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.
Forward Guidance Less Clear After October Rate Cut
November 18, 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.
CreditUnions.com Top Picks For 2025
November 17, 2025
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The editorial team at Callahan & Associates weighs in on stories that defined 2025 through actionable strategies, meaningful insights, and perspectives that continue to influence the cooperative movement.
5 Takeaways From Trendwatch 3Q25
November 11, 2025
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Despite economic uncertainty, credit unions and their members are displaying resilience through methodical improvement.
How 2 Marketing Teams Organize For Impact
November 10, 2025
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The organizational structures for the marketing teams at 3Rivers FCU and Leaders Credit Union couldn’t be more different, but they share a common goal.
CECL Common Challenges
November 5, 2025
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Join Empyrean as they break down the most pressing CECL pain points — what frustrates bankers, what auditors scrutinize, and what regulators are asking.
Wright-Patt Turns Purpose Into Property For First-Time Homebuyers
October 27, 2025
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The Ohio credit union’s Sunshine Community Fund is backing new homes in Dayton, combining financial support, education, and cross-team collaboration to empower first-time buyers.
Guidance For Credit Unions Providing Medicare And ACA To Senior Members
October 27, 2025
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Healthcare coverage and education is a natural extension of the service and advocacy credit unions already provide.
Can Credit Union Performance Data Predict A World Series Victory?
October 22, 2025
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When the postseason heats up, Callanan lets credit union balance sheets take a swing at the 2025 fall classic.
Proven Relationships. Trusted Protection.
October 20, 2025
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Credit unions nationwide view State National as a partner committed to protecting institutions, members, and missions.
Credit Union Mergers Are On The Rise
October 20, 2025
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Credit union mergers are poised to grow year-over-year for the first time in four years. The aggregate assets of merged institutions is projected to reach $11.6 billion.
CreditUnions.com Top Picks For 2025
The editorial team at Callahan & Associates weighs in on stories that defined 2025 through actionable strategies, meaningful insights, and perspectives that continue to influence ...
5 Takeaways From Trendwatch 3Q25
Despite economic uncertainty, credit unions and their members are displaying resilience through methodical improvement.
How 2 Marketing Teams Organize For Impact
The organizational structures for the marketing teams at 3Rivers FCU and Leaders Credit Union couldn’t be more different, but they share a common goal.
CECL Common Challenges
Join Empyrean as they break down the most pressing CECL pain points — what frustrates bankers, what auditors scrutinize, and what regulators are asking.
Wright-Patt Turns Purpose Into Property For First-Time Homebuyers
The Ohio credit union’s Sunshine Community Fund is backing new homes in Dayton, combining financial support, education, and cross-team collaboration to empower first-time buyers.
Guidance For Credit Unions Providing Medicare And ACA To Senior Members
Healthcare coverage and education is a natural extension of the service and advocacy credit unions already provide.
Can Credit Union Performance Data Predict A World Series Victory?
When the postseason heats up, Callanan lets credit union balance sheets take a swing at the 2025 fall classic.
Proven Relationships. Trusted Protection.
Credit unions nationwide view State National as a partner committed to protecting institutions, members, and missions.
Credit Union Mergers Are On The Rise
Credit union mergers are poised to grow year-over-year for the first time in four years. The aggregate assets of merged institutions is projected to reach ...
Browse Topics
Innovation Only Goes So Far Without Internal Alignment
Marc Rapport
Coastal Credit Union evaluates fintech through the lens of member value, strategic growth, and organizational readiness to implement new ideas.
Future Bets For Fintech
Rebecca Wessler
Credit unions are making decisions about where to build, invest, and partner as they balance today’s priorities with tomorrow’s opportunities.
Future Bets From Today’s Credit Unions
Marc Rapport
Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.
Competing For Gen Z, SMBs, And The Future Of Money
Callahan & Associates
Credit unions that enable seamless movement between fiat and digital assets position themselves as a trusted on- and off-ramp.
The Financial Readiness Gap: Credit Unions Evaluate It Every Day. But Who Builds It?
Callahan & Associates
The credit unions that win the next generation will be the ones that showed up early, when young members were forming habits and deciding whom to trust.
Defending Your Credit Union Against Fraud Means Fighting Fire With Smarter Fire
Callahan & Associates
The challenge is no longer whether to adopt AI, but how to adopt it responsibly with the right governance, the right partners, and the right balance between technology and human oversight.
Digital Assets Are Coming For Payments. Are Credit Unions Ready?
Andrew Lepczyk
McKinsey projects trillions of dollars in growth across digital assets, with money movement emerging as one of the biggest opportunities.
The Long Game For Fintech At FORUM Credit Union
Marc Rapport
The Indiana cooperative blends internal development with selective partnerships to meet members’ needs today now while positioning for what’s next.
Mission Fed Weighs Fintech Returns Against Real-World Fit
Marc Rapport
The San Diego cooperative leans on its CUSO and the CURQL network to make fintech investments, but member needs still guide which solutions ultimately make it into the credit union’s operations.
AI Boot Camp Is More Than Basic Training At Clearview FCU
Aaron Passman
Hands-on work with artificial intelligence tools is future-proofing staff members, giving them the confidence to adopt new technology and embrace efficiencies.
Forward Guidance Less Clear After October Rate Cut