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.
The NCUA May Have Just Given Us What We Want. Now What?
The NCUA board chair's GAC speech may pave the way for a once-in-a-generation opportunity for the credit union movement to leverage the loosened shackles of ...
Why Can’t Bigger Be Better?
This is not an indictment of large credit unions. Instead, I hope it’s a reminder to all of us of why we're here.
Can A Divided Movement Survive A Stress Test?
Credit unions seem to be dividing between mission-based and bank lite. What do you see?
The Secret Behind Member Behavior
A new approach to member service helps credit unions better understand the underlying needs of members and serve them more effectively.
It’s Good To Be A Credit Union
This financial cooperative decided to stake its future on hiring a new leader based on mission, credit union experience or not.
Financial Wellness Is More Than A Campaign Pledge
Credit unions have the opportunity to build on historic growth by helping members achieve fiscal fitness, one family at a time.
Lessons From The Retail World
Traditional retailers and credit unions are not necessarily on the same side of the digital divide when it comes to moving the model online.
CUbroadcast Highlights Callahan’s 6 Big Ideas For 2016
In episode No. 534, Callahan managing partner Jon Jeffreys talks with Mike Lawson about ways in which credit unions can leverage the 6 Big Ideas ...
Equity Investment Is A Big Idea For 2016
Crowdfunding provides opportunities for credit unions, small businesses, investors, and local communities.
It’s Time To SOAR