Jay Johnson

As the Chief Collaboration Officer at Callahan & Associates, Jay Johnson plays an integral role in managing the firm’s relationships with credit union service organizations, the CUFSLP Partnership, and the Trust for Credit Unions, for which he serves as President and Treasurer.

When he’s not rubbing elbows with the industry’s most cooperatively minded leaders, Jay is facilitating strategic planning sessions with credit unions across the country — and learning firsthand about what’s on the minds of executive teams and boards — or leading lively discussion groups for executive participants of Callahan Academy.

Jay has worked in financial services his entire professional career, including more than 20 years at Callahan as well as nearly a decade at a top 20 bank, and is still struck by the efforts credit unions make to positively impact their communities and amplify the strength of the movement for maximum member benefit. He earned the Chartered Financial Analyst designation in 2002 and holds Series 7, 24, 27, and 63 securities licenses. In addition to his leadership role at Callahan, Jay also is the President of Callahan Financial Services, a wholly owned broker/dealer that serves as general partner for CUFSLP and distributor of the Trust for Credit Unions. He also serves as the Vice Chair on the board of directors for the National Association of Credit Union Service Organizations.

Jay says he’s #winning! when it comes to his wife of 17 years and counting — who he credits as being both smarter and better-looking than he is — and his two great kids. When Jay’s not pounding the pavement — he’s run five marathons, including Boston — he’s following the Dallas Cowboys or booking tickets for U2 or The Rolling Stones — both of which he’s seen live more than 25 times.

Commentary

Find Your Purpose, Find Your Path

In uncertain times, credit unions that know their North Star are poised for success.
Blogs

3 Key Questions For Strategic Planning

As the industry heads to the close of a turbulent year, a few core questions can guide discussions around how to better serve members and ...
Blogs

Making The Most Of Member Experience

After a year filled with economic uncertainty and recent high-profile bank failures, there’s more reason than ever for credit unions to double down on service.
Commentary

Credit Unions Are Prioritizing Purpose As The Pandemic Wanes

Credit unions have the opportunity to play important roles in the lives of members and communities, but to remain relevant, they must continually strive to ...
Commentary

How Will Lessons From The Pandemic Shape The Future Of Credit Unions

As economies reopen and life regains a sense of normalcy, the industry must consider how business might evolve in the years ahead.
Commentary

Community And Member Investments Support Resiliency For The Recovery Ahead

Health and economic indicators are promising, but local, national, and regulatory challenges persist.
Features

The Value Of Planning During A Pandemic

Credit unions proved in 2020 that they are at their best when times are tough.
Commentary

A Year Of Incredible Challenge. A Year Of Extraordinary Change.

The credit union industry remains focused on keeping employees and members safe while acting as financial first responders for their members and communities.
Features

Widespread Pandemic: Learnings And Implications Evident In First Quarter Data

In the current environment, member circumstances and behaviors are changing. It is incumbent upon credit union leadership to monitor these changes and respond accordingly.
Commentary

Strategy Never Stops

Callahan’s new video series provides strategic insights to help today’s credit unions prepare for tomorrow’s planning sessions.
Scroll to Top