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.
4Q19 Trendwatch
February 13, 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 4Q 2019
February 13, 2020
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The decade ends with the three most productive lending quarters in the history of the credit union movement. Plus, more can’t-miss insights from Callahan’s quarterly webinar.
Going For Growth
February 10, 2020
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After a period of rebuilding, Coastal Federal Credit Union posts three record-breaking years.
Volatility Reemerges Amid Geopolitical Concerns And Coronavirus Fears
February 6, 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.
Best Of January 2020
February 4, 2020
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Welcome to the 2020s. Based on January traffic (and our editorial instincts), here are the top articles and blogs that appeared on CreditUnions.com.
Niners Strike Gold: Callahan Bowl XV Predicts San Francisco Over Kansas City
January 28, 2020
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Callahan data confirms another Super Bowl win for the Bay Area.
After Strong 2019, Economists Cautious On 2020 Growth
January 13, 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.
Go Tigers: Callahan Predicts Clemson Over LSU
January 13, 2020
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Credit union performance data likes the Palmetto State school’s chances in the College Football Playoff National Championship.
Credit Union Decade In Review
January 6, 2020
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A decade-long, side-by-side snapshot reveals how the credit union landscape has changed from the tail end of the Great Recession to today.
Industry Trends: Investments (3Q19)
December 30, 2019
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Credit unions continue to prioritize short-term liquidity, apparent in the movement’s investment portfolio.
4Q19 Trendwatch
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
3 Takeaways From Trendwatch 4Q 2019
The decade ends with the three most productive lending quarters in the history of the credit union movement. Plus, more can’t-miss insights from Callahan’s quarterly ...
Going For Growth
After a period of rebuilding, Coastal Federal Credit Union posts three record-breaking years.
Best Of January 2020
Welcome to the 2020s. Based on January traffic (and our editorial instincts), here are the top articles and blogs that appeared on CreditUnions.com.
Niners Strike Gold: Callahan Bowl XV Predicts San Francisco Over Kansas City
Callahan data confirms another Super Bowl win for the Bay Area.
After Strong 2019, Economists Cautious On 2020 Growth
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 ...
Go Tigers: Callahan Predicts Clemson Over LSU
Credit union performance data likes the Palmetto State school’s chances in the College Football Playoff National Championship.
Credit Union Decade In Review
A decade-long, side-by-side snapshot reveals how the credit union landscape has changed from the tail end of the Great Recession to today.
Industry Trends: Investments (3Q19)
Credit unions continue to prioritize short-term liquidity, apparent in the movement's investment portfolio.
Browse Topics
Takeaways From Day 1 Of GAC
Aaron Passman
From new attitudes to new ways of thinking about service delivery, here’s a look at the first day of the industry’s biggest event.
Credit Union Storytelling With A Mission Focus
Marc Rapport
Storytelling drives growth and loyalty at Navy Federal, where real member experiences become narratives that strengthen trust, reinforce value, and build lasting relationships.
How Lake Trust Turns Member Experiences Into Brand Strategy
Savana Morie
From where stories come from to how they’re produced and distributed, Lake Trust shares how authentic member narratives strengthen its brand and show what “positive impact” looks like in action.
How An Internal Storyteller Fuels Member Growth At Navy Federal
Marc Rapport
An expert in user experience turns complex problems and opportunities into narratives that guide leaders toward confident decisions and growth-focused investment.
At Ardent Credit Union, Deposits Are A ‘Slam Dunk’
Aaron Passman
The Philadelphia-area cooperative scores among rate-shopping members with a co-branded certificate that links savings returns to college basketball results.
The Strategic Case For Rethinking Credit Card Issuing
Callahan & Associates
The credit unions that will win the next decade of card growth are those that treat credit cards not as one time product launches but as dynamic ecosystems requiring continuous investment.
What Gen Z Is Really Looking For In A Credit Union
Callahan & Associates
Gen Z’s faith in traditional institutions gives credit unions a rich opportunity to serve as a key source of financial guidance.
What’s Job No. 2?
Aaron Passman
CreditUnions.com is all-in on growth and marketing this week, spotlighting real-world strategies that help cooperatives serve members for life, invest in people, expand their impact, and more.
Community Financial Institutions Need A New Playbook To Combat Scams
Callahan & Associates
Fraud is increasing and becoming more sophisticated – and it’s often not caught until it’s too late.
The Numbers That Matter Most To Credit Unions
Aaron Passman
A look at year-end performance trends reveals how earnings, affordability pressures, and asset quality are redefining the operating environment heading into 2026.
Volatility Reemerges Amid Geopolitical Concerns And Coronavirus Fears