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.
A Distinguished Performance Model
April 7, 2017
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Credit unions need to evaluate financial performance results using not-for-profit parameters and a cooperative lens.
Measuring The Cooperative Difference
April 7, 2017
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A new way of looking at data helps leaders look beyond traditional definitions of success.
Pentagon FCU, PACE CU, and Burbank City Employees Place #1 in Callahan’s Return of the Member Index
April 7, 2017
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Credit unions today are constantly striving to improve their member service, whether it’s through new savings options, competitive loan rates or a wider variety of services. To help gauge the credit union movement’s constant progress, Callahan & Associates created the Return of the Member (ROM) Index.
Pants On Fire
April 6, 2017
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Fed officials can no longer deny they consider the markets when deciding monetary policy.
2017 Executive Priorities At-A-Glance
March 31, 2017
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Feedback from Callahan’s annual Executive Outlook Survey highlights industry goals for 2017.
The Future Of Consumer Credit
March 31, 2017
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Growth in consumer credit has sparked concern about credit quality. How will credit unions know when it’s really time to worry?
Credit Unions Everywhere Live The “Members First” Motto
March 31, 2017
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When employees prioritize what is best for the member, they demonstrate the cooperative difference.
A Fruitful Year For Which To Cheer
March 31, 2017
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Impressive financials, member service, and innovative strategies — there’s a lot to celebrate in the credit union movement.
State In The Spotlight: Wyoming
March 31, 2017
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Wyoming credit unions are all about growth. These credit unions have posted some of the strongest growth rates of any state in the nation, and it appears more and more Wyomingites are selecting credit unions to be their primary financial institutions.
Turning A Deaf Ear To The Fed
March 30, 2017
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Does the Fed still matter to bond traders?
A Distinguished Performance Model
Credit unions need to evaluate financial performance results using not-for-profit parameters and a cooperative lens.
Measuring The Cooperative Difference
A new way of looking at data helps leaders look beyond traditional definitions of success.
Pentagon FCU, PACE CU, and Burbank City Employees Place #1 in Callahan’s Return of the Member Index
Credit unions today are constantly striving to improve their member service, whether it's through new savings options, competitive loan rates or a wider variety of ...
2017 Executive Priorities At-A-Glance
Feedback from Callahan’s annual Executive Outlook Survey highlights industry goals for 2017.
The Future Of Consumer Credit
Growth in consumer credit has sparked concern about credit quality. How will credit unions know when it’s really time to worry?
Credit Unions Everywhere Live The “Members First” Motto
When employees prioritize what is best for the member, they demonstrate the cooperative difference.
A Fruitful Year For Which To Cheer
Impressive financials, member service, and innovative strategies — there’s a lot to celebrate in the credit union movement.
State In The Spotlight: Wyoming
Wyoming credit unions are all about growth. These credit unions have posted some of the strongest growth rates of any state in the nation, and ...
Turning A Deaf Ear To The Fed
Does the Fed still matter to bond traders?
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?
Pants On Fire