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.
A Rate Decision Is Finally Here
September 17, 2015
No Comments
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
No Comments
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
No Comments
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
No Comments
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
No Comments
The bond market’s problem isn’t just selling by China.
Reach For The Cutting Edge Without Falling Over
August 28, 2015
No Comments
A Texas credit union looks to vendor management, conversion-related momentum, and a healthy dose of skepticism to build an expansive technology base without breaking the bank.
4 Facts About The Income Statement At Midyear 2015
August 28, 2015
No Comments
Credit unions reported 7.1% year-over-year growth in income, and that’s just the beginning.
4 Facts About Shares In Second Quarter 2015
August 28, 2015
No Comments
Share growth at credit unions has reached a significant milestone.
Stocks, Bonds, And China
August 27, 2015
No Comments
Although Donald Trump might tell you China is trying to destroy America, the simple fact is the Chinese need to raise money to fund support efforts at home.
Credit Union Branches Are On The Rise
August 26, 2015
No Comments
The number of credit union branches has risen since midyear 2014, but deposit market share is holding steady.
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.
Reach For The Cutting Edge Without Falling Over
A Texas credit union looks to vendor management, conversion-related momentum, and a healthy dose of skepticism to build an expansive technology base without breaking the ...
4 Facts About The Income Statement At Midyear 2015
Credit unions reported 7.1% year-over-year growth in income, and that’s just the beginning.
4 Facts About Shares In Second Quarter 2015
Share growth at credit unions has reached a significant milestone.
Stocks, Bonds, And China
Although Donald Trump might tell you China is trying to destroy America, the simple fact is the Chinese need to raise money to fund support ...
Credit Union Branches Are On The Rise
The number of credit union branches has risen since midyear 2014, but deposit market share is holding steady.
Browse Topics
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?
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.
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.
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.
A Rate Decision Is Finally Here