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.

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Strategic Thinking And The Road Ahead

Credit unions can’t predict the future, but they can prepare for it by thinking about how to respond to change.
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Ask Tough Questions Before Investing In New Capabilities

To meet consumer expectations in the digital space, credit unions must think differently about their entire operation, not just technology platforms.
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The CUSO Question: Are You Willing To Invest To Innovate?

Organizations that are willing to think ahead — and put time and money toward creating new solutions to old challenges — are often those that ...
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How Well Do You Tell The Credit Union Story?

The movement’s future requires daily attention to sharing its present impact.
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How Do Credit Unions Measure Success?

Financial institutions are in the numbers business, but credit unions must also look beyond metrics like growth, share, and loss.
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The Difference Is In The Mission

How credit unions define their mission, and the actions they take to deliver on it, creates member value as well as a distinct competitive advantage ...
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It’s Not Just About The Money

Visits with management teams at six credit unions uncovered different riffs on the same theme: Now’s the time and we’re the people.
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It’s Time For Credit Unions To Challenge Themselves

What solutions could the future hold if the movement's institutions leveraged their community connections to further the well-being of all involved?
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A Look Ahead To 2017

With a more favorable environment, credit unions are poised to make an even greater impact in the coming year.
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The Virtuous Circle Of Lower Fees And Higher Income

Interchange income at credit unions swaps places with punitive fees as a growing driver of industry revenue.
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