Sharon Simpson

Sharon G. Simpson is a contract writer/researcher for CreditUnions.com 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 over 25 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.

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A Strategy To Serve Members And Build Non-Interest Income

Top-Level Takeaways CBC Federal Credit Union launched an insurance CUSO in August 2021 to provide members with money-saving options. As an added bonus, the CUSO ...
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Behind The Scenes Of Financial Inclusion At Travis Credit Union

Along with hosting its first Financial Inclusion Forums — intended to be an annual event — the California credit union is making efforts to provide ...
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Strategies To Encourage Military Members To Manage Money And Build Wealth

This Military Saves Month, check out how efforts within credit union land have earned three cooperatives the Designation of Savings Excellence.
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The ABCs Of Engagement And Philanthropy

South Carolina Federal Credit Union encourages staff members to get more heavily involved in its nonprofit work, but that involvement requires a bit of a ...
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How Abilene Teachers Rallied The Community With A Social Media Campaign

By turning March 25 into "325 Day," the credit union helped launch a civic celebration that has become an annual event.
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DEI Best Practices For Credit Unions

Three executives share success stories learned from their cooperatives’ DEI journeys.
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3 Ways To Build Connections Through Social Media

Tips and tricks from three cooperatives that present personality and add a human touch to social posts.
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Langley Members Help Other Homebuyers

A new program for first-time mortgage applicants intends to substantially reduce burdens around closing costs.
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How To Reduce Financial Stress And Boost Productivity

A Massachusetts cooperative shows what financial coaching looks like when it’s done the Workers way.
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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.
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