Jon Jeffreys

As President & CEO of Callahan & Associates, Jon Jeffreys leads a team of incredible associates dedicated to assisting credit unions improve the wellbeing of their members and communities. His role is the culmination of two decades — 19 spent with Callahan — of conscientious, diligent work serving credit unions.

Early in his career, Jon had the opportunity to learn from some of the most transformative leaders within the credit union movement. In 2007, he helped form and was the first CEO of CU Student Choice, a credit union service organization dedicated to filling the funding gap that exists for many would-be college students. To date, the CUSO has helped more than 90,000 members finance higher education; however, Jon is not one to rest on the riches gained through past success. Today, he works diligently with an array of industry stakeholders to ensure credit unions are developing sustainable positive outcomes for the future.

Jon has a natural curiosity that pushes him to think about new ways to improve the world around him — especially when it comes to credit union products and services. He’s always seeking better outcomes and tends to see challenges merely as new opportunities.

One of Jon’s most admirable traits is the tendency to see the best in people; it’s an approach to the world that has served him well as he and his wife enjoy the trials and thrills of raising two young boys. In his spare time, Jon likes to play golf and travel. His travels have taken him around the world, but the native of Pittsburgh remains a loyal fan of the Steelers.

Blogs

Awkward Conversations: How To ‘ACT’ On The Crisis In Ukraine

Key stakeholders in the credit union movement are perhaps feeling anxious or uncertain. What should we, as leaders, be saying to members and employees?

Commentary

Reform Credit Unions? No, Rekindle Them!

It’s time to show consumers that credit unions across the country are steadfastly working to improve the lives of their members and communities.

Purpose In Action

Purpose In Action: Finding Inspiration Together

By sharing the stories of credit unions’ work and impact, we hope to ignite a passion for doing more.

Commentary

What Has The World Come To: Inspiration From The CEO Of BlackRock

More purpose trumps maximizing profit at the world’s largest asset manager. Member-owned financial cooperatives should take note.

Commentary

Credit Union Imperatives For 2020

Strategic decisions made around three essential elements will prove critical to the future success of the credit union movement.

Callahan Collections

What Is Mid-Management’s Role In Strategy Development

For many, thinking about the credit union as a whole is a brand-new experience.

Industry Insights

CUbroadcast Highlights Callahan’s 100% Employee-Ownership Model

Callahan’s Managing Partner Jon Jeffreys discusses the new ownership model and how it benefits both employees and the credit union industry.

Commentary

Won’t We Be Their Neighbors?

A Mr. Rogers commencement speech shows how business theories can inspire the human dimension of credit union service.

Commentary

Will NCUA Star Power Help Credit Unions Make America Great Again?

The industry is safe, but it’s not sound. Today’s political climate is right for the regulator to take on a new role as the movement’s champion.

Commentary

What Would Musk Measure?

Re-usable booster rockets deliver a powerful lesson about sustainability and strategic thought in the credit union space.

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