Tailored Engagements To Help You Reach Credit Unions
Whether you are just entering the credit union market place, or you’ve been in the industry for 30 years like Callahan & Associates, we can help you develop an understanding and strategy to reach credit union executives. From training your sales team to speak “credit union” to engaging your clients with a keynote speech or impactful breakout session at your upcoming conference. Callahan is ready to help your team ask better question and pinpoint the most promising opportunities that drive success.
Callahan & Associates offers virtual and in-person engagements at a variety of price points. Contact us using the form to the right to start a conversation with our team. Not sure what you are looking for? That's okay. Let us help you design an engagement that meets your organization's style, initiatives, goals, and budget!
Explore Engagements Designed For Credit Union Suppliers
Industry Overview & Credit Unions 101
- High-level industry overview, including trends relevant to your business (if applicable)
- Discussion of the credit union business model
- Discussion tailored to your company's strategic goals
- Available virtually or in-person
Sales Summit
- Custom one or two-day session
- Immersive, hands-on, deep dive into credit union data using Peer-to-Peer designed to help your sales team learn how to best target the credit union market
Executive Team/Board Briefing
- Customized presentation around industry trends and what we are hearing from industry executives.
- Discussion tailored to your company's strategic goals
- Available virtually or in-person
Conference Speech- Comprehensive, data-based insights delivered in an engaging speech
- Available for keynotes, breakout sessions, and workshops
- Topics include: Industry Overview, The Credit Union Of The Future, Big Data, Strategy Development, and Cooperative Principles
Strategy Lab
- Half-day sessions designed to get your team thinking, talking, and acting strategically as a team
- Topics picked by your team, such as: autonomous vehicles, gig economy, innovation, and disruption
- Designed to help you move away from day-to-day tasks and think strategically
Custom Consulting- Engagement tailored to a topic that aligns with your company's strategic goals
- Topics such as: succession planning, new product development, market analysis/expansion, selling to credit unions
Strategic Planning Facilitation
- Strategic framework and discussion that guides analysis, identify key questions, and drives successful decisions
- Discussion tailored to your company's desired outcomes
