Callahan Knows Credit Unions

Each organization is unique, and each engagement should be tailored accordingly.

Our consultants combine Callahan’s robust data resources, years of industry experience, and inspiration from a network of leading credit unions to provide the guidance you need to develop strategies sure to succeed. Our outside perspective helps your leadership team move beyond the day-to-day operations to focus on building a long-term strategy that will deliver impactful results.

Download: Callahan’s Guide To Virtual Strategic Engagements

We’ve been connecting with credit unions virtually for decades, delivering strategic insights that help our clients respond to the ever-changing financial services landscape. No other firm knows better how to make strategy actionable and effective.
This free guide draws on years of remote and in-person experience to help credit union leaders think about, plan for, and execute successful virtual strategic engagements.

Types Of Engagements

The need for planning has never been greater as credit union leadership teams and boards face unprecedented challenges. Taking the time to step back from the day-to-day and focus on the future is critical for long-term sustainability.
All sessions can be held virtually or in-person, depending on the need and operations of your team.


90-Minute Sessions
Designed for boards and leadership teams to facilitate collaborative discussion by leveraging third-party insights.

  • Performance Benchmarking
  • New Ways To Measure Success
  • Strategy Starts With Asking The Right Questions


4-Hour Sessions
Designed for leadership teams to kick-start strategic discussions that might not be top of mind in daily operations.

  • Emerging Fintech
  • Merger Options
  • Thinking Like A Strategist
  • Jobs To Be Done


1-, 2-day Sessions
Designed for boards and leadership teams to fine-tune an existing plan or create a new approach.

Callahan facilitates two-hour blocks throughout the day to guide your organization step-by-step to creating alignment on your strategic direction.

Start Strategic Conversations

In this new video series, we are covering concerns and challenges currently facing credit unions and providing leaders an on-ramp to conversations with board members during the upcoming planning season. Watch the most current episode below or view all past episodes here.

Learn More & Hire Callahan

We’re available to help your team think and talk through important strategic decisions. Fill out the form to talk to us about our consulting solutions.

Our Consultants

Our consultants have more than 150 years of combined experience in the financial services industry. Click below to learn more about our team and request a conversation.

Alix Patterson

Chief Experience Officer

Jay Johnson

Chief Collaboration Officer

Jon Jeffreys

President and CEO

Chris Howard

Senior Vice President

Katy Slater

Senior Vice President

Tim Taylor

Vice President of Advisory Services

Erin Coleman

AVP, Professional Services

Joshua McAfee

Senior Advisor

William Hunt

Manager, Industry Analyst III

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