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
Your hub to learn how credit unions manage assets and liabilities, boost non-interest income, improve efficiencies and productivity, and maximize returns.
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
Craft breweries demonstrate how commitment to value, operational agility, and community focus can ignite growth and drive property.
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.
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.
Callahan & Associates provides an early look at quarterly performance results. Sneak a peek at the latest trends here.
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
The CXO of OUR Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
The CXO of Teachers FCU talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
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.
The CXO of MSUFCU talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
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.
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.
Studies show credit card debt and Buy Now, Pay Later usage continue to rise. Bigger increases could be around the corner.

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.

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.
First quarter data shows how rising costs are pushing consumers toward flexibility and reshaping borrowing and saving habits.

A dedicated CUSO holding company allows WSECU to move beyond building and back fintech partners it helps shape and scale.

Advancial FCU links internal service standards, employee feedback, and peer recognition to create a more consistent experience for both staff and members.

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.

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.

The New Hampshire cooperative shares how its fintech arm, Service Ventures, evaluates investments, balances risk, and defines success.

Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.

New data from Gallup shows half of all employees who work for companies that pay for AI tools use them. Credit unions are building their own momentum.