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.
5 Takeaways From First Quarter Credit Union Performance Data
May 12, 2026
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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?
New Highs For Equity Markets Despite Iran And Oil Prices
May 11, 2026
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Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
A Credit Union Journey Into Cryptocurrency And Stablecoins
May 11, 2026
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St. Cloud Financial is betting on digital assets to protect member relationships and future relevance. It’s picked up lessons for other leaders along the way.
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.
5 Takeaways From First Quarter Credit Union Performance Data
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 ...
A Credit Union Journey Into Cryptocurrency And Stablecoins
St. Cloud Financial is betting on digital assets to protect member relationships and future relevance. It’s picked up lessons for other leaders along the way.
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.
Browse Topics
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 adoption new technology and embrace efficiencies.
Stable Economy. Strained Households.
Andrew Lepczyk
Wages briefly caught up with inflation, but rising costs have pushed them back into negative territory. Here’s what that shift means for member finances and credit union performance.
Fintech Grounded In Mission As Much As Market Opportunity
Marc Rapport
Suncoast Credit Union balances near-term needs with longer-term bets, applying discipline to timing, valuation, and fit to decide when to invest and when to walk away.
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.
Cost Pressures Are Changing Member Behavior
Savana Morie
First quarter data shows how rising costs are pushing consumers toward flexibility and reshaping borrowing and saving habits.
WSECU Invests In Innovation To Solve Pain Points
Marc Rapport
A dedicated CUSO holding company allows WSECU to move beyond building and back fintech partners it helps shape and scale.
When Employees Own Culture, Service Follows
Savana Morie
Advancial FCU links internal service standards, employee feedback, and peer recognition to create a more consistent experience for both staff and members.
How MSUFCU Builds And Backs Fintech Solutions
Marc Rapport
MSUFCU takes a hands-on approach to fintech, piloting solutions through its in-house lab before scaling and backing them through a wholly owned CUSO.
Members Demand Digital, But They Want Branches, Too
Savana Morie
Affinity Plus FCU has a clear member service mantra: digital for daily, human when it’s hard. Its CEO and CFO share what that looks like in practice.
How A Holding Company Helps Service Credit Union Win At Fintech
Marc Rapport
The New Hampshire cooperative shares how its fintech arm, Service Ventures, evaluates investments, balances risk, and defines success.
New Highs For Equity Markets Despite Iran And Oil Prices