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.
Credit Union Performance Benchmarking Trends
October 2, 2025
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Come watch Callahan’s industry analytic experts explore how aspirational peer groups are being used in practice — and how you can apply the same methodology to meet your organization’s needs.
Government Shutdown? Credit Unions Know The Drill.
October 1, 2025
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With three full government shutdowns and repeated trips to the precipice in the past 25 years, credit unions have had plenty of opportunity to refine how they approach helping members during work stoppages.
Is Revenge Savings A Fad? Or A Financial Shift?
September 29, 2025
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After years of post-pandemic splurges for the well-to-do and inflationary pain for the less well off, more Americans are shifting to a discipline of saving. Here’s what that means for members and how credit unions can turn the trend into opportunity.
Bridging The Gap: How Fractional CFO Services Empower Small To Mid-Sized Credit Unions
September 29, 2025
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Struggling to find full-time CFO talent? Discover how fractional CFO services provide strategic financial leadership tailored to the needs and budgets of small and mid-sized credit unions.
Credit Unions Bring Main Street Voices To Fed Advisory Councils
September 22, 2025
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Credit union leaders bring Main Street realities to the Fed, proving that from housing to tariffs, advocacy starts with mission-driven voices at the table.
What Is The Personal Savings Rate? And Why Should Credit Unions Care?
September 22, 2025
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Americans are saving a historically low amount of money. Armed with that insight, credit unions can strengthen savings habits.
AI Skills, CEO Evaluation, And More Strategic Opportunities For Boards
September 22, 2025
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Strategic succession, board development, and CEO accountability are evolving. Learn how board governance can unlock competitive advantages in today’s shifting landscape.
Calling All CFOs
September 15, 2025
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Unlock insights during Financial Performance Week on CreditUnions.com — data, analysis, and strategies to help credit union leaders interpret trends, manage balance sheets, and drive smarter growth.
Unpacking The Surge In Credit Union Operating Expenses
September 15, 2025
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Credit unions face rising costs from compensation and services — can they balance investment with efficiency to sustain member value?
Member Momentum Is At A Crossroads
September 15, 2025
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Member growth at U.S. credit unions is slowing, and credit unions are working to reignite growth, deepen engagement, and increase competitiveness amid shifting preferences and economic headwinds.
Credit Union Performance Benchmarking Trends
Come watch Callahan’s industry analytic experts explore how aspirational peer groups are being used in practice — and how you can apply the same methodology ...
Government Shutdown? Credit Unions Know The Drill.
With three full government shutdowns and repeated trips to the precipice in the past 25 years, credit unions have had plenty of opportunity to refine ...
Is Revenge Savings A Fad? Or A Financial Shift?
After years of post-pandemic splurges for the well-to-do and inflationary pain for the less well off, more Americans are shifting to a discipline of saving. ...
Bridging The Gap: How Fractional CFO Services Empower Small To Mid-Sized Credit Unions
Struggling to find full-time CFO talent? Discover how fractional CFO services provide strategic financial leadership tailored to the needs and budgets of small and mid-sized ...
Credit Unions Bring Main Street Voices To Fed Advisory Councils
Credit union leaders bring Main Street realities to the Fed, proving that from housing to tariffs, advocacy starts with mission-driven voices at the table.
What Is The Personal Savings Rate? And Why Should Credit Unions Care?
Americans are saving a historically low amount of money. Armed with that insight, credit unions can strengthen savings habits.
AI Skills, CEO Evaluation, And More Strategic Opportunities For Boards
Strategic succession, board development, and CEO accountability are evolving. Learn how board governance can unlock competitive advantages in today’s shifting landscape.
Calling All CFOs
Unlock insights during Financial Performance Week on CreditUnions.com — data, analysis, and strategies to help credit union leaders interpret trends, manage balance sheets, and drive ...
Unpacking The Surge In Credit Union Operating Expenses
Credit unions face rising costs from compensation and services — can they balance investment with efficiency to sustain member value?
Member Momentum Is At A Crossroads
Member growth at U.S. credit unions is slowing, and credit unions are working to reignite growth, deepen engagement, and increase competitiveness amid shifting preferences and ...
Browse Topics
MSUFCU Turns A Break In Payments Into A Member Experience Moment
Aaron Passman
The Michigan cooperative keeps everyday payments working and members happy by using a common friction point to build brand loyalty.
Insights From The Outside: Don Rositano
Marc Rapport
How a former Sam’s Club finance leader adapted his member-first mindset to a not-for-profit credit union.
What’s In A Name: Vice President Of History And Culture
Aaron Passman
How a unique role instills SchoolsFirst FCU’s future leaders with an appreciation for its past.
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?