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.
The Difference Between Productivity And Efficiency
February 8, 2015
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This cheat sheet offers a visual breakdown of the meaning behind two often-confused metrics.
Economic Up Tempo May Prompt Rate Ratchet
February 6, 2015
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Rising wages, employment may be greeted by rate hikes as Fed works to direct economic harmony.
Self-Serve Processing Is “The New Black”
February 2, 2015
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Borrowers will pay fees for the ability to make a payment online or over the phone. The bottom line: convenient payment options are no longer optional.
Callahan Bowl XI Predicts Seattle Repeat
January 26, 2015
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Deflating news to Patriots partisans: Callahan data points to Seahawks triumph.
How After-Hours Underwriting Boosts Auto Lending
January 26, 2015
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Increase profits by processing loans after your doors close.
That’s It, I Quit!
January 21, 2015
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Employees have numerous reasons for jumping ship. Here’s how to mitigate those grievances.
Core Conversion At The Helm
January 20, 2015
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A Q&A on core conversion strategies with the controller of Northwest Federal Credit Union.
Anatomy Of A Market
January 19, 2015
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Superior consumer awareness and enviable market share in deposits and mortgages are just a few of the benefits of being a Spokane credit union.
2 Ways To Incentivize Deposit Activity
January 12, 2015
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Whether the goal is growth or control, high-yield offerings can shape saving behaviors that benefit the member and the credit union.
What’s In A Name?
January 7, 2015
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Clever acronyms and marketing buzzwords can only take a brand so far. That’s why Navy Army Community Credit Union has spent the past 10 years taking action that speaks louder than words.
The Difference Between Productivity And Efficiency
This cheat sheet offers a visual breakdown of the meaning behind two often-confused metrics.
Self-Serve Processing Is “The New Black”
Borrowers will pay fees for the ability to make a payment online or over the phone. The bottom line: convenient payment options are no longer ...
Callahan Bowl XI Predicts Seattle Repeat
Deflating news to Patriots partisans: Callahan data points to Seahawks triumph.
How After-Hours Underwriting Boosts Auto Lending
Increase profits by processing loans after your doors close.
That’s It, I Quit!
Employees have numerous reasons for jumping ship. Here’s how to mitigate those grievances.
Core Conversion At The Helm
A Q&A on core conversion strategies with the controller of Northwest Federal Credit Union.
Anatomy Of A Market
Superior consumer awareness and enviable market share in deposits and mortgages are just a few of the benefits of being a Spokane credit union.
2 Ways To Incentivize Deposit Activity
Whether the goal is growth or control, high-yield offerings can shape saving behaviors that benefit the member and the credit union.
What’s In A Name?
Clever acronyms and marketing buzzwords can only take a brand so far. That’s why Navy Army Community Credit Union has spent the past 10 years ...
Browse Topics
What Makes Good AI Policy? Start With Curiosity And Accountability.
Marc Rapport
As credit unions move from experimentation to adoption, leaders offer firsthand knowledge on what separates weak policies from strong ones that actually work.
Governance And Guardrails Help Credit Unions Navigate AI
Aaron Passman
How Members Cooperative focuses on structure, oversight, and clear expectations to ensure AI supports, not undermines, long term strategy.
What’s In A Name: Chief AI Officer
Aaron Passman
As Hudson Valley Credit Union’s artificial intelligence chief, Preetha Sekharan holds a rare role in the industry, but it’s one that is likely to become far more common in the future.
All Eyes On AI
Aaron Passman
Artificial intelligence for credit unions has moved from a future concept to today’s full-fledged leadership and governance challenge.
The Callahan Guide To The 2026 Final Four
Tony Waltrich
What happens when credit union performance data meets March Madness? Callahan’s proprietary model breaks down state-level results to forecast who takes home the hardware.
A Rewards Program That Relies On Relationships, Not Usage
Savana Morie
Nuvision’s Added Advantage program tracks member engagement across the credit union, then rewards relationships through better pricing and other perks.
Innovations Financial Bets Big On Small Business Lending
Aaron Passman
CDFI grant funding helps the Florida cooperative offer microloans for small businesses after many banks pulled out of its market.
How Marine Credit Union Shifted Its Foundation From Siloed To Symbiotic
Savana Morie
By aligning governance, leadership, and day to day operations, Marine Credit Union transformed its foundation from a parallel operation into a visible extension of the credit union brand.
How Today’s Market Is Stress-Testing Credit Union And Bank Earnings Models
Andrew Lepczyk
Credit union and bank earnings reflect different business objectives. Those differences matter for how financial institutions serve their markets.
How Does BCU Put AI Policy Into Practice?
Marc Rapport
AI governance matters as much as innovation when it comes to AI. Learn how BCU built an AI practice that prioritizes data integrity, risk management, and real world decision making.
Economic Up Tempo May Prompt Rate Ratchet