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.
Break it Down: Effective Scenario Analysis in a Dynamic Interest Rate Environment
March 20, 2025
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This presentation looked at the role of scenario analysis in Asset Liability Management (ALM) for credit unions.
Innovation Series: Digital / Member Growth
March 17, 2025
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Learn from 2025’s top innovators in digital growth
Credit Unions Deliver Impact. Members Are Here For It.
March 17, 2025
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Better rates, lower fees, and steadfast community presence are returning real financial results for the credit union movement.
A Year In Review And What Lies Ahead For Credit Unions In 2025
March 17, 2025
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The cooperative industry has shown much resiliency in today’s shifting economic landscape. That sets a strong precedent for weathering whatever might come.
Credit Unions Are Poised For Resilience Despite Challenges
March 17, 2025
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Credit union revenue surged amid rising interest rates but is now facing headwinds as loan growth slows, expenses climb, and asset quality weakens — making strategic financial management crucial for sustaining future earnings.
Follow The Data
March 17, 2025
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Best practices to encourage employee adoption and overcome change management challenges when implementing new technology across the institution.
Tariff Uncertainty Weakens Business And Consumer Sentiment
March 10, 2025
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Look beyond the headlines to better understand what is driving current market trends and how they could impact your credit union’s investment portfolio.
How to Harness AI to Drive Efficiency and Member Satisfaction
March 7, 2025
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In this webinar, you’ll learn how to use these tools to eliminate inefficiencies and accelerate key processes, while strengthening member relationships.
Chaos, Taxation, And More: Takeaways From Day 1 Of GAC 2025
March 4, 2025
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The first full day of the Governmental Affairs Conference included a frank assessment of threats to the credit union tax status, news about the future of the NCUA, and more.
Meet The Finalists For The 2025 Innovation Series: Analytics
March 4, 2025
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This year’s finalists help credit unions do more with data to grow their business and increase efficiency.
Break it Down: Effective Scenario Analysis in a Dynamic Interest Rate Environment
This presentation looked at the role of scenario analysis in Asset Liability Management (ALM) for credit unions.
Innovation Series: Digital / Member Growth
Learn from 2025's top innovators in digital growth
Credit Unions Deliver Impact. Members Are Here For It.
Better rates, lower fees, and steadfast community presence are returning real financial results for the credit union movement.
Credit Unions Are Poised For Resilience Despite Challenges
Credit union revenue surged amid rising interest rates but is now facing headwinds as loan growth slows, expenses climb, and asset quality weakens — making ...
Follow The Data
Best practices to encourage employee adoption and overcome change management challenges when implementing new technology across the institution.
Tariff Uncertainty Weakens Business And Consumer Sentiment
Look beyond the headlines to better understand what is driving current market trends and how they could impact your credit union’s investment portfolio.
How to Harness AI to Drive Efficiency and Member Satisfaction
In this webinar, you’ll learn how to use these tools to eliminate inefficiencies and accelerate key processes, while strengthening member relationships.
Chaos, Taxation, And More: Takeaways From Day 1 Of GAC 2025
The first full day of the Governmental Affairs Conference included a frank assessment of threats to the credit union tax status, news about the future ...
Meet The Finalists For The 2025 Innovation Series: Analytics
This year's finalists help credit unions do more with data to grow their business and increase efficiency.
Browse Topics
The Case For Marketing That Doesn’t Lead With The Credit Union
Savana Morie
Whitefish Credit Union barely mentions itself in its member stories. Instead, its high-quality video storytelling spotlights people, businesses, and communities, building trust, advocacy, and impact that don’t always show up in traditional ROI metrics.
Exit Interview: Deb Vollmer
Aaron Passman
The retired Langley FCU executive looks back on a career shaped by industry change, evolving leadership responsibility, and a constant focus on serving members first.
How Affinity FCU Became A Financial First Responder
Callahan & Associates
The New Jersey-New York metro credit union shares how a wellbeing-led strategy ensures members know where to turn first when life gets difficult.
Running With Scissors: The Bold Side Of Personalization
Callahan & Associates
To become skilled at personalization, credit unions must stop making assumptions about what resonates with members and start leveraging data to be sure.
A Short Guide To Compliance With The New Succession Planning Rule
Jennie Boden
Check all the right boxes while tying your credit union compliance efforts to strategy.
Industry Intelligence For Credit Union Leaders
Callahan & Associates
Looking for quarterly data coverage, expert analysis, lessons from leading credit unions, and more? Callahan has it covered. Comparing top-level performance and digging into the details has never been easier.
10 Credit Unions That Top The Charts In Member Value
William Hunt
Callahan & Associates spotlights credit unions that return more value to members.
Engagement Is Not A Perk. It Is A Strategy.
A. Jerome Fowlkes
Langley FCU asked what it would take to be a truly exceptional workplace, and it shares four ways to get there.
The Opportunity For Credit Unions In NCUA’s New Succession Planning Rule
Jennie Boden
Make your succession plan strategic and give it ‘teeth’ to reap the benefits of stronger governance and more effective C-suite leadership.
How A Child Savings Account Program Is Shaping Futures In Harbor Beach
Savana Morie
A public-private partnership in Michigan aims to influence opportunities after high school via a child savings account that provides yearly deposits and every reason to imagine what comes after graduation.
A Year In Review And What Lies Ahead For Credit Unions In 2025