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.
How Today’s Market Is Stress-Testing Credit Union And Bank Earnings Models
March 30, 2026
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Credit union and bank earnings reflect different business objectives. Those differences matter for how financial institutions serve their markets.
The Case For Marketing That Doesn’t Lead With The Credit Union
March 23, 2026
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Whitefish Credit Union barely mentions itself in its member stories. Instead, its high-quality video storytelling spotlights people, businesses, and communities, building trust, advocacy, and impact that don’t always show up in traditional ROI metrics.
Exit Interview: Deb Vollmer
March 23, 2026
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The retired Langley FCU executive looks back on a career shaped by industry change, evolving leadership responsibility, and a constant focus on serving members first.
Industry Intelligence For Credit Union Leaders
March 20, 2026
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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.
Beyond the Annual Budget: Building a Performance Planning Rhythm in Credit Unions
March 18, 2026
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Join Empyrean as they reframe planning as a performance system for credit unions
How Inflation Changed Credit Union Member Behavior
March 16, 2026
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Inflation has cooled, but its aftereffects still shape how credit union members spend, save, borrow, and relate to their credit union.
What’s In A Name: Chief Strategic Enablement Officer
March 16, 2026
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Risk gets a rebrand — and a bigger mandate — at MSUFCU, where a Strategic Enablement department helps initiatives move forward while keeping the organization safe and sound.
Financial Market Jitters Escalate
March 6, 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.
Takeaways From Day 2 Of GAC
March 3, 2026
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From macroeconomics to multiculturalism, the future of AI, and more, the second day of this year’s convention was packed with insights.
Takeaways From Day 1 Of GAC
March 2, 2026
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From new attitudes to new ways of thinking about service delivery, here’s a look at the first day of the industry’s biggest event.
How Today’s Market Is Stress-Testing Credit Union And Bank Earnings Models
Credit union and bank earnings reflect different business objectives. Those differences matter for how financial institutions serve their markets.
The Case For Marketing That Doesn’t Lead With The Credit Union
Whitefish Credit Union barely mentions itself in its member stories. Instead, its high-quality video storytelling spotlights people, businesses, and communities, building trust, advocacy, and impact ...
Exit Interview: Deb Vollmer
The retired Langley FCU executive looks back on a career shaped by industry change, evolving leadership responsibility, and a constant focus on serving members first.
Industry Intelligence For Credit Union Leaders
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 ...
Beyond the Annual Budget: Building a Performance Planning Rhythm in Credit Unions
Join Empyrean as they reframe planning as a performance system for credit unions
How Inflation Changed Credit Union Member Behavior
Inflation has cooled, but its aftereffects still shape how credit union members spend, save, borrow, and relate to their credit union.
What’s In A Name: Chief Strategic Enablement Officer
Risk gets a rebrand — and a bigger mandate — at MSUFCU, where a Strategic Enablement department helps initiatives move forward while keeping the organization ...
Takeaways From Day 2 Of GAC
From macroeconomics to multiculturalism, the future of AI, and more, the second day of this year’s convention was packed with insights.
Takeaways From Day 1 Of GAC
From new attitudes to new ways of thinking about service delivery, here’s a look at the first day of the industry’s biggest event.
Browse Topics
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?
New Highs For Equity Markets Despite Iran And Oil Prices
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
New Graduates Face A Cautious Job-Hiring Landscape
Tony Waltrich
Today’s job market is shaped by skills based expectations, with employers slowing entry level hiring and placing greater emphasis on applied experience.
A Credit Union Journey Into Cryptocurrency And Stablecoins
Savana Morie
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.
Balancing Growth And Risk In Uncertain Lending Environments
Callahan & Associates
Traditional risk tools alone aren’t enough. Portfolio protection must evolve to meet members within the lending experience itself.
The Line Between Growth And Impact Was Blurry. Wright-Patt Decided To Redraw It.
Savana Morie
The Ohio cooperative is refining the role of its foundation to clarify what belongs within the credit union and what belongs under its charitable arm, strengthening focus and long term strategy for both.
Smarter Scheduling Delivers Faster Service And Lower Costs For 4Front Credit Union
Callahan & Associates
The credit union migrated its on-premises contact center and implemented workforce management software to maximize efficiency, minimize costs, and provide a better member experience.
The 84-Month Trap: How Negative Equity Is Quietly Undermining Your Auto Portfolio
Callahan & Associates
A new approach to vehicle affordability for credit unions.
2 Tactics To Increase Young Member Engagement
Aaron Passman
Youth banking programs, in-school branches, and a warm handoff to adulthood builds habits and relationships that last well beyond graduation.
Don’t Wait For Data. FirstLook Analysis Is Available Today.
Callahan & Associates
Callahan & Associates provides an early look at quarterly performance results. Sneak a peek at the latest trends here.
Financial Market Jitters Escalate