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

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