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
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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
MSUFCU Turns A Break In Payments Into A Member Experience Moment
Aaron Passman
The Michigan cooperative keeps everyday payments working and members happy by using a common friction point to build brand loyalty.
Insights From The Outside: Don Rositano
Marc Rapport
How a former Sam’s Club finance leader adapted his member-first mindset to a not-for-profit credit union.
What’s In A Name: Vice President Of History And Culture
Aaron Passman
How a unique role instills SchoolsFirst FCU’s future leaders with an appreciation for its past.
Growth Is A Mindset, But Success Is In The Contract
Callahan & Associates
Arriba Advisors co-founder Tom Russell explores how credit unions can bridge the gap between a growth mindset and their technical reality.
Fraud Is Faster, Smarter, And Harder To Stop. Here’s How To.
Callahan & Associates
RKL offers insight, expertise, and experience to help fight off growing threats.
The Numbers Are Good. The Moment Is Hard.
William Hunt
Members are anxious about their financial futures, even as credit unions remain financially strong. Institutions that respond to this moment can make 2026 a turning point.
Wages Are Growing. Wallets Are Not.
Sherry Virden
Global events are flowing directly into household budgets, reshaping how credit union members save, borrow, and cope. Such trends don’t always show up in headline data.
Credit Unions Are Having A Margin Moment
Tony Waltrich
Credit unions are benefiting from a rare margin advantage as loans reprice slower than deposits. The question now is how institutions will use that strength to better serve members.
Where Have All The Members Gone?
Omar Shalabi
Membership growth is slowing, but financial activity is not. What does the modern financial relationship look like?
5 Takeaways From First Quarter Credit Union Performance Data
William Hunt
Inflation, war, and uncertain futures have reshaped members’ needs in 2026. What does credit union performance data from the first quarter of 2026 say about household budgets, inflation pressures, and more?
2026 Begins With Market Sentiment Similar To 2025