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.
What Is The K-Shaped Economy And What Can Credit Unions Do About It?
February 16, 2026
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The gulf between the haves and the have-nots has widened in recent years. Credit unions can help members catch up.
5 Takeaways From Trendwatch
February 13, 2026
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As the Federal Reserve cuts interest rates, credit unions are adapting in tandem, balancing membership needs with asset quality. This balance will be one of many topics discussed during Callahan’s quarterly Trendwatch webinar.
Don’t Wait For Data. FirstLook Analysis Is Available Today.
February 12, 2026
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Callahan & Associates provides an early look at quarterly performance results. Sneak a peek at the latest trends here.
Markets React To Consequential Announcements
February 10, 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.
Meet The Finalists For The 2026 Innovation Series: AI-Powered Member Experience
February 9, 2026
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This year’s finalists are reimagining how credit unions can use AI to combine cutting-edge technology with old-school member service.
Operationalizing Financial Wellbeing For Long-Term Growth
February 6, 2026
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Join a fireside chat as we walk through Patelco’s financial wellbeing strategy and the day to day tactics shaped by ongoing member and consumer behavior feedback.
Credit Union Data Predicts Who Will Win Super Bowl 2026
February 2, 2026
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As Super Bowl LX nears, the Callahan Bowl prediction model says the Seahawks will see green en route to the Lombardi Trophy.
What Would A 10% Credit Card Rate Cap Mean For Credit Unions And Members?
February 2, 2026
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A closer look at the trade-offs of mandated lower credit card rates reveals a delicate balance between portfolio health and member access.
The Personal Loan Landscape Has Shifted
February 2, 2026
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Declining savings rates and rising financial pressure are reshaping why members borrow, pushing credit unions to rethink lending strategies.
Will Ultra-Low Interest Rates Improve Housing Affordability?
February 2, 2026
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Ultra-low rates might feel like a boost to affordability, but they can create unintended challenges that ripple through housing markets, lenders, and the members credit unions serve.
What Is The K-Shaped Economy And What Can Credit Unions Do About It?
The gulf between the haves and the have-nots has widened in recent years. Credit unions can help members catch up.
5 Takeaways From Trendwatch
As the Federal Reserve cuts interest rates, credit unions are adapting in tandem, balancing membership needs with asset quality. This balance will be one of ...
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.
Meet The Finalists For The 2026 Innovation Series: AI-Powered Member Experience
This year's finalists are reimagining how credit unions can use AI to combine cutting-edge technology with old-school member service.
Operationalizing Financial Wellbeing For Long-Term Growth
Join a fireside chat as we walk through Patelco’s financial wellbeing strategy and the day to day tactics shaped by ongoing member and consumer behavior ...
Credit Union Data Predicts Who Will Win Super Bowl 2026
As Super Bowl LX nears, the Callahan Bowl prediction model says the Seahawks will see green en route to the Lombardi Trophy.
What Would A 10% Credit Card Rate Cap Mean For Credit Unions And Members?
A closer look at the trade-offs of mandated lower credit card rates reveals a delicate balance between portfolio health and member access.
The Personal Loan Landscape Has Shifted
Declining savings rates and rising financial pressure are reshaping why members borrow, pushing credit unions to rethink lending strategies.
Will Ultra-Low Interest Rates Improve Housing Affordability?
Ultra-low rates might feel like a boost to affordability, but they can create unintended challenges that ripple through housing markets, lenders, and the members credit ...
Browse Topics
Reflections From NACUSO Reimagine 2026
Alexandra Gekas
The annual conference offered insights on why service organizations remain a strategic asset for credit unions and how collaboration, AI, and advocacy are shaping what comes next.
Why Financial Empowerment Matters More Than Financial Literacy
Savana Morie
Alltru FCU stopped treating education as the end goal. Now, financial empowerment guides product design, access, and risk decisions.
42% Of U.S. Households Experience Financial Hardship
Tony Waltrich
More than 50 million U.S. households earn less than the minimum average income needed to cover basic costs of living.
Excite Foundation Breaks Down Barriers For Children’s Savings
Savana Morie
Automatic enrollment and community partnerships help the credit union foundation expand access to early savings for underserved families.
Consumers Are Financing The Future Any Way They Can
Aaron Passman
Studies show credit card debt and Buy Now, Pay Later usage continue to rise. Bigger increases could be around the corner.
Credit Human Redefines ‘Green’ In The Heart Of Texas
Savana Morie
The credit union completed a three acre headquarters campus in 2021 that offers 52% more space while consuming a fraction of the resources. It’s a model of how cooperatives can lead on sustainability without sacrificing performance.
CDFIs By The Numbers
Omar Shalabi
CDFI credit unions might be fewer in number, but their impact reaches millions of members, and their footprint highlights how targeted mission can translate into broad, measurable reach.
Serving The Underserved Without Accepting Preventable Fraud Losses
Callahan & Associates
Preventable fraud losses quietly erode credit union margins. The difference between a 25% and 6% loss rate isn’t risk. It’s execution.
Inside An In-School Model That Links Classrooms With College And Careers
Savana Morie
Holy Rosary Credit Union has embedded itself into a local high school’s career and technical education program, offering scholarships, internships, and courses eligible for college credit.
6 Credit Union Executive Priorities For 2026
Jay Johnson
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.
Markets React To Consequential Announcements