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.
Trendwatch 3Q25
November 18, 2025
No Comments
Join Callahan and guests as we breakdown credit union trends in 3Q25
Forward Guidance Less Clear After October Rate Cut
November 18, 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.
JetStream FCU Turns CDFI Funding Into Lifelines After Hurricane Maria
November 17, 2025
No Comments
A pair of CDFI grants allowed the Florida-based credit union to help members restart their lives on the island or relocate to the United States.
CreditUnions.com Top Picks For 2025
November 17, 2025
No Comments
The editorial team at Callahan & Associates weighs in on stories that defined 2025 through actionable strategies, meaningful insights, and perspectives that continue to influence the cooperative movement.
5 Takeaways From Trendwatch 3Q25
November 11, 2025
No Comments
Despite economic uncertainty, credit unions and their members are displaying resilience through methodical improvement.
How 2 Marketing Teams Organize For Impact
November 10, 2025
No Comments
The organizational structures for the marketing teams at 3Rivers FCU and Leaders Credit Union couldn’t be more different, but they share a common goal.
Affordable Housing Isn’t About Business. It’s About People.
November 10, 2025
No Comments
NOLA Firemen’s FCU helps members qualify for a mortgage in a state where poverty is high and insurance premiums are keeping many would-be borrowers out of a home.
CECL Common Challenges
November 5, 2025
No Comments
Join Empyrean as they break down the most pressing CECL pain points — what frustrates bankers, what auditors scrutinize, and what regulators are asking.
Wright-Patt Turns Purpose Into Property For First-Time Homebuyers
October 27, 2025
No Comments
The Ohio credit union’s Sunshine Community Fund is backing new homes in Dayton, combining financial support, education, and cross-team collaboration to empower first-time buyers.
Guidance For Credit Unions Providing Medicare And ACA To Senior Members
October 27, 2025
No Comments
Healthcare coverage and education is a natural extension of the service and advocacy credit unions already provide.
Trendwatch 3Q25
Join Callahan and guests as we breakdown credit union trends in 3Q25
JetStream FCU Turns CDFI Funding Into Lifelines After Hurricane Maria
A pair of CDFI grants allowed the Florida-based credit union to help members restart their lives on the island or relocate to the United States.
CreditUnions.com Top Picks For 2025
The editorial team at Callahan & Associates weighs in on stories that defined 2025 through actionable strategies, meaningful insights, and perspectives that continue to influence ...
5 Takeaways From Trendwatch 3Q25
Despite economic uncertainty, credit unions and their members are displaying resilience through methodical improvement.
How 2 Marketing Teams Organize For Impact
The organizational structures for the marketing teams at 3Rivers FCU and Leaders Credit Union couldn’t be more different, but they share a common goal.
Affordable Housing Isn’t About Business. It’s About People.
NOLA Firemen’s FCU helps members qualify for a mortgage in a state where poverty is high and insurance premiums are keeping many would-be borrowers out ...
CECL Common Challenges
Join Empyrean as they break down the most pressing CECL pain points — what frustrates bankers, what auditors scrutinize, and what regulators are asking.
Wright-Patt Turns Purpose Into Property For First-Time Homebuyers
The Ohio credit union’s Sunshine Community Fund is backing new homes in Dayton, combining financial support, education, and cross-team collaboration to empower first-time buyers.
Guidance For Credit Unions Providing Medicare And ACA To Senior Members
Healthcare coverage and education is a natural extension of the service and advocacy credit unions already provide.
Browse Topics
6 Credit Union Executive Priorities For 2026
Jay Johnson
Credit union leaders want to know where peers are placing their focus. These six priorities reflect how leadership teams are responding to change with intention and clarity.
What’s Next For Credit Union Earnings?
Omar Shalabi
As margin support begins to fade, earnings performance is becoming more sensitive to revenue mix and harder to interpret through public reporting alone.
The Great Wealth Transfer Is Also A Relationship Transfer
Savana Morie
Harvard FCU combines digital estate planning with human financial guidance to support positive, proactive wealth transfer across generations.
The Lending Lag Is Real, And Here’s What Smaller Credit Unions Can Do About It
Callahan & Associates
Discover how small to midsize credit unions can weather the economic headwinds hitting their communities right now.
Fresh Risks For Financial Markets
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
What’s In A Name: AVP Of Member Insights
Aaron Passman
At Service Credit Union, Dave Widener connects data, strategy, and culture to shape better outcomes for members.
At Cardinal Credit Union, Small Investments Offer Big Financial Lessons
Aaron Passman
The Ohio-based cooperative has partnered with a fintech to offer fractional investing as part of its financial education curriculum in local schools.
How Compensation Blind Spots Impact CEO Retention And Succession
Callahan & Associates
Seven questions credit union board members should ask to ensure alignment on executive benefit plan goals.
What Makes Good AI Policy? Start With Curiosity And Accountability.
Marc Rapport
As credit unions move from experimentation to adoption, leaders offer firsthand knowledge on what separates weak policies from strong ones that actually work.
Governance And Guardrails Help Credit Unions Navigate AI
Aaron Passman
How Members Cooperative focuses on structure, oversight, and clear expectations to ensure AI supports, not undermines, long term strategy.
Forward Guidance Less Clear After October Rate Cut