and implemented workforce management software to maximize efficiency, minimize costs, and provide a better member experience.
The 84-Month Trap: How Negative Equity Is Quietly Undermining Your Auto Portfolio
Callahan & Associates
A new approach to vehicle affordability for credit unions.
2 Tactics To Increase Young Member Engagement
Aaron Passman
Youth banking programs, in-school branches, and a warm handoff to adulthood builds habits and relationships that last well beyond graduation.
Don’t Wait For Data. FirstLook Analysis Is Available Today.
Callahan & Associates
Callahan & Associates provides an early look at quarterly performance results. Sneak a peek at the latest trends here.
New Highs For Equity Markets Despite Iran And Oil Prices