Within the Callahan Portal exists our Policy Exchange, a database containing member-donated and Callahan-created examples of tactical documents, policies, and templates, all available for your use.
Download Ready-To-Use Job Descriptions, Documents, Policies, & Templates
- Finance — ALM Models, Accounting Documents, Risk Management Frameworks
- Compliance — RFP Proposals, Pre/Post Audit Checklists, BYOD Policies
- Lending — Investment Briefs, Lending Playbooks, Procurement Procedures
- Operations & Branching — Branch Performance Scorecards, Applications and Forms, Vendor Management Policies
- Human Resources — Employee Policies, Job Descriptions, Incentive Structures
- Marketing — SEG Evaluation Matrix, Marketing ROI Calculators, Marketing Board Reports
- IT — Security Policies, Technology Org Charts, Data Breach Response Plans
- Corporate Governance — Strategic Planning Workbook, Succession Policies, Stipend Schedule