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.
How Are Credit Unions Using Excess Liquidity?
August 31, 2020
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Many Americans have been beefing up their savings during the COVID-19 lockdowns. Credit unions are putting those additional funds toward less fortunate members.
2Q 2020 Trendwatch
August 17, 2020
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This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
3 Takeaways From Trendwatch 2Q 2020
August 13, 2020
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With second quarter data now available, COVID-19’s impact on industrywide metrics is more apparent. Discover how credit union balance sheets are shifting and other key insights from Callahan’s quarterly webinar.
Optimism Cools, COVID Remains In Driver’s Seat
August 10, 2020
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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.
When Remote Work Becomes Routine
July 27, 2020
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How has the financial audit changed since the beginning of the coronavirus pandemic? Four auditors and two credit unions weigh in.
What’s Happening In Non-Interest Income?
July 22, 2020
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Early data from Callahan & Associates’ new non-interest income tool shows dramatic differences in NII strategy among credit unions.
Economic Outlook Becomes Even Less Certain
July 9, 2020
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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.
Macro Overiew And Industry Trends (1Q20)
June 30, 2020
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The longest economic expansionary period in U.S. history has come to an end. What else should credit unions know at first quarter?
Happy Independence Day In Credit Union Land
June 29, 2020
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This Fourth of July, Callahan & Associates is celebrating patriotically named credit unions with a look at how they return value to their member-owners.
Navigating Unprecedented Economic Data: The Latest Investment Insights For Credit Unions
June 11, 2020
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Join Jason Haley, managing director of ALM First’s Investment Management Group and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for a discussion about the latest economic and market insights along with investment trends based on 1Q 2020 Performance Data for all U.S. Credit Unions.
How Are Credit Unions Using Excess Liquidity?
Many Americans have been beefing up their savings during the COVID-19 lockdowns. Credit unions are putting those additional funds toward less fortunate members.
2Q 2020 Trendwatch
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
3 Takeaways From Trendwatch 2Q 2020
With second quarter data now available, COVID-19’s impact on industrywide metrics is more apparent. Discover how credit union balance sheets are shifting and other key ...
When Remote Work Becomes Routine
How has the financial audit changed since the beginning of the coronavirus pandemic? Four auditors and two credit unions weigh in.
What’s Happening In Non-Interest Income?
Early data from Callahan & Associates’ new non-interest income tool shows dramatic differences in NII strategy among credit unions.
Economic Outlook Becomes Even Less Certain
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 ...
Macro Overiew And Industry Trends (1Q20)
The longest economic expansionary period in U.S. history has come to an end. What else should credit unions know at first quarter?
Happy Independence Day In Credit Union Land
This Fourth of July, Callahan & Associates is celebrating patriotically named credit unions with a look at how they return value to their member-owners.
Navigating Unprecedented Economic Data: The Latest Investment Insights For Credit Unions
Join Jason Haley, managing director of ALM First's Investment Management Group and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for a ...
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.
Optimism Cools, COVID Remains In Driver’s Seat