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 2Q25
August 12, 2025
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Join Callahan & Associates for a look at 2Q25 credit union performance trends
Scale Your Commercial Lending Portfolio
August 11, 2025
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Flexible, technology-driven solutions help credit unions scale their commercial lending portfolios and address staffing, efficiency, and regulatory challenges.
Multiple Economic Reports Bring A Climactic End To July
August 8, 2025
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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.
5 Takeaways From Trendwatch 2Q 2025
August 6, 2025
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The U.S. economy is throwing up mixed signals, but America’s credit unions are delivering value and, in turn, enjoying deeper relationships, higher originations, and a stronger bottom line.
How AI Is Transforming Consumer Lending At Marine Credit Union
August 4, 2025
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The Wisconsin cooperative has implemented auto-decisioning for consumer lending and gives the technology high marks for its impact on member satisfaction, employee engagement, and the balance sheet.
5 Graphs That Explain Credit Union Loan Growth In 2025
August 4, 2025
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A changing economic climate is reshaping consumer borrowing patterns, presenting new challenges and opportunities for credit union lenders.
The New Retirement Reality Reveals Startling Facts
July 28, 2025
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A 2025 BlackRock survey presents a snapshot of retirement readiness and shows Americans are saving, struggling, and still working.
Growing Your Loan Portfolio in an Uncertain Rate Environment
July 23, 2025
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Join us for an insightful webinar designed specifically for credit union leaders. Uncertainty around loan rates continues to create a dynamic lending environment but the competition for loan opportunities is beginning to heat up. The majority of consumers would prefer to take out a loan with their primary credit union, but the importance of low
A Strong Month For Credit-Risky Assets. Higher Levels Of Anxiety In Manufacturing.
July 21, 2025
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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.
Build Resilience, Not Road Maps: 5 Strategic Planning Priorities For 2026 And Beyond
July 14, 2025
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From employee engagement to community impact and beyond, these are the initiatives credit unions must focus on to stay aligned and prepared for the challenges ahead.
Trendwatch 2Q25
Join Callahan & Associates for a look at 2Q25 credit union performance trends
Scale Your Commercial Lending Portfolio
Flexible, technology-driven solutions help credit unions scale their commercial lending portfolios and address staffing, efficiency, and regulatory challenges.
5 Takeaways From Trendwatch 2Q 2025
The U.S. economy is throwing up mixed signals, but America's credit unions are delivering value and, in turn, enjoying deeper relationships, higher originations, and a ...
How AI Is Transforming Consumer Lending At Marine Credit Union
The Wisconsin cooperative has implemented auto-decisioning for consumer lending and gives the technology high marks for its impact on member satisfaction, employee engagement, and the ...
5 Graphs That Explain Credit Union Loan Growth In 2025
A changing economic climate is reshaping consumer borrowing patterns, presenting new challenges and opportunities for credit union lenders.
The New Retirement Reality Reveals Startling Facts
A 2025 BlackRock survey presents a snapshot of retirement readiness and shows Americans are saving, struggling, and still working.
Growing Your Loan Portfolio in an Uncertain Rate Environment
Join us for an insightful webinar designed specifically for credit union leaders. Uncertainty around loan rates continues to create a dynamic lending environment but the ...
A Strong Month For Credit-Risky Assets. Higher Levels Of Anxiety In Manufacturing.
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Build Resilience, Not Road Maps: 5 Strategic Planning Priorities For 2026 And Beyond
From employee engagement to community impact and beyond, these are the initiatives credit unions must focus on to stay aligned and prepared for the challenges ...
Browse Topics
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.
10 Credit Unions That Top The Charts In Member Value
William Hunt
Callahan & Associates spotlights credit unions that return more value to members.
Engagement Is Not A Perk. It Is A Strategy.
A. Jerome Fowlkes
Langley FCU asked what it would take to be a truly exceptional workplace, and it shares four ways to get there.
The Opportunity For Credit Unions In NCUA’s New Succession Planning Rule
Jennie Boden
Make your succession plan strategic and give it ‘teeth’ to reap the benefits of stronger governance and more effective C-suite leadership.
How A Child Savings Account Program Is Shaping Futures In Harbor Beach
Savana Morie
A public-private partnership in Michigan aims to influence opportunities after high school via a child savings account that provides yearly deposits and every reason to imagine what comes after graduation.
Multiple Economic Reports Bring A Climactic End To July