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.
Guidance For Credit Unions Providing Medicare And ACA To Senior Members
October 27, 2025
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Healthcare coverage and education is a natural extension of the service and advocacy credit unions already provide.
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.
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.
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.
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?
The U.S. Economy Is On Firmer Footing Than Expected