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.
Growth Is A Mindset, But Success Is In The Contract
May 18, 2026
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Arriba Advisors co-founder Tom Russell explores how credit unions can bridge the gap between a growth mindset and their technical reality.
The Numbers Are Good. The Moment Is Hard.
May 18, 2026
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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.
May 18, 2026
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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
May 18, 2026
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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?
May 18, 2026
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Membership growth is slowing, but financial activity is not. What does the modern financial relationship look like?
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.
Growth Is A Mindset, But Success Is In The Contract
Arriba Advisors co-founder Tom Russell explores how credit unions can bridge the gap between a growth mindset and their technical reality.
The Numbers Are Good. The Moment Is Hard.
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 ...
Wages Are Growing. Wallets Are Not.
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 ...
Credit Unions Are Having A Margin Moment
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 ...
Where Have All The Members Gone?
Membership growth is slowing, but financial activity is not. What does the modern financial relationship look like?
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.
Browse Topics
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?
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.
New Highs For Equity Markets Despite Iran And Oil Prices