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.
Where Have All The Members Gone?
May 18, 2026
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Membership growth is slowing, but financial activity is not. What does the modern financial relationship look like?
Trendwatch 1Q26
May 12, 2026
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Join Callahan & Associates for a live, data driven look at 1Q26 credit union industry performance.
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.
Where Have All The Members Gone?
Membership growth is slowing, but financial activity is not. What does the modern financial relationship look like?
Trendwatch 1Q26
Join Callahan & Associates for a live, data driven look at 1Q26 credit union industry performance.
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.
Browse Topics
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.
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.
New Highs For Equity Markets Despite Iran And Oil Prices