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.

Credit Union Industry Commentary

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?
Credit Union Industry Commentary

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.
Credit Union Industry Commentary

Credit Unions Are Stronger Than Ever

Eliminating barriers and connecting with members distinguishes credit unions from other financial institutions and makes the movement stronger than it’s ever been.
Industry Insights

CUbroadcast Highlights Callahan’s Second Quarter Trendwatch

In episode No. 799, Mike Lawson brings on Callahan partner Jay Johnson to talk credit union financial performance in the second quarter.
Credit Union Industry Commentary

Get The Job Done For Members

The success of both the credit union and the member should increase as their relationship deepens over time.
Credit Union Industry Commentary

Credit Unions Everywhere Live The “Members First” Motto

When employees prioritize what is best for the member, they demonstrate the cooperative difference.
Credit Union Industry Commentary

GAC Week And A Movement’s Heart For Growth

Talk about action on technology, analytics, touchpoints, and the personal touch highlight the credit union industry’s largest gathering.
Credit Union Industry Commentary

5 Tips To Evaluate Asset Liability Management

Considerations to help any credit union assess its ALM policies, procedures, and management practices.
Credit Union Industry Commentary

Turn Financial Wellness Talk Into Action In 2017

The need for credit unions has perhaps never been greater for the average American household.
Credit Union Industry Commentary

Credit Unions Face The Challenge Of Too Many Opportunities

Determining how to devote limited resources to new opportunities is a challenge, but investing in new ways to deliver value is essential to remain relevant ...
CreditUnions.com
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