CUbroadcast Highlights Callahan’s 100% Employee-Ownership Model

Callahan's Managing Partner Jon Jeffreys discusses the new ownership model and how it benefits both employees and the credit union industry.

After more than 30 years of contributing to the credit union movement, Callahan & Associates recently announced a new ownership model designed to allow the firm to continue to help credit unions build member value. By becoming 100% employee-owned, we’re able to solidify our ongoing commitment to our employees and the credit union industry we serve.

Broad-based employee ownership allows our associates to benefit from their dedication to clients. And we believe this move will create better alignment and deeper engagement, which will lead to a more significant impact in the market. We’ve had an ESOP, or Employee Stock Ownership Plan, since 2004, thus the process to becoming 100 percent ESOP-owned was a natural evolution for the firm.

Recently, I had the chance to sit down with CUbroadcast’s Mike Lawson to discuss the change, and how it benefits Callahan and our partners. Watch below.


December 11, 2018

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