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.
What Was Once A Safe Corner Of Credit Union Portfolios Is Now A Source Of Pain
January 12, 2026
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Structured protection strategies provide potentially higher long-term total returns than bonds while muting the volatility and downside risk traditionally associated with equities.
2026 Begins With Market Sentiment Similar To 2025
January 9, 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.
How AI Is Shaping HR For The Next Era
January 5, 2026
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Four executives share how they are skilling up and soothing nerves as they navigate the AI revolution in real time.
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.
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
No Comments
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
No Comments
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
No Comments
Explore how credit union size influences growth, lending, and efficiency.
What Was Once A Safe Corner Of Credit Union Portfolios Is Now A Source Of Pain
Structured protection strategies provide potentially higher long-term total returns than bonds while muting the volatility and downside risk traditionally associated with equities.
How AI Is Shaping HR For The Next Era
Four executives share how they are skilling up and soothing nerves as they navigate the AI revolution in real time.
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.
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 ...
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.
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.
Browse Topics
The Merchant Services Advantage For Credit Unions
Callahan & Associates
Payment capabilities increasingly shape how business owners evaluate their primary financial institution
Coffee And A Smile? Not Good Enough.
Aaron Passman
Coffee and a smile still matter — they’re just not enough. That’s why credit unions are redefining member experience across digital, data, and the entire organization.
6 Takes On Today’s Member Experience: Andre Vygnansk
Marc Rapport
The CXO of OUR Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
Don’t Wait For Data. FirstLook Analysis Is Available Today.
Callahan & Associates
Callahan & Associates provides an early look at quarterly performance results. Sneak a peek at the latest trends here.
6 Takes On Today’s Member Experience: Stacy Armijo
Marc Rapport
The CXO of Amplify Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Inna Sprague
Marc Rapport
The CXO of Teachers FCU talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
Closing The “Confidence Gap:” Using Segmentation To Deepen Member Loyalty
Callahan & Associates
Credit unions can’t deepen loyalty with a one-size-fits-all experience. Life-stage segmentation helps institutions build relevance, confidence, and trust.
6 Takes On Today’s Member Experience: Kim Riley
Marc Rapport
The CXO of Wright-Patt Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
When Everyone Owns The Member Experience, No One Does
Marc Rapport
Shared ownership can quietly fracture a member journey. FORUM Credit Union leans on clear accountability to keep channels aligned.
6 Takes On Today’s Member Experience
Marc Rapport
Member experience leaders talk about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
2026 Begins With Market Sentiment Similar To 2025