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.
Meet The Finalists For The 2025 Innovation Series: Lending
February 14, 2025
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This year’s finalists are reshaping how credit unions approach lending thanks to increased efficiencies, AI, and more.
5 Takeaways From Trendwatch 4Q 2024
February 12, 2025
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With shares outpacing loans and indirect lending bringing in fewer members, credit unions focused on what they do best in the fourth quarter: serving core members.
Markets Sift Through Noise As They Look For Clarity
February 11, 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.
All Things CDFI In 2025
February 6, 2025
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Stay up-to-date with the latest changes, opportunities, and compliance requirements for CDFIs, including certification, grants, and legislative updates for 2025 and beyond.
A Chiefs Three-Peat? Callahan Bowl XIX Breaks Down The Big Game.
February 3, 2025
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A data-based look at how credit union performance in Missouri and Pennsylvania could mirror the outcome of this year’s Super Bowl.
Michigan Microloans Empower Small Business Success
February 3, 2025
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Lake Trust Credit Union is driving statewide entrepreneurial spirit with a loan program that has provided more than $22 million in funding.
Harness Automation To Transform Your Credit Union’s Lending Operations
February 3, 2025
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Today’s financial landscape demands strategic adjustments and innovative solutions to navigate these turbulent times.
Managing and Monitoring Profitability for Increased Value
January 29, 2025
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What Is This Webinar About? Profitability systems deployed at financial institutions, whether publicly or privately owned, are designed with one primary goal: maximize the profitability of every customer to maximize the return to the owner(s) and shareholders. However, profitability systems deployed at Credit Unions focus on creating earnings to sustain the institution in support of
High Inflation Makes It Hard For Low-Income Workers To Budget
January 27, 2025
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As inflation reshapes budgets and deepens financial divides, it’s important for credit unions to step up with strategies that support members and tackle everyday challenges.
American 1 Promotes Financial Wellness From Shelter To Stability
January 27, 2025
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A partnership that helps the homeless wouldn’t be nearly as successful without the right people in the right seats — but that means more than just looking for the right work background.
Meet The Finalists For The 2025 Innovation Series: Lending
This year's finalists are reshaping how credit unions approach lending thanks to increased efficiencies, AI, and more.
5 Takeaways From Trendwatch 4Q 2024
With shares outpacing loans and indirect lending bringing in fewer members, credit unions focused on what they do best in the fourth quarter: serving core ...
All Things CDFI In 2025
Stay up-to-date with the latest changes, opportunities, and compliance requirements for CDFIs, including certification, grants, and legislative updates for 2025 and beyond.
A Chiefs Three-Peat? Callahan Bowl XIX Breaks Down The Big Game.
A data-based look at how credit union performance in Missouri and Pennsylvania could mirror the outcome of this year's Super Bowl.
Michigan Microloans Empower Small Business Success
Lake Trust Credit Union is driving statewide entrepreneurial spirit with a loan program that has provided more than $22 million in funding.
Harness Automation To Transform Your Credit Union’s Lending Operations
Today’s financial landscape demands strategic adjustments and innovative solutions to navigate these turbulent times.
Managing and Monitoring Profitability for Increased Value
What Is This Webinar About? Profitability systems deployed at financial institutions, whether publicly or privately owned, are designed with one primary goal: maximize the profitability ...
High Inflation Makes It Hard For Low-Income Workers To Budget
As inflation reshapes budgets and deepens financial divides, it’s important for credit unions to step up with strategies that support members and tackle everyday challenges.
American 1 Promotes Financial Wellness From Shelter To Stability
A partnership that helps the homeless wouldn’t be nearly as successful without the right people in the right seats — but that means more than ...
Browse Topics
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.
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.
Markets Sift Through Noise As They Look For Clarity