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.
At Kirtland Credit Union, Project Management Isn’t Just A Task. It’s An Ethos.
December 22, 2025
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Kirtland Credit Union’s five-tiered scoring system and rigorous approval process might look like red tape, but it’s streamlining resource allocation and improving efficiency for credit union for growth.
Credit Union Finance Leaders Saddle Up For 2026
December 15, 2025
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After an anxious 2025, CFOs and observers across the industry are preparing for the year ahead — for better or for worse.
Hurricane Knocked The Power Out? New Orleans Firemen’s FCU Is Ready.
December 15, 2025
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The next big storm in the Gulf isn’t an “if,” it’s a “when,” but the small Gulf-area credit union has a plan to help the community get back on its feet when the time comes.
Quarterly Market Snapshot And Two-Year Financial Statement (3Q 2025)
December 8, 2025
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Quarterly performance reports from Callahan & Associates highlight important metrics from across the credit union industry. Comparing top-level performance and digging into the financial statement has never been easier.
6 Lessons For Credit Unions From Craft Breweries
December 8, 2025
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Craft breweries demonstrate how commitment to value, operational agility, and community focus can ignite growth and drive property.
It’s Been A Noisy, Yet Resilient Year For The U.S. Economy
December 8, 2025
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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.
The K-Shaped Recovery And An Economy Divided
December 8, 2025
No Comments
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 Asset Size Shapes Credit Union Performance Across 3 Metrics
December 8, 2025
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Explore how credit union size influences growth, lending, and efficiency.
Members Are On The Move. Credit Unions Are Here For Them.
December 8, 2025
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Accelerating membership growth signals the increasing influence of credit unions amid evolving interest rate trends and economic challenges.
3 Ways Falling Rates Are Poised To Impact Credit Union Balance Sheets
December 8, 2025
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Falling interest rates are changing the game for credit unions. Explore how potential shifts in lending, savings, and margins are set to affect the bottom line.
At Kirtland Credit Union, Project Management Isn’t Just A Task. It’s An Ethos.
Kirtland Credit Union’s five-tiered scoring system and rigorous approval process might look like red tape, but it’s streamlining resource allocation and improving efficiency for credit ...
Credit Union Finance Leaders Saddle Up For 2026
After an anxious 2025, CFOs and observers across the industry are preparing for the year ahead — for better or for worse.
Hurricane Knocked The Power Out? New Orleans Firemen’s FCU Is Ready.
The next big storm in the Gulf isn’t an “if,” it’s a “when,” but the small Gulf-area credit union has a plan to help the ...
Quarterly Market Snapshot And Two-Year Financial Statement (3Q 2025)
Quarterly performance reports from Callahan & Associates highlight important metrics from across the credit union industry. Comparing top-level performance and digging into the financial statement ...
It’s Been A Noisy, Yet Resilient Year For The U.S. Economy
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
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 Asset Size Shapes Credit Union Performance Across 3 Metrics
Explore how credit union size influences growth, lending, and efficiency.
Members Are On The Move. Credit Unions Are Here For Them.
Accelerating membership growth signals the increasing influence of credit unions amid evolving interest rate trends and economic challenges.
3 Ways Falling Rates Are Poised To Impact Credit Union Balance Sheets
Falling interest rates are changing the game for credit unions. Explore how potential shifts in lending, savings, and margins are set to affect the bottom ...
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.
6 Lessons For Credit Unions From Craft Breweries