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.
Innovations Financial Bets Big On Small Business Lending
March 30, 2026
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CDFI grant funding helps the Florida cooperative offer microloans for small businesses after many banks pulled out of its market.
How Today’s Market Is Stress-Testing Credit Union And Bank Earnings Models
March 30, 2026
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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
March 23, 2026
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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
March 23, 2026
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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.
Industry Intelligence For Credit Union Leaders
March 20, 2026
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Looking for quarterly data coverage, expert analysis, lessons from leading credit unions, and more? Callahan has it covered. Comparing top-level performance and digging into the details has never been easier.
Beyond the Annual Budget: Building a Performance Planning Rhythm in Credit Unions
March 18, 2026
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Join Empyrean as they reframe planning as a performance system for credit unions
How Inflation Changed Credit Union Member Behavior
March 16, 2026
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Inflation has cooled, but its aftereffects still shape how credit union members spend, save, borrow, and relate to their credit union.
What’s In A Name: Chief Strategic Enablement Officer
March 16, 2026
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Risk gets a rebrand — and a bigger mandate — at MSUFCU, where a Strategic Enablement department helps initiatives move forward while keeping the organization safe and sound.
Financial Market Jitters Escalate
March 6, 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.
Takeaways From Day 2 Of GAC
March 3, 2026
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From macroeconomics to multiculturalism, the future of AI, and more, the second day of this year’s convention was packed with insights.
Innovations Financial Bets Big On Small Business Lending
CDFI grant funding helps the Florida cooperative offer microloans for small businesses after many banks pulled out of its market.
How Today’s Market Is Stress-Testing Credit Union And Bank Earnings Models
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
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 ...
Exit Interview: Deb Vollmer
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.
Industry Intelligence For Credit Union Leaders
Looking for quarterly data coverage, expert analysis, lessons from leading credit unions, and more? Callahan has it covered. Comparing top-level performance and digging into the ...
Beyond the Annual Budget: Building a Performance Planning Rhythm in Credit Unions
Join Empyrean as they reframe planning as a performance system for credit unions
How Inflation Changed Credit Union Member Behavior
Inflation has cooled, but its aftereffects still shape how credit union members spend, save, borrow, and relate to their credit union.
What’s In A Name: Chief Strategic Enablement Officer
Risk gets a rebrand — and a bigger mandate — at MSUFCU, where a Strategic Enablement department helps initiatives move forward while keeping the organization ...
Takeaways From Day 2 Of GAC
From macroeconomics to multiculturalism, the future of AI, and more, the second day of this year’s convention was packed with insights.
Browse Topics
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.
Industry Intelligence For Credit Union Leaders
Callahan & Associates
Looking for quarterly data coverage, expert analysis, lessons from leading credit unions, and more? Callahan has it covered. Comparing top-level performance and digging into the details has never been easier.
Financial Market Jitters Escalate