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.
Callahan’s Guide To The 2022 Final Four
March 22, 2022
No Comments
The sports analysts at Callahan & Associates wrap up March Madness with predictions based on credit union performance data. Which team will reign supreme?
Industry Performance: Macro (4Q21)
March 21, 2022
No Comments
The global economy was rebounding at the end of 2021. So, too, were U.S. credit unions. But tensions in Europe and increasingly high inflation projections suggest significant headwinds for 2022.
Is Your Credit Union Prepared for the CDFI Emergency Support and Minority Lending Grant?
March 16, 2022
No Comments
The Treasury has said it will be rolling out the long-awaited $1.75B Emergency Support and Minority Lending Program Grant funds in the spring of 2022. That’s over five times as much as the CDFI’s FY 2022 FA budget, and Spring is just a few weeks away… are you ready?
3 Investment Trends From The Fourth Quarter Of 2021
March 14, 2022
No Comments
Credit unions are positioning their balance sheets to deliver greater yields as investment and lending conditions adapt to a late-pandemic environment.
Kent Oram On Leadership
March 14, 2022
No Comments
The CEO of Idaho Central Credit Union, one of the fastest-growing credit unions in the country, shares insights on leading through change and planning for the future.
Heightened Uncertainty Weighs On Financial Markets
March 14, 2022
No Comments
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
3 Roles That Take Business Intelligence To The Next Level
March 7, 2022
No Comments
There’s a new wave of titles that hints at a sea change in how credit unions use data.
5 Takeaways From 4Q 2021 Trendwatch
February 21, 2022
No Comments
How did credit unions wrap up 2021? Callahan & Associates has the inside story based on quarterly performance data.
4Q21 Trendwatch
February 16, 2022
No Comments
Learn about the credit union performance trends gathered from 4Q 2021 data.
Market Responds Negatively To Hawkish Fed Shift
February 14, 2022
No Comments
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
Callahan’s Guide To The 2022 Final Four
The sports analysts at Callahan & Associates wrap up March Madness with predictions based on credit union performance data. Which team will reign supreme?
Industry Performance: Macro (4Q21)
The global economy was rebounding at the end of 2021. So, too, were U.S. credit unions. But tensions in Europe and increasingly high inflation projections ...
Is Your Credit Union Prepared for the CDFI Emergency Support and Minority Lending Grant?
The Treasury has said it will be rolling out the long-awaited $1.75B Emergency Support and Minority Lending Program Grant funds in the spring of 2022. ...
3 Investment Trends From The Fourth Quarter Of 2021
Credit unions are positioning their balance sheets to deliver greater yields as investment and lending conditions adapt to a late-pandemic environment.
Kent Oram On Leadership
The CEO of Idaho Central Credit Union, one of the fastest-growing credit unions in the country, shares insights on leading through change and planning for ...
Heightened Uncertainty Weighs On Financial Markets
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
3 Roles That Take Business Intelligence To The Next Level
There’s a new wave of titles that hints at a sea change in how credit unions use data.
5 Takeaways From 4Q 2021 Trendwatch
How did credit unions wrap up 2021? Callahan & Associates has the inside story based on quarterly performance data.
4Q21 Trendwatch
Learn about the credit union performance trends gathered from 4Q 2021 data.
Market Responds Negatively To Hawkish Fed Shift
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
Browse Topics
The Callahan Guide To The 2026 Final Four
Tony Waltrich
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.
A Rewards Program That Relies On Relationships, Not Usage
Savana Morie
Nuvision’s Added Advantage program tracks member engagement across the credit union, then rewards relationships through better pricing and other perks.
Innovations Financial Bets Big On Small Business Lending
Aaron Passman
CDFI grant funding helps the Florida cooperative offer microloans for small businesses after many banks pulled out of its market.
How Marine Credit Union Shifted Its Foundation From Siloed To Symbiotic
Savana Morie
By aligning governance, leadership, and day to day operations, Marine Credit Union transformed its foundation from a parallel operation into a visible extension of the credit union brand.
How Today’s Market Is Stress-Testing Credit Union And Bank Earnings Models
Andrew Lepczyk
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
Savana Morie
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
Aaron Passman
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.
How Affinity FCU Became A Financial First Responder
Callahan & Associates
The New Jersey-New York metro credit union shares how a wellbeing-led strategy ensures members know where to turn first when life gets difficult.
Running With Scissors: The Bold Side Of Personalization
Callahan & Associates
To become skilled at personalization, credit unions must stop making assumptions about what resonates with members and start leveraging data to be sure.
A Short Guide To Compliance With The New Succession Planning Rule
Jennie Boden
Check all the right boxes while tying your credit union compliance efforts to strategy.