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.
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.
Service Credit Union Launches CUSO For Fintech Investments
July 7, 2025
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The New Hampshire cooperative recently launched Service Ventures, an independent investment arm that aims to work with startups that share a commitment to operational efficiency and member experience.
Best Of 2025 (So Far): Supporting Member Financial Wellbeing
June 30, 2025
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From access to education and beyond, credit unions are putting members first in a way that’s not just about banking – it’s about financial empowerment.
The Power of the Consumer in Today’s Environment
June 25, 2025
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Come learn from Ari Schlusselberg and Rich Kao, two experts in banking and credit, as they explore how credit unions can add yield without taking on too much risk.
3 Ways The Balance Sheet Is Adjusting To New Borrowing Habits
June 23, 2025
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Consumers are adjusting their financing habits to the new economy, and as economic realities shift, members are rethinking how — and where — they access credit.
Macroeconomics: First Quarter Trends Or Headwinds?
June 23, 2025
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Six data points showcase key dynamics shaping the U.S. economy that could direct credit union decision-making in the year to come.
Credit Union Asset Quality In 1Q 2025
June 23, 2025
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Delinquency and charge-offs have largely plateaued from last year. Encouragingly, many products improved compared to the previous quarter.
Credit Union Savers Favor Flexibility Over Returns
June 23, 2025
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Members are changing the way they deposit their money, saving more and opting for lower-yielding, more liquid account types.
Quarterly Market Snapshot And Two-Year Financial Statement (2Q 2025)
June 18, 2025
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Long-rumored economic headwinds came to fruition in the second quarter of 2025. The job market stalled and tariff-driven inflation creeped up, creating a double whammy for Americans and credit union members. Now as much as ever, credit unions must strive to make a difference in the lives of everyday Americans. Understanding the credit union landscape
Quarterly Market Snapshot And Two-Year Financial Statement (1Q 2025)
June 18, 2025
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Quarterly performance reports from Callahan & Associates highlight important metrics from across the credit union industry. Comparing top-level performance and digging into the financial statement has never been easier.
Service Credit Union Launches CUSO For Fintech Investments
The New Hampshire cooperative recently launched Service Ventures, an independent investment arm that aims to work with startups that share a commitment to operational efficiency ...
Best Of 2025 (So Far): Supporting Member Financial Wellbeing
From access to education and beyond, credit unions are putting members first in a way that’s not just about banking – it’s about financial empowerment. ...
The Power of the Consumer in Today’s Environment
Come learn from Ari Schlusselberg and Rich Kao, two experts in banking and credit, as they explore how credit unions can add yield without taking on ...
3 Ways The Balance Sheet Is Adjusting To New Borrowing Habits
Consumers are adjusting their financing habits to the new economy, and as economic realities shift, members are rethinking how — and where — they access ...
Macroeconomics: First Quarter Trends Or Headwinds?
Six data points showcase key dynamics shaping the U.S. economy that could direct credit union decision-making in the year to come.
Credit Union Asset Quality In 1Q 2025
Delinquency and charge-offs have largely plateaued from last year. Encouragingly, many products improved compared to the previous quarter.
Credit Union Savers Favor Flexibility Over Returns
Members are changing the way they deposit their money, saving more and opting for lower-yielding, more liquid account types.
Quarterly Market Snapshot And Two-Year Financial Statement (2Q 2025)
Long-rumored economic headwinds came to fruition in the second quarter of 2025. The job market stalled and tariff-driven inflation creeped up, creating a double whammy ...
Quarterly Market Snapshot And Two-Year Financial Statement (1Q 2025)
Quarterly performance reports from Callahan & Associates highlight important metrics from across the credit union industry. Comparing top-level performance and digging into the financial statement ...
Browse Topics
The Merchant Services Advantage For Credit Unions
Callahan & Associates
Payment capabilities increasingly shape how business owners evaluate their primary financial institution
Coffee And A Smile? Not Good Enough.
Aaron Passman
Coffee and a smile still matter — they’re just not enough. That’s why credit unions are redefining member experience across digital, data, and the entire organization.
6 Takes On Today’s Member Experience: Andre Vygnansk
Marc Rapport
The CXO of OUR Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
Don’t Wait For Data. FirstLook Analysis Is Available Today.
Callahan & Associates
Callahan & Associates provides an early look at quarterly performance results. Sneak a peek at the latest trends here.
6 Takes On Today’s Member Experience: Stacy Armijo
Marc Rapport
The CXO of Amplify Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Inna Sprague
Marc Rapport
The CXO of Teachers FCU talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
Closing The “Confidence Gap:” Using Segmentation To Deepen Member Loyalty
Callahan & Associates
Credit unions can’t deepen loyalty with a one-size-fits-all experience. Life-stage segmentation helps institutions build relevance, confidence, and trust.
6 Takes On Today’s Member Experience: Kim Riley
Marc Rapport
The CXO of Wright-Patt Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
When Everyone Owns The Member Experience, No One Does
Marc Rapport
Shared ownership can quietly fracture a member journey. FORUM Credit Union leans on clear accountability to keep channels aligned.
6 Takes On Today’s Member Experience
Marc Rapport
Member experience leaders talk about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
Build Resilience, Not Road Maps: 5 Strategic Planning Priorities For 2026 And Beyond