Register to read, research, and engage with the industry on CreditUnions.com. Gain access to credit union performance analysis, case studies, and more. It's free to create an account.
Learn More About Peer-to-Peer
Upgrade Your Subscription
Update Your Company Affiliation
Sam Taft is the associate vice president of analytics and business development at Callahan & Associates. He brings more than 8 years of financial industry experience to Callahan where he helps lead the company’s analytical efforts while also assisting with consulting engagements, topic-specific speeches, strategic planning, and industry trend analysis and webinars. His keen focus on credit union financials and mortgage data makes him a go-to resource for trend and forecast analysis on CreditUnions.com and in Callahan publications. In addition, he manages the business development efforts for the Trust For Credit Unions, which supports credit union investments through professionally managed mutual funds, through a subsidiary, Callahan Financial Services. He holds FINRA license series 63 and 79.
Before joining Callahan, Sam worked as an investment banking analyst for Quarton Partners, where he worked across a variety of industries including automotive, consumer, distribution, and packaging. Prior to Quarton Partners, Sam was an analyst at W.Y. Campbell & Company, a Detroit-based middle-market investment bank. Sam graduated with a bachelor’s degree in financial economics from Emory University. Send him an email below or find him on Twitter @staftCU.
Incorporating peer analysis is an ideal way to enhance the impact of planning season.
Stronger than expected seasonal first quarter inflows contributed to the largest quarterly jump since 2009. The average yield on investments also hit a 10-year high.
Today’s smart credit union leaders are leveraging data to benchmark and track goals, identify opportunities, and uncover weaknesses.
Sign up for the CreditUnions.com free newsletter and be the first to read our newest coverage of credit union strategies and insights.
sign up today
ALM First Financial Institute presenters provide in-depth look at funding, liquidity options, and strategies as asset liability management stays top of mind.
The total number of credit unions dropped by 50 in the second quarter, and membership expanded 4.3%, the equivalent of 4.7 million new members. What else happened in the second quarter?