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Cooperative Thought Leadership
Driving Credit Union Prosperity
CALLAHAN & ASSOCIATES was founded in
 1985 to assist credit unions in developing
   their unique competitive advantages.
A leading consulting, research, and data analysis firm, Callahan works
with 4,000+ credit unions and industry suppliers nationwide to provide
  insight and solutions that help drive credit unions toward success.
CALLAHAN commands the attention and
participation of credit union thought leaders through
their thoughtful analysis of data, respect of the
community, and willingness to state a position for the
greater good.
                                   Elizabeth Lipke, Bourns Employees FCU, CEO
CALLAHAN MEDIA EQUIPS YOUR EXECUTIVE TEAM WITH THE LATEST CREDIT UNION UPDATES.
Learn WHAT’S HAPPENING in the industry. And WHAT YOU CAN DO about it. WHY IT’S IMPORTANT.
FINANCIAL PERFORMANCE ANALYTICS FOR CREDIT UNIONS




NEW CLOUD EDITION
FAST, POWERFUL,
CONVENIENT
It is far too easy to turn a blind eye to what is happening beyond
our walls. The information, opinions, resources, and insights you
provide…is vitally important to us “out here”. None of us has all
the right/best ideas. Reading what others are working on and have
tried and seeing their success opens up a good conversation here. It
stretches us and challenges us.


                                                   Jim Johnson, CEO
                                                   Three Rivers Federal Credit Union
CUSTOMIZE AND EXPORT HUNDREDS OF CHARTS AND GRAPHS
   FOR YOUR NEXT BOARD OR STRATEGIC PLANNING MEETING.
CALLAHAN LEADERSHIP PROGRAM




              COLLABORATE WITH THE INDUSTRY
              AND LEARN DIRECTLY FROM YOUR PEERS

CALLAHAN WEBINARS OFFER INSIGHT AND STRATEGY FROM CREDIT UNION PRESENTERS. TOPICS COVERED IN 2012:


EMPLOYEE TRAINING & DEVELOPMENT | LOAN GROWTH
STRATEGIES | ORGANIZATIONAL EFFICIENCIES | SALES
CULTURE | UNIQUE LENDING PROGRAM
WHERE DO YOU STAND IN THE INDUSTRY?




           PROFILE | ROM RANKINGs | PERCENTILE RANKINGS | 5300 | SCORECARD |
TECHNOLOGY PARTNERS | 2 YEAR REPORT | SUMMARY COMPARISON | TECHNOLOGY SERVICES OFFERED
CALLAHAN LEADERSHIP PROGRAM




DRIVE THE CONVERSATION
CALLAHAN ROUNDTABLES provide credit unions an open forum to discuss
the challenges and opportunities they are currently facing. Unlike a
conference break-out session, roundtable attendees drive the discussion


    UPCOMING ROUNDTABLES BY CREDIT UNION ROLE:

    CFO ROUNDTABLES                  CMO ROUNDTABLES
    April 24    Boston               October 22   Chicago
    July 11     Minneapolis
    August 21   Seattle              BRANCHING ROUNDTABLES
                                     March 19     Philadelphia
    CLO ROUNDTABLES                  March 21     San Francisco
    May 10      Washington D.C.
    Sept. 10     Phoenix
BUILDING A CREDIT UNION NETWORK COAST TO COAST
IT’S SIMPLE.
DOWNLOAD THE ONLY COMPLETE CREDIT UNION INDUSTRY APP.




                                IN THE IPHONE APP STORE
CALLAHAN LEADERSHIP PROGRAM




COLLABORATE WITH CALLAHAN THOUGHT LEADERS
CALLAHAN THOUGHT LEADERS are among the best in the industry, and they stand ready to help moderate your strategic
planning and board planning needs.



 OUR TEAM SPECIALIZED IN:

 Strategic Planning | New Product Development | Credit Union Investing | CUSO
 Development | Credit Union Strategy and Performance | Economic Insight for the
 Credit Union Industry | Proven Credit Union Strategies | Credit Union Partner Insights
 | Credit Union Analytics | Student Lending
The Callahan Leadership Program makes me more
successful and knowledgeable, not just at finance, but
in all facets of the industry.

                              Gail Wean, CFO, Grow Financial Federal Credit Union

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Gac slide show

  • 1. Cooperative Thought Leadership Driving Credit Union Prosperity
  • 2. CALLAHAN & ASSOCIATES was founded in 1985 to assist credit unions in developing their unique competitive advantages. A leading consulting, research, and data analysis firm, Callahan works with 4,000+ credit unions and industry suppliers nationwide to provide insight and solutions that help drive credit unions toward success.
  • 3. CALLAHAN commands the attention and participation of credit union thought leaders through their thoughtful analysis of data, respect of the community, and willingness to state a position for the greater good. Elizabeth Lipke, Bourns Employees FCU, CEO
  • 4. CALLAHAN MEDIA EQUIPS YOUR EXECUTIVE TEAM WITH THE LATEST CREDIT UNION UPDATES. Learn WHAT’S HAPPENING in the industry. And WHAT YOU CAN DO about it. WHY IT’S IMPORTANT.
  • 5. FINANCIAL PERFORMANCE ANALYTICS FOR CREDIT UNIONS NEW CLOUD EDITION FAST, POWERFUL, CONVENIENT
  • 6. It is far too easy to turn a blind eye to what is happening beyond our walls. The information, opinions, resources, and insights you provide…is vitally important to us “out here”. None of us has all the right/best ideas. Reading what others are working on and have tried and seeing their success opens up a good conversation here. It stretches us and challenges us. Jim Johnson, CEO Three Rivers Federal Credit Union
  • 7. CUSTOMIZE AND EXPORT HUNDREDS OF CHARTS AND GRAPHS FOR YOUR NEXT BOARD OR STRATEGIC PLANNING MEETING.
  • 8. CALLAHAN LEADERSHIP PROGRAM COLLABORATE WITH THE INDUSTRY AND LEARN DIRECTLY FROM YOUR PEERS CALLAHAN WEBINARS OFFER INSIGHT AND STRATEGY FROM CREDIT UNION PRESENTERS. TOPICS COVERED IN 2012: EMPLOYEE TRAINING & DEVELOPMENT | LOAN GROWTH STRATEGIES | ORGANIZATIONAL EFFICIENCIES | SALES CULTURE | UNIQUE LENDING PROGRAM
  • 9. WHERE DO YOU STAND IN THE INDUSTRY? PROFILE | ROM RANKINGs | PERCENTILE RANKINGS | 5300 | SCORECARD | TECHNOLOGY PARTNERS | 2 YEAR REPORT | SUMMARY COMPARISON | TECHNOLOGY SERVICES OFFERED
  • 10. CALLAHAN LEADERSHIP PROGRAM DRIVE THE CONVERSATION CALLAHAN ROUNDTABLES provide credit unions an open forum to discuss the challenges and opportunities they are currently facing. Unlike a conference break-out session, roundtable attendees drive the discussion UPCOMING ROUNDTABLES BY CREDIT UNION ROLE: CFO ROUNDTABLES CMO ROUNDTABLES April 24 Boston October 22 Chicago July 11 Minneapolis August 21 Seattle BRANCHING ROUNDTABLES March 19 Philadelphia CLO ROUNDTABLES March 21 San Francisco May 10 Washington D.C. Sept. 10 Phoenix
  • 11. BUILDING A CREDIT UNION NETWORK COAST TO COAST
  • 12. IT’S SIMPLE. DOWNLOAD THE ONLY COMPLETE CREDIT UNION INDUSTRY APP. IN THE IPHONE APP STORE
  • 13. CALLAHAN LEADERSHIP PROGRAM COLLABORATE WITH CALLAHAN THOUGHT LEADERS CALLAHAN THOUGHT LEADERS are among the best in the industry, and they stand ready to help moderate your strategic planning and board planning needs. OUR TEAM SPECIALIZED IN: Strategic Planning | New Product Development | Credit Union Investing | CUSO Development | Credit Union Strategy and Performance | Economic Insight for the Credit Union Industry | Proven Credit Union Strategies | Credit Union Partner Insights | Credit Union Analytics | Student Lending
  • 14. The Callahan Leadership Program makes me more successful and knowledgeable, not just at finance, but in all facets of the industry. Gail Wean, CFO, Grow Financial Federal Credit Union