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.
Don’t Wait For Data. FirstLook Analysis Is Available Today.
May 8, 2026
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Callahan & Associates provides an early look at quarterly performance results. Sneak a peek at the latest trends here.
Operating In A Different Financial World
May 4, 2026
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This discussion examines how rising vehicle costs, tighter household budgets, and longer ownership cycles are changing borrower needs after an auto loan closes. It explores why ongoing maintenance has become a critical but often overlooked part of vehicle ownership, and how maintenance-focused benefits can help credit unions support members, manage long-term costs, and build stronger
6 Takes On Today’s Member Experience: Andre Vygnansk
May 4, 2026
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The CXO of OUR Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Inna Sprague
May 4, 2026
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The CXO of Teachers FCU talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Kim Riley
May 4, 2026
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The CXO of Wright-Patt Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Ami Iceman Haueter
May 4, 2026
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The CXO of MSUFCU talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Jimmy Lovelace
May 4, 2026
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The CXO of Community First Credit Union of Florida talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
Strategic Outlook 2026: Credit Card Market Trends Driving Issuer Success
April 30, 2026
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Join Elan Credit Card and TRK Advisors as they break down how credit unions stack up against major credit card issuers, what to anticipate throughout 2026, and some thoughts on recent legislative proposals.
Consumers Are Financing The Future Any Way They Can
April 27, 2026
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Studies show credit card debt and Buy Now, Pay Later usage continue to rise. Bigger increases could be around the corner.
Where ALM Falls Short: A Data-Driven Look at DDA Behavior
April 15, 2026
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Explore how balance behavior, rate sensitivity, and runoff risk shape funding stability—and what it means for ALM, liquidity, and margin protection.
Don’t Wait For Data. FirstLook Analysis Is Available Today.
Callahan & Associates provides an early look at quarterly performance results. Sneak a peek at the latest trends here.
Operating In A Different Financial World
This discussion examines how rising vehicle costs, tighter household budgets, and longer ownership cycles are changing borrower needs after an auto loan closes. It explores ...
6 Takes On Today’s Member Experience: Andre Vygnansk
The CXO of OUR Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Inna Sprague
The CXO of Teachers FCU talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Kim Riley
The CXO of Wright-Patt Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Ami Iceman Haueter
The CXO of MSUFCU talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Jimmy Lovelace
The CXO of Community First Credit Union of Florida talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
Strategic Outlook 2026: Credit Card Market Trends Driving Issuer Success
Join Elan Credit Card and TRK Advisors as they break down how credit unions stack up against major credit card issuers, what to anticipate throughout ...
Consumers Are Financing The Future Any Way They Can
Studies show credit card debt and Buy Now, Pay Later usage continue to rise. Bigger increases could be around the corner.
Where ALM Falls Short: A Data-Driven Look at DDA Behavior
Explore how balance behavior, rate sensitivity, and runoff risk shape funding stability—and what it means for ALM, liquidity, and margin protection.
Browse Topics
MSUFCU Turns A Break In Payments Into A Member Experience Moment
Aaron Passman
The Michigan cooperative keeps everyday payments working and members happy by using a common friction point to build brand loyalty.
Insights From The Outside: Don Rositano
Marc Rapport
How a former Sam’s Club finance leader adapted his member-first mindset to a not-for-profit credit union.
What’s In A Name: Vice President Of History And Culture
Aaron Passman
How a unique role instills SchoolsFirst FCU’s future leaders with an appreciation for its past.
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?