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

Strategy Never Stops

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

Uncertain Times Call For A Member Focus

The past decade was bookended by two very different crises, but credit unions are ready for the challenge of a rapidly changing environment.
Commentary

The Credit Union Mindset Imperative

A collaborative culture that sticks to old principles while embracing innovation remains a key to the movement’s responsiveness and relevance.
Commentary

Make Plans For 2020

The most successful decade in the history of the movement is coming to an end. How can credit unions prepare for what comes next?
Industry Insights

Coverage From The MDDCCUA Small Credit Union Conference

The power of the cooperative model was on display this past month as credit unions came together to share past successes and strategies for the ...
Commentary

Change Faster To Be Better

Credit unions must ensure they are effectively serving current members while positioning themselves for the next iteration of financial services.
Commentary

Are We Doing Enough?

Now’s the time to go beyond financial metrics to measure — and empower — employee, member, and community impact.
Commentary

The Great Recession: 10 Years Out And Looking Ahead

With a decade of hindsight in the bank, what have credit unions learned from the Great Recession, and are they ready for the next one?
Commentary

The Challenge Of Talent Management

For credit unions to continue their strong performance in 2019 and beyond, they must focus on the needs of members as well as on the ...
Commentary

The Importance Of Collaboration In 2019

Credit unions must deliver ever-greater value to their members. This requires constant investment that is made easier, and more successful, by collaboration.
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