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.

Credit Union Industry Commentary

Be That Unwavering Commodity

Reflections on what credit unions can do to build community and commitment — and re-create themselves along the way.
Credit Union Industry Commentary

It’s A Small World After All

Small can be mighty when it comes to stealing market share and serving it better than the banks.
Credit Union Industry Commentary

Buying A Home. How Risky Is That?

An analysis of home values by ZIP code could topple the assumption that owning a home remains the best of investments.
Credit Union Industry Commentary

The Risk In Thinking That Safe Equals Sound

While the NCUA and the industry examines the merger process, maybe it’s time to consider providing a way for credit unions considering going away to ...
Credit Union Industry Commentary

“Follow The Member” To Learn How To Provide Real Purpose

Innovating to provide specific answers to questions like, “How have your members’ lives changed for the better since they signed up with you?”
Credit Union Industry Commentary

3 Tips To Build A Winning Team

Professional sports team offer insight into how to support this critical element of success.
Industry Insights

CUbroadcast Highlights Callahan’s 5 Big Ideas For 2017

Callahan managing partner Jon Jeffreys talks with CUbroadcast's Mike Lawson about member service, disruption, and team-based learning.
Features

The Threat And Opportunity In Financial Services Disruptors

Non-FI players are raising the bar for user experience and expectations. Now, credit unions must respond or retreat.
Credit Union Industry Commentary

Disruptor, Disrupted: The Choice Is Yours

Credit unions appear to be taking divergent paths, but will mission trump “bank lite” as the year unfolds?
Credit Union Industry Commentary

Merger Notice On The Wall. How To Make Members Care At All?

The debate over credit union mergers should be about engaging member-owners as much as throwing shade at sales jobs by self-serving insiders.
CreditUnions.com
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