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

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