Consulting Engagements

Let Callahan Work for You Credit Union Strategy

Our consultants combine Callahan’s robust data resources, years of industry experience, and a network of more than 50% of the industry to supply your
credit union team with the guidance to develop strategies that are sure to succeed.

We understand that each credit union is unique and each engagement should be tailored accordingly. We offer onsite, web, and phone engagements designed to fit your timeline and budget. Our areas of expertise include industry performance, performance analysis, growth strategies, strategic planning, merger evaluation, lending strategies, and more.

Types of Engagements

Board Education
Callahan’s background in financial performance analysis gives our consultants insights other firms simply don’t have. Kick off your next board meeting or board education session with an industry overview and a deep dive into how your credit union compares against local, statewide, and national credit unions. We can develop a collaborative presentation with high-level industry data combined with granular data reflective of your credit union’s goals and priorities, to give your team the complete picture

Let our experts dive into the data and explain what it all means. This session can be conducted in-person or over the web.

Inquire About Board Education

Available Consultants:

Alix

Alix Patterson

Chip

Chip Filson

Chris

Chris Howard

Jay

Jay Johnson

Jon

Jon Jeffreys

sam-taft

Sam Taft

Katy Slater

Katy Slater

Industry Overview

Lean on Callahan & Associates to provide a data overview during your next executive team meeting, team offsite, or planning session. Callahan will provide a high-level industry overview followed by an analysis of your credit union compared to the peer group of your choice (local, assets, financial, etc).

Callahan & Associates can tailor the conversation to ratios and data points that are in line with your strategic goals.

Book An Industry Overview

Available Consultants:

Alix

Alix Patterson

Chip

Chip Filson

Chris

Chris Howard

Jay

Jay Johnson

Jon

Jon Jeffreys

sam-taft

Sam Taft

Katy Slater

Katy Slater

Strategic Planning
Whether it’s fine-tuning an existing plan or supplying a new approach, Callahan provides a strategic framework that guides analysis, identifies key questions, and drives successful decisions. This process helps us pinpoint the most promising opportunities for your credit union.

Our process begins with a review of prior planning work and a conversation about your priorities. We try to confirm what kind of change your team is seeking from this process. Then we identify the key outcomes expected and our role in helping you achieve them.

During strategic planning sessions, Callahan consultants can:

  • Provide an overview of key industry trends and how your credit union measures up. This presentation can be general to the industry or specific to the credit union’s goals and priorities.
  • Develop an agenda, including topics to be presented and desired outcomes. Agendas typically provide:
    • An education briefing on a key subject.
    • A discussion of a key issue. In this situation, management will have the opportunity to bring a proposal to the board and learn which aspects of the issue the board views necessary to reach a decision.
  • Facilitate the discussion of topics that have been developed for the session. In this situation, the agenda is established, but the group wants an outside resource so that all attendees can participate – instead of asking a director/staff member to lead the session.

Start A Conversation About Strategic Planning

Available Consultants:

Alix

Alix Patterson

Chris

Chris Howard

Jay

Jay Johnson

Jon

Jon Jeffreys

Chip

Chip Filson

Katy Slater

Katy Slater

Tailored Consulting Engagement

At Callahan & Associates we know every credit union is different, and your needs might not fit into one of our standard buckets. That’s okay – we are flexible. Contact us to learn about tailored and customized consulting engagements. We’ve worked with credit unions and suppliers on a variety of engagements, such as:

  • new credit union development
  • product expansion/market analysis
  • merger analysis
  • new product development/business intelligence
  • profitability
  • development of strategic initiatives (pre-strategic planning)

Contact Us

Available Consultants:

Alix

Alix Patterson

Chip

Chip Filson

Chris

Chris Howard

Jay

Jay Johnson

Jon

Jon Jeffreys

sam-taft

Sam Taft

Katy Slater

Katy Slater

Affiliated Companies:
TrustCU CreditUnions.com CUFSLP