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.
Ready, Set, Grow: 5 Marketing Tips To Elevate Your Credit Union
April 14, 2025
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Cut through the noise and unlock growth with five bold tips to sharpen your targeting, master new channels, harness AI, and market like a pro.
How 1 CUSO’s Board Is Empowering Women In Fintech
April 14, 2025
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Strong female voices have the potential to make change. These women are championing mentorship, innovation, and collaboration to shape the future of their organizations.
Sweeping Tariffs Leave The Fed In An Unenviable Position
April 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.
The Callahan Guide To The 2025 Final Four
April 4, 2025
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Bracket busted? Our predictions of the 2025 NCAA Men’s Basketball championship could help you pick a winner.
How Mission And Momentum Have Revolutionized Great Lakes Credit Union
March 23, 2025
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Putting people first has transformed the Illinois-based cooperative into a local powerhouse that stands apart from the competition — and this is only the beginning.
A New Framework For Growth
March 23, 2025
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The first book from Callahan CEO Jon Jeffreys outlines how credit unions can grow and differentiate themselves by putting purpose at the center of their business strategy.
Innovation Series: Analytics
March 21, 2025
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Learn from 2025’s top innovators in analytics
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.
Ready, Set, Grow: 5 Marketing Tips To Elevate Your Credit Union
Cut through the noise and unlock growth with five bold tips to sharpen your targeting, master new channels, harness AI, and market like a pro.
How 1 CUSO’s Board Is Empowering Women In Fintech
Strong female voices have the potential to make change. These women are championing mentorship, innovation, and collaboration to shape the future of their organizations.
The Callahan Guide To The 2025 Final Four
Bracket busted? Our predictions of the 2025 NCAA Men’s Basketball championship could help you pick a winner.
How Mission And Momentum Have Revolutionized Great Lakes Credit Union
Putting people first has transformed the Illinois-based cooperative into a local powerhouse that stands apart from the competition — and this is only the beginning.
A New Framework For Growth
The first book from Callahan CEO Jon Jeffreys outlines how credit unions can grow and differentiate themselves by putting purpose at the center of their ...
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.
Browse Topics
Innovation Only Goes So Far Without Internal Alignment
Marc Rapport
Coastal Credit Union evaluates fintech through the lens of member value, strategic growth, and organizational readiness to implement new ideas.
Future Bets For Fintech
Rebecca Wessler
Credit unions are making decisions about where to build, invest, and partner as they balance today’s priorities with tomorrow’s opportunities.
Future Bets From Today’s Credit Unions
Marc Rapport
Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.
Competing For Gen Z, SMBs, And The Future Of Money
Callahan & Associates
Credit unions that enable seamless movement between fiat and digital assets position themselves as a trusted on- and off-ramp.
The Financial Readiness Gap: Credit Unions Evaluate It Every Day. But Who Builds It?
Callahan & Associates
The credit unions that win the next generation will be the ones that showed up early, when young members were forming habits and deciding whom to trust.
Defending Your Credit Union Against Fraud Means Fighting Fire With Smarter Fire
Callahan & Associates
The challenge is no longer whether to adopt AI, but how to adopt it responsibly with the right governance, the right partners, and the right balance between technology and human oversight.
Digital Assets Are Coming For Payments. Are Credit Unions Ready?
Andrew Lepczyk
McKinsey projects trillions of dollars in growth across digital assets, with money movement emerging as one of the biggest opportunities.
The Long Game For Fintech At FORUM Credit Union
Marc Rapport
The Indiana cooperative blends internal development with selective partnerships to meet members’ needs today now while positioning for what’s next.
Mission Fed Weighs Fintech Returns Against Real-World Fit
Marc Rapport
The San Diego cooperative leans on its CUSO and the CURQL network to make fintech investments, but member needs still guide which solutions ultimately make it into the credit union’s operations.
AI Boot Camp Is More Than Basic Training At Clearview FCU
Aaron Passman
Hands-on work with artificial intelligence tools is future-proofing staff members, giving them the confidence to adopt new technology and embrace efficiencies.
Sweeping Tariffs Leave The Fed In An Unenviable Position