C&A Executive Bios

Charles W. "Chip" Filson is an active leader in the credit union industry and a nationally recognized author, speaker and consultant for the credit union movement. As president of Callahan & Associates, Chip counsels many of the nation's largest credit unions.

Chip's expertise is drawn from a quarter century of government, financial institution and business experience. He served as Supervisor of the Illinois Credit Union Division before moving on to hold concurrent positions at the National Credit Union Administration (NCUA) as President of the Central Liquidity Facility (CLF) and Director of the Office of Examinations.

During his tenure at NCUA, Chip played an instrumental role in the deregulation of federal credit unions, the capitalization of the National Credit Union Share Insurance Fund, and the opening of the CLF to all credit unions.

In 1985, Chip co-founded Callahan & Associates, Inc. Under Chip's leadership Callahan has become one of the nation's leading sources of financial information for credit unions.

Chip graduated magna cum laude from Harvard University in 1966 with a degree in government. Awarded a Rhodes Scholarship, he attended Oxford University and earned a degree in Politics, Philosophy and Economics. Chip also holds a masters degree in management from Northwestern University's Kellogg School. He served in the U.S. Navy from 1969 to 1973 with tours of duty on the USS Windham County (LST-1170) and the Naval Supply Depot in Yokosuka, Japan.

Jay Johnson is Executive Vice President with Callahan and focuses on the development and production of the company's financial publications and software applications. Jay rejoined Callahan's in 2001, having previously served as Director of Data Services from 1990 through 1994, a position in which he led the company's financial analysis efforts.

During his time at Callahan, Jay has directed the development of the initial version of the Peer-to-Peer software, as well as the launch of the Quarterly Reports and Technology Survey. He regularly presents credit union trends and best practices in key areas such as delivery channel management, mortgage services and auto lending at regional and national credit union conferences, including CUNA CFO Council, Credit Union Direct Lending and National Association of Community Credit Unions. Jay also leads discussions on strategy and performance analysis with boards and senior management of credit unions across the country.

Jay worked with Wachovia Corporation from 1996 to 2001, serving first as Investments Product Manager in the Treasury Services Division with responsibility for the development and management of the seventh largest sweep program among U.S. banks. He later transferred to the Global Corporate Finance Division, where he participated in the organization of the Financial Services Industry Group.

A native of Phoenix, Jay earned a BBA from Southern Methodist University and an MBA from the Goizueta Business School at Emory University.

Alix Patterson, Vice President of Operations, began her career at Callahan in 1997. Since then, she has led strategic initiatives including the initial development of CreditUnions.com, the Callahan Corporate Associate training program, and her current role in managing the new Callahan Center for Credit Union Leadership. The Center is an umbrella over Callahan's educational programs including consulting, speaking engagements, webinars, and research.

Prior to Callahan, Alix coached women's crew at the University of Michigan during the highly successful 1994-1995 season. She also worked for Tokyo Electric Power Company in their Washington, DC research office. Alix is a true-blue Wolverine, with an undergraduate degree in Japanese and Political Science from the University of Michigan. She also holds a Masters in International Affairs from the School of Advanced International Studies (SAIS) at Johns Hopkins University.

Scott Patterson is Vice President of e-Commerce at Callahan. In this role, he applies his knowledge of technology and business to improve Callahan's internal processes and to assist our credit union clients in the development of their online financial applications. Scott started work in the credit union industry in the mid-1990's assisting in the development of first generation credit union web sites as a part of the Credit Union Online Organizational Link (COOL), a multi-owned credit union service organization (CUSO). In 1999, he was hired by Callahan & Associates to develop the CreditUnions.com industry portal and lead new research initiatives aimed at helping credit unions recognize best practices for their own internet strategy. Under Scott's management, CreditUnions.com has grown to be the industry's largest B2B portal, boasting some 14,000 registered subscribers and over 100,000 users each month. His team is responsible for all site developments including its newest feature, Industry Search, the first search engine for the credit union industry. Scott also manages the Callahan Credit Union Online Survey Consortium, a group of 21 institutions redefining how credit unions deliver member value through online services.

Scott is a graduate of Trinity University in San Antonio, Texas where he received a B.S. in International Business and Economics with a minor in Chinese Language.

Jonathan Jeffreys is Vice President of Callahan Financial Services, a subsidiary of Callahan & Associates that was founded to expand the investment alternatives available to credit unions.

In his role as VP Jon runs CUFSLP, a CUSO owned by 40 of the nations largest and most innovative credit unions. Jon's involvement with the credit union system has been multi-faceted. For CUFSLP, Jon has researched business opportunities ranging from optimizing return on investment from the web-channel, to alternative investments, and credit union owned student lending and title insurance solutions. He is a recognized industry speaker and hosts a series of web-based seminars for credit unions focusing on investments, ALM, financial management, and risk management.

Jon's first role at Callahan Financial Services was as an account representative for the Trust for Credit Unions, a family of credit union owned mutual funds. In this role, Jon has worked with over 200 credit union investors across the country. Through these experiences, Jon has gained expertise in credit union financial performance and decision-making.

Jon has led Callahan's ventures in municipal wireless networks -- working with leading global technology companies, including Intel, Cisco, IBM, and HP, to create marketing solutions for credit unions by leveraging new technologies.

Jon holds a MBA from the Kogod School of Management at American University and a BA from Denison University.