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.
3 Investment Trends From The Fourth Quarter Of 2021
March 14, 2022
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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
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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
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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
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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
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How did credit unions wrap up 2021? Callahan & Associates has the inside story based on quarterly performance data.
4Q21 Trendwatch
February 16, 2022
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Learn about the credit union performance trends gathered from 4Q 2021 data.
Market Responds Negatively To Hawkish Fed Shift
February 14, 2022
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Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
How Being ‘Unapologetically Different’ Helped Buckeye State’s Turnaround
February 7, 2022
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A focus on reining in costs and changing organizational culture have transformed the Ohio-based institution.
The CDFI Landscape for Credit Unions in 2022
February 2, 2022
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CU Strategic Planning’s Chief Strategy and Advocacy Officer Mike Beall, along with John McKechnie, Senior Partner of Total Spectrum, discuss the current environment for CDFI certification.
Credit Unions Have A Staffing Problem
January 17, 2022
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The U.S. labor shortage is wreaking havoc on businesses. How is it impacting credit unions, and what are they doing about it?
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.
How Being ‘Unapologetically Different’ Helped Buckeye State’s Turnaround
A focus on reining in costs and changing organizational culture have transformed the Ohio-based institution.
The CDFI Landscape for Credit Unions in 2022
CU Strategic Planning’s Chief Strategy and Advocacy Officer Mike Beall, along with John McKechnie, Senior Partner of Total Spectrum, discuss the current environment for CDFI ...
Credit Unions Have A Staffing Problem
The U.S. labor shortage is wreaking havoc on businesses. How is it impacting credit unions, and what are they doing about it?
Browse Topics
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.
What’s Next For Credit Union Earnings?
Omar Shalabi
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
Savana Morie
Harvard FCU combines digital estate planning with human financial guidance to support positive, proactive wealth transfer across generations.
The Lending Lag Is Real, And Here’s What Smaller Credit Unions Can Do About It
Callahan & Associates
Discover how small to midsize credit unions can weather the economic headwinds hitting their communities right now.
Fresh Risks For Financial Markets
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
What’s In A Name: AVP Of Member Insights
Aaron Passman
At Service Credit Union, Dave Widener connects data, strategy, and culture to shape better outcomes for members.
At Cardinal Credit Union, Small Investments Offer Big Financial Lessons
Aaron Passman
The Ohio-based cooperative has partnered with a fintech to offer fractional investing as part of its financial education curriculum in local schools.
How Compensation Blind Spots Impact CEO Retention And Succession
Callahan & Associates
Seven questions credit union board members should ask to ensure alignment on executive benefit plan goals.
What Makes Good AI Policy? Start With Curiosity And Accountability.
Marc Rapport
As credit unions move from experimentation to adoption, leaders offer firsthand knowledge on what separates weak policies from strong ones that actually work.
Governance And Guardrails Help Credit Unions Navigate AI
Aaron Passman
How Members Cooperative focuses on structure, oversight, and clear expectations to ensure AI supports, not undermines, long term strategy.