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 Martin Eakes Became The Most Hated Man In America (By Payday Lenders)
November 18, 2019
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The CEO of the Self-Help credit unions uses secondary capital to fight predatory lending and protect financially vulnerable consumers.
Secondary Capital, New HQs, Record Originations
November 18, 2019
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Five can’t-miss data points this week on CreditUnions.com.
What Is The State Of Secondary Capital At U.S. Credit Unions?
November 18, 2019
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Interest in secondary capital is growing, and new strategies, larger loans, and precedent-setting decisions by the NCUA could dramatically change the way credit unions deploy it.
3Q19 Trendwatch
November 13, 2019
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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 3Q 2019
November 13, 2019
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The loan-to-share ratio falls, and other can’t-miss insights from Callahan’s quarterly webinar.
Of Giveback And Growth
November 12, 2019
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Community giveback is one of Michigan State University Federal Credit Union’s strategic initiatives. How much did it give across 2018? How did that help the credit union grow?
Military Credit Unions Lead The Way On Veterans Day
November 11, 2019
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This Veterans Day, see how military credit unions stack up to the industry as a whole.
Fed On Hold
November 7, 2019
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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.
How Does Lending At Your Credit Union Perform Against Peers?
November 7, 2019
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An interactive dashboard by Callahan & Associates offers insight into the loan portfolio of any credit union in the United States.
California Coast And The Living Wage
November 4, 2019
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How the San Diego credit union is implementing a new compensation system and considering the living wage measure.
How Martin Eakes Became The Most Hated Man In America (By Payday Lenders)
The CEO of the Self-Help credit unions uses secondary capital to fight predatory lending and protect financially vulnerable consumers.
Secondary Capital, New HQs, Record Originations
Five can't-miss data points this week on CreditUnions.com.
What Is The State Of Secondary Capital At U.S. Credit Unions?
Interest in secondary capital is growing, and new strategies, larger loans, and precedent-setting decisions by the NCUA could dramatically change the way credit unions deploy ...
3Q19 Trendwatch
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
3 Takeaways from Trendwatch 3Q 2019
The loan-to-share ratio falls, and other can’t-miss insights from Callahan’s quarterly webinar.
Of Giveback And Growth
Community giveback is one of Michigan State University Federal Credit Union’s strategic initiatives. How much did it give across 2018? How did that help the ...
Military Credit Unions Lead The Way On Veterans Day
This Veterans Day, see how military credit unions stack up to the industry as a whole.
How Does Lending At Your Credit Union Perform Against Peers?
An interactive dashboard by Callahan & Associates offers insight into the loan portfolio of any credit union in the United States.
California Coast And The Living Wage
How the San Diego credit union is implementing a new compensation system and considering the living wage measure.
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.
Fed On Hold