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.
Patronage Dividends: A Callahan Survey
September 21, 2015
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A 2015 Callahan & Associates survey of 466 credit union CEOs and CFOs reveals attitudes and activity surrounding patronage dividends.
Investment Trends Update From TRUST
September 21, 2015
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Lower cash balances drive longer average life as derivatives usage slowly grows.
How Credit Unions Pay Out The Patronage
September 21, 2015
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A 2015 Callahan & Associates survey finds capital is a key reason to pay out to members. Yet despite the fact everyone likes to get money back, financial cooperatives don’t appear concerned about reaping the positive publicity.
A Tradition Of Thanks Three Decades In The Making
September 21, 2015
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CoVantage Credit Union’s $1.7 million patronage payout in 2014 marked the 33rd consecutive year the Wisconsin credit union has returned extra value to its loyal member-owners.
Paying Dividends
September 21, 2015
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Paying a patronage dividend helps engender loyalty among a credit union’s membership and strengthens its brand in the community.
A Rate Decision Is Finally Here
September 17, 2015
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How the markets will react to today’s FOMC statement is anyone’s guess. The markets stopped making sense a long time ago.
Anatomy Of A Leadership Culture
September 14, 2015
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In February, Callahan & Associates visited Iowa-based Veridian Credit Union ($20.B, Waterloo, IA) for a two-day investigation into how the credit union creates a culture where everyone is a leader and everyone is an owner. Learn more in this quarter’s Anatomy Of A Leadership Culture.
How Internet PIN Debit Can Reduce Exposure
September 14, 2015
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In a day and age when cyber security is of utmost concern, how can expanding your payment acceptance capabilities protect both you and your borrowers?
A Jolt To Stocks And Bonds
September 10, 2015
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Where the markets end price-wise today is anyone’s guess. But we can be certain that the markets will end the day just as uncertainly as they are beginning.
There’s A Smell Of Inflation In The Air
September 3, 2015
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The bond market’s problem isn’t just selling by China.
Patronage Dividends: A Callahan Survey
A 2015 Callahan & Associates survey of 466 credit union CEOs and CFOs reveals attitudes and activity surrounding patronage dividends.
Investment Trends Update From TRUST
Lower cash balances drive longer average life as derivatives usage slowly grows.
How Credit Unions Pay Out The Patronage
A 2015 Callahan & Associates survey finds capital is a key reason to pay out to members. Yet despite the fact everyone likes to get ...
A Tradition Of Thanks Three Decades In The Making
CoVantage Credit Union’s $1.7 million patronage payout in 2014 marked the 33rd consecutive year the Wisconsin credit union has returned extra value to its loyal ...
Paying Dividends
Paying a patronage dividend helps engender loyalty among a credit union's membership and strengthens its brand in the community.
Anatomy Of A Leadership Culture
In February, Callahan & Associates visited Iowa-based Veridian Credit Union ($20.B, Waterloo, IA) for a two-day investigation into how the credit union creates a culture ...
How Internet PIN Debit Can Reduce Exposure
In a day and age when cyber security is of utmost concern, how can expanding your payment acceptance capabilities protect both you and your borrowers?
A Jolt To Stocks And Bonds
Where the markets end price-wise today is anyone’s guess. But we can be certain that the markets will end the day just as uncertainly as ...
There’s A Smell Of Inflation In The Air
The bond market’s problem isn’t just selling by China.
Browse Topics
5 Takeaways From 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?
New Highs For Equity Markets Despite Iran And Oil Prices
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
A Credit Union Journey Into Cryptocurrency And Stablecoins
Savana Morie
St. Cloud Financial is betting on digital assets to protect member relationships and future relevance. It’s picked up lessons for other leaders along the way.
Balancing Growth And Risk In Uncertain Lending Environments
Callahan & Associates
Traditional risk tools alone aren’t enough. Portfolio protection must evolve to meet members within the lending experience itself.
The Line Between Growth And Impact Was Blurry. Wright-Patt Decided To Redraw It.
Savana Morie
The Ohio cooperative is refining the role of its foundation to clarify what belongs within the credit union and what belongs under its charitable arm, strengthening focus and long term strategy for both.
Smarter Scheduling Delivers Faster Service And Lower Costs For 4Front Credit Union
Callahan & Associates
The credit union migrated its on-premises contact center and implemented workforce management software to maximize efficiency, minimize costs, and provide a better member experience.
The 84-Month Trap: How Negative Equity Is Quietly Undermining Your Auto Portfolio
Callahan & Associates
A new approach to vehicle affordability for credit unions.
2 Tactics To Increase Young Member Engagement
Aaron Passman
Youth banking programs, in-school branches, and a warm handoff to adulthood builds habits and relationships that last well beyond graduation.
New Graduates Face A Cautious Job-Hiring Landscape
Tony Waltrich
Today’s job market is shaped by skills based expectations, with employers slowing entry level hiring and placing greater emphasis on applied experience.
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.
A Rate Decision Is Finally Here