Cooperative Thought Leadership

Driving Credit Union Prosperity

CALLAHAN & ASSOCIATES was founded in

1985 to assist credit unions in developing

their unique competitive advantages.

A leading consulting, research, and data analysis firm, Callahan works

with 4,000+ credit unions and industry suppliers nationwide to provide insight and solutions that help drive credit unions

toward success.

CALLAHAN commands the attention and

participation of credit union thought

leaders through their thoughtful analysis of

data, respect of the community, and willingness

to state a position for the greater good.

Elizabeth Lipke, Bourns Employees FCU, CEO

Learn WHAT’S HAPPENING in the industry. And WHAT YOU CAN DO about it. WHY IT’S IMPORTANT.

CALLAHAN MEDIA EQUIPS YOUR EXECUTIVE TEAM WITH THE LATEST CREDIT UNION UPDATES.

FINANCIAL PERFORMANCE ANALYTICS FOR CREDIT UNIONS

NEW CLOUD EDITION

FAST, POWERFUL, CONVENIENT

It is far too easy to turn a blind eye to what is happening beyond our walls. The information, opinions, resources, and insights you provide…is vitally important to us “out here”. None of us has all the right/best ideas. Reading what others are working on and have tried and seeing their success opens up a good conversation here. It stretches us and challenges us.

Jim Johnson, CEO Three Rivers Federal Credit Union

CUSTOMIZE AND EXPORT HUNDREDS OF CHARTS AND GRAPHS

FOR YOUR NEXT BOARD OR STRATEGIC PLANNING MEETING.

CALLAHAN WEBINARS OFFER INSIGHT AND STRATEGY FROM CREDIT UNION PRESENTERS. TOPICS

COVERED IN 2012:

EMPLOYEE TRAINING & DEVELOPMENT | LOAN

GROWTH STRATEGIES | ORGANIZATIONAL

EFFICIENCIES | SALES CULTURE | UNIQUE LENDING

PROGRAM

COLLABORATE WITH THE INDUSTRY AND LEARN DIRECTLY FROM YOUR PEERS

CALLAHAN LEADERSHIP PROGRAM

WHERE DO YOU STAND IN THE INDUSTRY?

PROFILE | ROM RANKINGs | PERCENTILE RANKINGS | 5300 | SCORECARD | TECHNOLOGY PARTNERS | 2 YEAR REPORT | SUMMARY COMPARISON | TECHNOLOGY

SERVICES OFFERED

CFO ROUNDTABLES

April 24 Boston

July 11 Minneapolis

August 21 Seattle

CLO ROUNDTABLES

May 10 Washington D.C.

Sept. 10 Phoenix

UPCOMING ROUNDTABLES BY CREDIT UNION ROLE:

DRIVE THE CONVERSATIONCALLAHAN ROUNDTABLES provide credit unions an open forum

to discuss the challenges and opportunities they are currently

facing. Unlike a conference break-out session, roundtable

attendees drive the discussion

CMO ROUNDTABLES

October 22 Chicago

BRANCHING ROUNDTABLES

March 19 Philadelphia

March 21 San Francisco

CALLAHAN LEADERSHIP PROGRAM

BUILDING A CREDIT UNION NETWORK COAST TO COAST

IT’S SIMPLE. DOWNLOAD THE ONLY COMPLETE CREDIT UNION INDUSTRY APP.

IN THE IPHONE APP STORE

CALLAHAN THOUGHT LEADERS are among the best in the industry, and they stand ready to help moderate your strategic planning and board planning needs.

OUR TEAM SPECIALIZED IN:

Strategic Planning | New Product Development | Credit Union Investing

| CUSO Development | Credit Union Strategy and Performance |

Economic Insight for the Credit Union Industry | Proven Credit Union

Strategies | Credit Union Partner Insights | Credit Union Analytics |

Student Lending

COLLABORATE WITH CALLAHAN THOUGHT

LEADERS

CALLAHAN LEADERSHIP PROGRAM

The Callahan Leadership Program makes me

more successful and knowledgeable, not just at

finance, but in all facets of the industry.Gail Wean, CFO, Grow Financial Federal Credit Union