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.
Can Credit Union Performance Data Predict A World Series Victory?
October 22, 2025
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When the postseason heats up, Callanan lets credit union balance sheets take a swing at the 2025 fall classic.
Proven Relationships. Trusted Protection.
October 20, 2025
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Credit unions nationwide view State National as a partner committed to protecting institutions, members, and missions.
Credit Union Mergers Are On The Rise
October 20, 2025
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Credit union mergers are poised to grow year-over-year for the first time in four years. The aggregate assets of merged institutions is projected to reach $11.6 billion.
More Than “Meeting Needs:” Redefining Trust In A Digital Lending World
October 20, 2025
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Members want more than fast approvals; they want peace of mind. Credit unions can deliver both through integrated payment protection solutions.
The U.S. Economy Is On Firmer Footing Than Expected
October 15, 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.
Midwestern Credit Unions Break New Ground With Auto Loans
October 13, 2025
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Blaze, Consumers, and Interra credit unions pioneer a new path to liquidity under the guidance of Alloya Corporate.
Credit Union Impact By The Numbers
October 13, 2025
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Lending, savings, community support, and more. Cooperatives unite to create lasting prosperity.
Navigating Loan Servicing Compliance: A Smarter Path For Credit Unions
October 6, 2025
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Credit unions can simplify compliance, reduce risk, and enhance member trust by rethinking loan servicing with outsourced solutions designed to keep pace with evolving regulations.
Eliminate Console Chaos: Smarter Check Fraud Mitigation For Credit Unions
October 6, 2025
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Centralized fraud prevention helps credit unions fight evolving check fraud while streamlining operations and safeguarding members.
Credit Union Performance Benchmarking Trends
October 2, 2025
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Come watch Callahan’s industry analytic experts explore how aspirational peer groups are being used in practice — and how you can apply the same methodology to meet your organization’s needs.
Can Credit Union Performance Data Predict A World Series Victory?
When the postseason heats up, Callanan lets credit union balance sheets take a swing at the 2025 fall classic.
Proven Relationships. Trusted Protection.
Credit unions nationwide view State National as a partner committed to protecting institutions, members, and missions.
Credit Union Mergers Are On The Rise
Credit union mergers are poised to grow year-over-year for the first time in four years. The aggregate assets of merged institutions is projected to reach ...
More Than “Meeting Needs:” Redefining Trust In A Digital Lending World
Members want more than fast approvals; they want peace of mind. Credit unions can deliver both through integrated payment protection solutions.
Midwestern Credit Unions Break New Ground With Auto Loans
Blaze, Consumers, and Interra credit unions pioneer a new path to liquidity under the guidance of Alloya Corporate.
Credit Union Impact By The Numbers
Lending, savings, community support, and more. Cooperatives unite to create lasting prosperity.
Navigating Loan Servicing Compliance: A Smarter Path For Credit Unions
Credit unions can simplify compliance, reduce risk, and enhance member trust by rethinking loan servicing with outsourced solutions designed to keep pace with evolving regulations.
Eliminate Console Chaos: Smarter Check Fraud Mitigation For Credit Unions
Centralized fraud prevention helps credit unions fight evolving check fraud while streamlining operations and safeguarding members.
Credit Union Performance Benchmarking Trends
Come watch Callahan’s industry analytic experts explore how aspirational peer groups are being used in practice — and how you can apply the same methodology ...
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.
The U.S. Economy Is On Firmer Footing Than Expected