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.
Credit Union Asset Quality At Mid-Year 2025
September 15, 2025
No Comments
Delinquencies climbed across loan types in the second quarter, reversing gains made in the first three months of the year.
Agent Credit Card Programs: Structure, Strategy, and Impact
September 10, 2025
No Comments
Join Elan and TRK for a candid conversation about how the agent model can help your credit union grow without overextending resources.
Markets Remain Relatively Immune To Political Headlines, Odds Of September Rate Cut Increase
September 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.
Trust Is Earned And Maintained Through Modern Infrastructure
September 8, 2025
No Comments
Modern check processing strengthens trust, cuts costs, and fights fraud. Credit unions can boost efficiency and member service by replacing outdated systems with secure, real-time infrastructure.
From Approval To Account: 7 Benefits Of Instant Loan Funding
September 8, 2025
No Comments
Instant loan funding is transforming credit union lending — boosting speed, operational efficiency, and member satisfaction while enabling real-time access to capital, anytime, anywhere.
What Credit Unions Need To Know About New 401(k) Rules
August 31, 2025
No Comments
A recent executive orders kickstarted changes to retirement-savings plans. Credit unions can play a role in financial education to make sure members and employees are making the best choices for their personal financial wellness.
Beyond Bill Pay: Using RFP and Real-Time Payments To Deepen Member Relationships
August 27, 2025
No Comments
Join us as we break down how RFP works today, what’s next for this capability on the RTP® network and FedNow® Service, and why credit unions should
Back To School Hits The Wallet
August 25, 2025
No Comments
The cost of returning to the classroom has increased more than 35% in the past decade, putting the pinch on parents and students alike.
How Well Do You Know The Gen Z Economy?
August 25, 2025
No Comments
From TikTok tips to Buy Now Pay Later pitfalls, Gen Z is navigating a complex financial landscape shaped by economic uncertainty, digital innovation, and shifting priorities — test your knowledge of this nuanced generation in this interactive quiz.
How to Compete with Fintechs: A Dupaco Credit Union Success Story
August 13, 2025
No Comments
Join Dupaco Credit Union and MANTL as they share how a modern, omnichannel approach to account opening has transformed Dupaco’s member experience and fueled business
Credit Union Asset Quality At Mid-Year 2025
Delinquencies climbed across loan types in the second quarter, reversing gains made in the first three months of the year.
Agent Credit Card Programs: Structure, Strategy, and Impact
Join Elan and TRK for a candid conversation about how the agent model can help your credit union grow without overextending resources.
Trust Is Earned And Maintained Through Modern Infrastructure
Modern check processing strengthens trust, cuts costs, and fights fraud. Credit unions can boost efficiency and member service by replacing outdated systems with secure, real-time ...
From Approval To Account: 7 Benefits Of Instant Loan Funding
Instant loan funding is transforming credit union lending — boosting speed, operational efficiency, and member satisfaction while enabling real-time access to capital, anytime, anywhere.
What Credit Unions Need To Know About New 401(k) Rules
A recent executive orders kickstarted changes to retirement-savings plans. Credit unions can play a role in financial education to make sure members and employees are ...
Beyond Bill Pay: Using RFP and Real-Time Payments To Deepen Member Relationships
Join us as we break down how RFP works today, what’s next for this capability on the RTP® network and FedNow® Service, and why credit ...
Back To School Hits The Wallet
The cost of returning to the classroom has increased more than 35% in the past decade, putting the pinch on parents and students alike.
How Well Do You Know The Gen Z Economy?
From TikTok tips to Buy Now Pay Later pitfalls, Gen Z is navigating a complex financial landscape shaped by economic uncertainty, digital innovation, and shifting ...
How to Compete with Fintechs: A Dupaco Credit Union Success Story
Join Dupaco Credit Union and MANTL as they share how a modern, omnichannel approach to account opening has transformed Dupaco’s member experience and fueled business
Browse Topics
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.
Industry Intelligence For Credit Union Leaders
Callahan & Associates
Looking for quarterly data coverage, expert analysis, lessons from leading credit unions, and more? Callahan has it covered. Comparing top-level performance and digging into the details has never been easier.
10 Credit Unions That Top The Charts In Member Value
William Hunt
Callahan & Associates spotlights credit unions that return more value to members.
Engagement Is Not A Perk. It Is A Strategy.
A. Jerome Fowlkes
Langley FCU asked what it would take to be a truly exceptional workplace, and it shares four ways to get there.
The Opportunity For Credit Unions In NCUA’s New Succession Planning Rule
Jennie Boden
Make your succession plan strategic and give it ‘teeth’ to reap the benefits of stronger governance and more effective C-suite leadership.
How A Child Savings Account Program Is Shaping Futures In Harbor Beach
Savana Morie
A public-private partnership in Michigan aims to influence opportunities after high school via a child savings account that provides yearly deposits and every reason to imagine what comes after graduation.
Markets Remain Relatively Immune To Political Headlines, Odds Of September Rate Cut Increase