Financial Performance

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 behind the scenes fixes into front line — and bottom-line — wins.

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Features

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 behind ...

No More Paper Losses –A Modern Investment Approach for Credit Unions

Join Elite Capital Management Group for a strategic session on how Structured Protection can deliver equity participation with defined downside protection.
Industry Insights

Quarterly Market Snapshot And Two-Year Financial Statement

Quarterly performance reports from Callahan & Associates highlight important metrics from across the credit union industry. Comparing top-level performance and digging into the financial statement ...
Blogs

How Asset Size Shapes Credit Union Performance Across 3 Metrics

Explore how credit union size influences growth, lending, and efficiency.
Blogs

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.
Blogs

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 ...

Trendwatch 3Q25

Join Callahan and guests as we breakdown credit union trends in 3Q25
Blogs

Forward Guidance Less Clear After October Rate Cut

Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Blogs

5 Takeaways From Trendwatch

Despite economic uncertainty, credit unions and their members are displaying resilience through methodical improvement.
Blogs

Don’t Wait For Data. FirstLook Analysis Is Available Today.

Callahan & Associates provides an early look at quarterly performance results. Sneak a peek at the latest trends here.
What’s In A Name: Chief Efficiency Officer

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 behind the scenes fixes into front line — and bottom-line — wins.

Read More »
Jim Morrell, Peninsula Community FCU

Jim Morrell On Leadership

The CEO of Peninsula Community Federal Credit Union highlights how active listening and lessons from the basket ball court shape a culture of inclusive banking that serves members and employees.

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