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.
Members Are On The Move. Credit Unions Are Here For Them.
December 8, 2025
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Accelerating membership growth signals the increasing influence of credit unions amid evolving interest rate trends and economic challenges.
3 Ways Falling Rates Are Poised To Impact Credit Union Balance Sheets
December 8, 2025
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Falling interest rates are changing the game for credit unions. Explore how potential shifts in lending, savings, and margins are set to affect the bottom line.
Credit Unions Steady The Wheel In A Wobbly Year
November 24, 2025
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Third quarter performance data is a reminder that credit unions perform best when conditions are hardest.
Trendwatch 3Q25
November 18, 2025
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Join Callahan and guests as we breakdown credit union trends in 3Q25
Forward Guidance Less Clear After October Rate Cut
November 18, 2025
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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.
CreditUnions.com Top Picks For 2025
November 17, 2025
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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
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Despite economic uncertainty, credit unions and their members are displaying resilience through methodical improvement.
How 2 Marketing Teams Organize For Impact
November 10, 2025
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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.
CECL Common Challenges
November 5, 2025
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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
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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.
Members Are On The Move. Credit Unions Are Here For Them.
Accelerating membership growth signals the increasing influence of credit unions amid evolving interest rate trends and economic challenges.
3 Ways Falling Rates Are Poised To Impact Credit Union Balance Sheets
Falling interest rates are changing the game for credit unions. Explore how potential shifts in lending, savings, and margins are set to affect the bottom ...
Credit Unions Steady The Wheel In A Wobbly Year
Third quarter performance data is a reminder that credit unions perform best when conditions are hardest.
Trendwatch 3Q25
Join Callahan and guests as we breakdown credit union trends in 3Q25
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.
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.
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.
Forward Guidance Less Clear After October Rate Cut