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.
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.
The Case For Marketing That Doesn’t Lead With The Credit Union
March 23, 2026
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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
March 23, 2026
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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.
Quarterly Market Snapshot And Two-Year Financial Statement (4Q 2025)
March 20, 2026
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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.
Beyond the Annual Budget: Building a Performance Planning Rhythm in Credit Unions
March 18, 2026
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Join Empyrean as they reframe planning as a performance system for credit unions
How Inflation Changed Credit Union Member Behavior
March 16, 2026
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Inflation has cooled, but its aftereffects still shape how credit union members spend, save, borrow, and relate to their credit union.
What’s In A Name: Chief Strategic Enablement Officer
March 16, 2026
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Risk gets a rebrand — and a bigger mandate — at MSUFCU, where a Strategic Enablement department helps initiatives move forward while keeping the organization safe and sound.
Financial Market Jitters Escalate
March 6, 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
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.
The Case For Marketing That Doesn’t Lead With The Credit Union
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 ...
Exit Interview: Deb Vollmer
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.
Quarterly Market Snapshot And Two-Year Financial Statement (4Q 2025)
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 ...
Beyond the Annual Budget: Building a Performance Planning Rhythm in Credit Unions
Join Empyrean as they reframe planning as a performance system for credit unions
How Inflation Changed Credit Union Member Behavior
Inflation has cooled, but its aftereffects still shape how credit union members spend, save, borrow, and relate to their credit union.
What’s In A Name: Chief Strategic Enablement Officer
Risk gets a rebrand — and a bigger mandate — at MSUFCU, where a Strategic Enablement department helps initiatives move forward while keeping the organization ...
Browse Topics
Innovation Only Goes So Far Without Internal Alignment
Marc Rapport
Coastal Credit Union evaluates fintech through the lens of member value, strategic growth, and organizational readiness to implement new ideas.
Future Bets For Fintech
Rebecca Wessler
Credit unions are making decisions about where to build, invest, and partner as they balance today’s priorities with tomorrow’s opportunities.
Future Bets From Today’s Credit Unions
Marc Rapport
Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.
Competing For Gen Z, SMBs, And The Future Of Money
Callahan & Associates
Credit unions that enable seamless movement between fiat and digital assets position themselves as a trusted on- and off-ramp.
The Financial Readiness Gap: Credit Unions Evaluate It Every Day. But Who Builds It?
Callahan & Associates
The credit unions that win the next generation will be the ones that showed up early, when young members were forming habits and deciding whom to trust.
Defending Your Credit Union Against Fraud Means Fighting Fire With Smarter Fire
Callahan & Associates
The challenge is no longer whether to adopt AI, but how to adopt it responsibly with the right governance, the right partners, and the right balance between technology and human oversight.
Digital Assets Are Coming For Payments. Are Credit Unions Ready?
Andrew Lepczyk
McKinsey projects trillions of dollars in growth across digital assets, with money movement emerging as one of the biggest opportunities.
The Long Game For Fintech At FORUM Credit Union
Marc Rapport
The Indiana cooperative blends internal development with selective partnerships to meet members’ needs today now while positioning for what’s next.
Mission Fed Weighs Fintech Returns Against Real-World Fit
Marc Rapport
The San Diego cooperative leans on its CUSO and the CURQL network to make fintech investments, but member needs still guide which solutions ultimately make it into the credit union’s operations.
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 adopt new technology and embrace efficiencies.
Financial Market Jitters Escalate