Sharon Simpson

Sharon G. Simpson is a contract writer/researcher for and webinar producer for Callahan & Associates. She is also a national consultant who specializes in developing and implementing strategic marketing plans for CUSOs and credit unions.

Sharon has more than 30 years of marketing experience in the financial services industry. She has previously served as vice president of marketing for Mid-Atlantic Federal Credit Union and as vice president of marketing and administration for Callahan Financial Services, Inc., a subsidiary of Callahan & Associates, Inc., a leading credit union consulting firm based in Washington, DC.

She began her career as a management trainee at Franklin Templeton Group, a global investment manager headquartered in San Mateo, CA. Sharon holds a Master of Arts degree in political management from The George Washington University and a Bachelor of Arts degree in international relations from the University of San Diego.


How To Develop The Next Generation Of Leaders

A Tennessee credit union is boosting performance with a program geared to support up-and-coming leaders.


Home-Selling Seminars Benefit Members And Boost Business

A new offering at Interra Credit Union helps the cooperative stand out from competitors while educating members about the ins and outs of buying and selling a house.


Serving The Underserved Since 2011

A small Delaware credit union offers insights from its first decade of service.


Financial Health Underpins A Broader Social Purpose At A Texas Credit Union

University FCU considers community needs and institutional strengths to identify high-impact areas of service.


Insider Tips For Effective Employee Resource Groups

Leaders from three credit unions share insights gleaned from launching and supporting employee resource groups.


The 30-Minute Mortgage Closing

Truliant FCU completed an end-to-end electronic mortgage closing in March 2020 and became the first credit union to transfer an eNote to the FHLB in Atlanta in 2021. Other credit unions can follow suit.


Taking Lessons From A ‘Year Of Giving’

A new name and standout Super Bowl commercial isn’t the only way Desert Financial is making a splash in 2018.


A Strategy To Make Marketing Pack A More Powerful Punch

Randolph-Brooks FCU adopted an agency model for its marketing department more than a decade ago and has lessons to share for credit unions of all sizes.


4 Tips To Build Social Media Engagement

How one credit union built on a history of quirky videos to engage members via social media and capture more than 100,000 views.


A Strategy To Express Social Values. Every Day. All The Time.

Even the most basic principles of a credit union’s work are worth celebrating. This credit union tells its story while engaging its community.

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