CREDIT UNION CONSULTING

Callahan Knows Credit Unions

Each organization faces unique challenges. We tailor each engagement accordingly.

We believe in the power of strategic discussion and the role it can play in our industry. As we navigate our daily tasks, we cannot let strategic conversations fall to the side.

Our consulting team has more than 175 years of credit union experience collectively. We are equipped to help credit unions effectively create, refine, and accelerate their strategies, visions, and goals. Whether fine-tuning an existing plan or creating a new approach, Callahan consultants will guide your organization through the necessary steps to create an actionable and effective strategic plan.

150+

# of credit unions we engage with annually

$49M – $10B

Clients ranging in assets

31+

States reached from Florida to Alaska

Strategy never stops. Credit union leaders are tasked with making important judgement calls every day, but rapidly evolving consumer needs and changing economic realities mean one question can’t be overlooked.

What Comes Next?

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Types Of Engagements

Credit union leadership teams and boards face unprecedented challenges, and strategic planning has never been more important. Stepping back from the day-to-day to focus on the future is critical for long-term sustainability.

Callahan helps credit unions of all sizes with engagements tailored to fit your needs. All sessions can be held virtually or in-person, depending on the need and operations of your team. You can review our offerings below and contact us to discuss how Callahan can help your credit union meet its strategic goals.

Strategy Briefings

A 90-minute virtual session for your board and/or leadership team

Outcomes:

Insight into macroeconomic indicators.
Credit union industry financial performance.
Performance benchmarking compared with peers of your choice.

Strategy Workshops

Half-day interactive sessions covering a specific topic for your leadership team

Strategy Planning

1-2 days with your board and/or leadership team

Outcomes:

Leverage expert perspectives around your team’s strategic questions.
Generate discussion for the organization’s path forward.
Gain concrete examples of credit unions delivering. impact to their members and communities.
Achieve alignment around your key objectives.
Identify and employ your organizations key value components to generate growth.

Let Callahan Help With Your Team’s Plan for the Future

Whether for the short-term, long-haul, or anything in between, Callahan is here to help your team work through important strategic issues. Fill out the form to talk to us about our consulting solutions.

“Callahan Answers”
Video Series

Each of our consultants has the experience and expertise to help your organization thrive. In fact, you may have seen them onstage at an industry event or read one of their thought leadership articles. Here you can hear them answer important questions relevant to the industry.

Our Consultants

Our consultants have more than 175 years of combined experience in the credit union industry. Click below to learn more about team and request a conversation.