Callahan & Associates helps credit union industry leaders identify strategic growth opportunities that increase member value by creating meaningful dialogue across teams, providing strategic counsel, and preparing for current and future disruptions through our suite of consulting services.

We partner with credit unions continuously across the year to help them first align their leadership teams, then plan their strategic direction, and keep the conversation going by stepping back from the day-to-day to prepare for disruption.

Tying together these three types of conversations empowers your management team to continuously communicate, plan, and stay strategically aligned through the entire calendar year.

An outside perspective can help your leadership team move above the day-to-day requirements to focus on the long-term strategic elements that will deliver impactful results.

Leading up to your engagement and during our facilitated session, our team will:

  • Schedule a phone conversation to talk about your goals and priorities for your strategic planning session and how Callahan's facilitation fits into the overall agenda.
  • Review industry trends and identify how your credit union is performing in relation to them.
  • Provide expert facilitation of strategic topics, data analysis, and industry trends.

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© 2019 Callahan & Associates 
Phone: 800.446.7453
Email: [email protected]
Whether it’s fine-tuning an existing plan or creating a new approach, Callahan consultants guide your organization through all the necessary steps to create an actionable and effective strategic plan.
Strategic Planning Facilitation