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.
Work Hard, Play Hard
April 5, 2016
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10 credit union leaders in revenue per employee.
Leading From The Back Office
April 5, 2016
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Redstone Federal Credit Union is reshaping the institution and adding direct revenue to the bottom line by adding core capabilities and hiring desirable developer talent.
4 Tips To Stop Selling Products And Start Selling Experience
April 5, 2016
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In 2004, Redwood Credit Union took the leap from making auto loans to managing its own auto dealership. Now it has advice for others on how to do it, too.
The Considerate Cross-Sell And Other Tips
April 5, 2016
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How NorthCountry FCU maximizes its investment in employees, members, and community.
Leaders In 12-Month First Mortgage Origination Growth
April 4, 2016
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Which credit unions lead the industry in mortgage production growth? Find out in this Callahan & Associates leader table.
Stocks And Bonds And Perhaps Some Certainty Ahead
March 31, 2016
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Securities end quarter strong, while next quarter could determine rates for years to come.
Leaders In Average Member Relationship Growth
March 30, 2016
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Average member relationships increased 4.5% at credit unions nationwide and hit an all-time high, but what credit unions posted the highest dollar change?
Credit Union March Madness
March 29, 2016
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The NCAA tournament is down to the Final Four, and regional credit union performance data from Callahan & Associates has predicted the winner.
The Dynamics Of The Loan-To-Share Ratio
March 28, 2016
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Which states posted the highest change in loans to shares? What about in negative share growth? Find out in these Callahan leader tables.
Leaders In Other Operating Income Per Assets
March 25, 2016
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Which financial cooperatives are maximizing non-interest income without raising service fees for members? Find out in this Callahan leader table.
Leading From The Back Office
Redstone Federal Credit Union is reshaping the institution and adding direct revenue to the bottom line by adding core capabilities and hiring desirable developer talent.
4 Tips To Stop Selling Products And Start Selling Experience
In 2004, Redwood Credit Union took the leap from making auto loans to managing its own auto dealership. Now it has advice for others on ...
The Considerate Cross-Sell And Other Tips
How NorthCountry FCU maximizes its investment in employees, members, and community.
Leaders In 12-Month First Mortgage Origination Growth
Which credit unions lead the industry in mortgage production growth? Find out in this Callahan & Associates leader table.
Leaders In Average Member Relationship Growth
Average member relationships increased 4.5% at credit unions nationwide and hit an all-time high, but what credit unions posted the highest dollar change?
Credit Union March Madness
The NCAA tournament is down to the Final Four, and regional credit union performance data from Callahan & Associates has predicted the winner.
The Dynamics Of The Loan-To-Share Ratio
Which states posted the highest change in loans to shares? What about in negative share growth? Find out in these Callahan leader tables.
Leaders In Other Operating Income Per Assets
Which financial cooperatives are maximizing non-interest income without raising service fees for members? Find out in this Callahan leader table.
Browse Topics
Cost Pressures Are Changing Member Behavior
Savana Morie
First quarter data shows how rising costs are pushing consumers toward flexibility and reshaping borrowing and saving habits.
WSECU Invests In Innovation To Solve Pain Points
Marc Rapport
A dedicated CUSO holding company allows WSECU to move beyond building and back fintech partners it helps shape and scale.
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.
When Employees Own Culture, Service Follows
Savana Morie
Advancial FCU links internal service standards, employee feedback, and peer recognition to create a more consistent experience for both staff and members.
How MSUFCU Builds And Backs Fintech Solutions
Marc Rapport
MSUFCU takes a hands-on approach to fintech, piloting solutions through its in-house lab before scaling and backing them through a wholly owned CUSO.
Members Demand Digital, But They Want Branches, Too
Savana Morie
Affinity Plus FCU has a clear member service mantra: digital for daily, human when it’s hard. Its CEO and CFO share what that looks like in practice.
How A Holding Company Helps Service Credit Union Win At Fintech
Marc Rapport
The New Hampshire cooperative shares how its fintech arm, Service Ventures, evaluates investments, balances risk, and defines success.
AI Adoption Is Growing. Are Credit Unions Keeping Pace?
Andrew Lepczyk
New data from Gallup shows half of all employees who work for companies that pay for AI tools use them. Credit unions are building their own momentum.
A Credit Union Bond Beyond Bloodlines
Aaron Passman
For Mike and Dave Valentine, the family business just happens to be credit unions. The father-son duo talk leadership styles, cooperative values, and the lessons they’ve learned from each other along the way.
Connection And Caring Matter As Much As Knowledge And Resources
Chris Howard
People who are truly financially thriving have both means and a sense of security that comes from confidence about the future. Building that kind of emotional engagement requires a deliberate design of everyday interactions.
Stocks And Bonds And Perhaps Some Certainty Ahead