Credit Union Engagements

Let Callahan Work For You

We understand that each credit union is unique and each engagement should be tailored accordingly, so we offer onsite, web, and phone engagements designed to fit your timeline and budget. Our areas of expertise include industry performance, organizational performance analysis, executive briefings, strategic planning, team development, out-of-the box strategic thinking, merger evaluation, lending strategies, and more.

Our consultants combine Callahan’s robust data resources, years of industry experience, and network of the industry’s leading credit union and innovative suppliers to supply your team with the guidance they need to develop strategies that are sure to succeed.

Types of Engagements click for quick jump

Performance & Trend Analysis
Peer-to-Peer Bootcamp
Executive Team / Board Briefing
Strategy Lab
Custom Consulting
Strategic Planning Facilitation
Leadership Team Development


Performance & Trend Analysis

We’ll provide a high-level industry overview, followed by an analysis of your credit union compared to the peer group of your choice (local, asset-based, business model, etc.). This discussion is tailored toward the data and ratios that align with your strategic goals and initiatives.

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Channels: Virtual, In Person


Peer-to-Peer Bootcamp

Our Peer-to-Peer Bootcamp Consultants will work with you to design a custom one or two-day Bootcamp session and administer the course at your credit union. Our team will curate the lessons to fit your goals.

Peer-to-Peer Bootcamp is an immersive, hands-on course that accelerates your team’s understanding of the power of Callahan’s Peer-to-Peer and how performance benchmarking can move your organization forward. Not only will you learn how to use the benchmarking tools more efficiently with our tips, tricks, and shortcuts, the class exercises allow you to customize Peer-to-Peer to create meaningful and actionable insights. After completing Bootcamp, your team will be better equipped to perform data analysis crucial to your credit union’s success.

Schedule A Bootcamp

Channels: Virtual, In Person


Executive Team / Board Briefing

Callahan’s rich background in the credit union industry and financial performance analysis gives our consultants insights other firms simply don’t have. Kick off your next board meeting, board education session, or executive team retreat with an industry overview and deep dive into how your credit union compares to local, statewide, and national credit unions. We can develop a customized presentation combining industry trend data with granular organizational data to provide your team full visibility into the competitive landscape. The presentation will align with your credit union’s goals and priorities.

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Channels: Virtual, In-Person


Strategy Lab

Strategy Lab is designed specifically to help credit union leadership teams take a step back from the day-to-day and focus on issues of strategic importance. What forces are changing the credit union marketplace and how will these impact your business in the future? Callahan’s Strategy Lab facilitates this half-day strategic conversation at your credit union. You pick the topics that are most important to your credit union based on your long-term goals and unique member needs. Callahan comes to you with the context and expertise needed to get your team thinking, talking, and acting strategically… as a team.

Explore Our Expertly Designed Tracks


Custom Consulting

Every credit union is different, and your consulting needs might not fit into one of our standard offerings. That’s okay – we are flexible. Contact us to learn about tailored and customized consulting engagements. Our expertise in the credit union industry is expansive. Here are just a few of the topics we’ve helped with credit unions with:

Product expansion/market analysis
Merger analysis
Succession planning
New product development/business intelligence
Profitability drivers
Development of strategic initiatives (pre-strategic planning)

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Strategic Planning Facilitation

Whether it’s fine-tuning an existing plan or creating a new approach, Callahan provides a strategic framework that guides your organization through all the necessary steps to create a robust and actionable strategic plan. Through the process, we help your team ask better questions to pinpoint the most promising opportunities and drive successful outcomes.

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Channel: In-Person


Leadership Team Development

Callahan’s first Leadership Team Development offering, Disruptive Strategy with Clayton Christensen, is a groundbreaking course offered in collaboration with HBX, Harvard Business School’s innovative online learning initiative. Key learnings include how to avoid disruption, create new growth opportunities, and adopt a common language for framing problems and creating solutions.

Callahan uniquely offers credit union specific, interactive web meetings through the multi-week engagement, making broader concepts immeasurably valuable for credit union leadership teams.

Key Benefits & Differentiators Of Leadership Team Development

Channel: Combination of online and in-person

Affiliated Companies:
TrustCU CreditUnions.com CUFSLP