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.
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.
6 Credit Union Executive Priorities For 2026
April 15, 2026
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Credit union leaders want to know where peers are placing their focus. These six priorities reflect how leadership teams are responding to change with intention and clarity.
What’s Next For Credit Union Earnings?
April 13, 2026
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As margin support begins to fade, earnings performance is becoming more sensitive to revenue mix and harder to interpret through public reporting alone.
The Great Wealth Transfer Is Also A Relationship Transfer
April 13, 2026
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Harvard FCU combines digital estate planning with human financial guidance to support positive, proactive wealth transfer across generations.
Fresh Risks For Financial Markets
April 13, 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.
Understanding The Lending Recall Gap
April 13, 2026
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TruStage shares how credit unions can rethink payment protection by addressing the lending recall gap in today’s high‑pressure lending environment. As member interest in protection products continues to rise, the discussion highlights why single, late‑stage offers often fail to stick—and how weak lending recall can lead to missed moments and increased risk for both members
The Callahan Guide To The 2026 Final Four
March 31, 2026
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What happens when credit union performance data meets March Madness? Callahan’s proprietary model breaks down state-level results to forecast who takes home the hardware.
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.
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.
What’s Next For Credit Union Earnings?
As margin support begins to fade, earnings performance is becoming more sensitive to revenue mix and harder to interpret through public reporting alone.
The Great Wealth Transfer Is Also A Relationship Transfer
Harvard FCU combines digital estate planning with human financial guidance to support positive, proactive wealth transfer across generations.
Fresh Risks For Financial Markets
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Understanding The Lending Recall Gap
TruStage shares how credit unions can rethink payment protection by addressing the lending recall gap in today’s high‑pressure lending environment. As member interest in protection ...
The Callahan Guide To The 2026 Final Four
What happens when credit union performance data meets March Madness? Callahan’s proprietary model breaks down state-level results to forecast who takes home the hardware.
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.
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.
6 Credit Union Executive Priorities For 2026