Credit Union Supplier Engagements

Callahan Can Help You Reach Credit Unions

Whether you are just entering the credit union market place, or you’ve been in the industry for 30 years like Callahan & Associates, we can help you develop an understanding and strategy to reach credit union executives. From training your sales team to speak “credit union” to engaging your clients with a keynote speech or impactful breakout session at your upcoming conference, Callahan has you covered. We understand your business and needs are unique and each engagement should be tailored accordingly. We offer onsite, web, and phone engagements designed to fit your timeline and budget.

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

Industry Overview & Credit Unions 101
Sales Summit
Executive/Board Briefing
Conference Speech
Strategy Lab
Custom Consulting
Strategic Planning Facilitation


Industry Overview & Credit Unions 101

Callahan knows credit unions, and we can help your organization know them better too. Whether your organization is new to the credit union industry, looking to expand into a new market segment, or simply wants to provide your sales team a refresher, we provide the high-level industry overview and tailored analysis you need to truly understand the credit union market. Callahan supplies the business intel you need to successfully respond to your credit union partners and grow your business.

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Sales Summit

Our Sales Summit Consultants work with you to design a custom one or two-day session and administer the course at your location. Our team curates the lessons to fit your organization’s goals.

Our Sales Summit is an immersive, hands-on course that accelerates your teams understanding of the power of Peer-to-Peer and how to use the tools to better understand your target market and sales prospects. Not only do 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 Summit, your team will be better equipped to perform data analysis crucial to understanding and targeting the credit union market.

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Executive/Board Briefing

Callahan’s extensive 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 education session, executive team retreat or sales team training with an industry overview and a deep dive into how credit unions are performing on local, state, and national levels. We’ll develop a customized presentation combining industry and individual credit union data to provide your team full visibility into its prospecting opportunities.

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Conference Speech

Callahan’s consultants are considered some of the brightest minds in the industry, and we have an unparalleled reputation for delivering comprehensive, data-based insights during every speaking engagement. Whether it’s a keynote speech to get credit union executives excited about the opportunities available through the credit union charter or a workshop-style session to engage participants and stimulate discussion, our speakers energize audiences large and small.

Common Speech Topics:
Industry Overview
The Credit Union Of The Future
Cooperative Principles
Strategy Development
Big Data

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Strategy Lab

Strategy Lab is designed specifically to help your 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 onsite at your organization. You pick the topics most important to your company based on your long-term goals and unique competitive environment. Callahan comes to you with the context and expertise needed to get your team thinking, talking, and acting strategically… as a team.

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Custom Consulting

We know every organization 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 that meet your unique needs.

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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. Throughout the process, we help your team ask better questions that pinpoint the most promising opportunities and drive successful outcomes for your organization.

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Affiliated Companies:
TrustCU CreditUnions.com CUFSLP