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.
Inflation Worries Send Longer Treasuries Soaring
March 5, 2021
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This insightful monthly market commentary will help you look beyond the headlines to better understand what is driving the current market trends that could impact your credit union’s investment portfolio.
Local Cooperatives Thrive With VSECU
February 12, 2021
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The Vermont cooperative relies on a little-known state statute to make direct investments in cooperatives to bolster local economies and create a better world.
3 Takeaways From Trendwatch 4Q20
February 12, 2021
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Credit unions and their members adapted to a new normal. See where opportunities like for the industry in 2021.
4Q20 Trendwatch
February 11, 2021
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This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
Diversity Begins With Inclusion At American 1
February 8, 2021
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The mid-Michigan credit union is refining hiring practices and tapping employees to help build a workplace where people feel included and heard.
Muddled Vaccine Efforts Leads To Curbed Enthusiasm
February 5, 2021
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This insightful monthly market commentary will help you look beyond the headlines to better understand what is driving the current market trends that could impact your credit union’s investment portfolio.
Tom Terrific: Callahan Bowl XVI Predicts Tampa Bay Over Kansas City
February 5, 2021
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Callahan data confirms that Tom Brady wins yet another Super Bowl.
4 Trends To Watch In 2021
January 26, 2021
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The financial constraints credit unions faced in 2020 provide insights for how to move forward in the coming year.
How To Build A Better Budget One Month At A Time
January 18, 2021
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“Mini-CFOs” embedded across United FCU provide guidance to department leaders while gaining additional expertise of their own.
6 Useful Ratios For Uncovering The Financial Shock Of COVID-19
January 11, 2021
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Spread analysis deconstructs credit union earnings to gauge the health of an institution and its broader industry.
Local Cooperatives Thrive With VSECU
The Vermont cooperative relies on a little-known state statute to make direct investments in cooperatives to bolster local economies and create a better world.
3 Takeaways From Trendwatch 4Q20
Credit unions and their members adapted to a new normal. See where opportunities like for the industry in 2021.
4Q20 Trendwatch
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
Diversity Begins With Inclusion At American 1
The mid-Michigan credit union is refining hiring practices and tapping employees to help build a workplace where people feel included and heard.
Muddled Vaccine Efforts Leads To Curbed Enthusiasm
This insightful monthly market commentary will help you look beyond the headlines to better understand what is driving the current market trends that could impact ...
Tom Terrific: Callahan Bowl XVI Predicts Tampa Bay Over Kansas City
Callahan data confirms that Tom Brady wins yet another Super Bowl.
4 Trends To Watch In 2021
The financial constraints credit unions faced in 2020 provide insights for how to move forward in the coming year.
How To Build A Better Budget One Month At A Time
“Mini-CFOs” embedded across United FCU provide guidance to department leaders while gaining additional expertise of their own.
6 Useful Ratios For Uncovering The Financial Shock Of COVID-19
Spread analysis deconstructs credit union earnings to gauge the health of an institution and its broader industry.
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.
Inflation Worries Send Longer Treasuries Soaring