What comes next?


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

Our suite of consulting services empower your management team to continuously communicate, plan and stay strategically aligned throughout the entire calendar year. Our Consulting team has more than 175 years of credit union experience under our belts. 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. 

We offer several types of engagements, depending on the type of conversation you're looking to have:

  •  Strategy Briefings: A 90-minute virtual session for your board and/or leadership team.
  •  Strategy Workshops: 4 hour interactive sessions delivered in-person or virtually to cover on a specific topic for your leadership team.
  •  Strategy Planning: 1-2 days for your board and/or leadership team, conducted in-person or virtually.

Let's start the conversation! Fill out this form to speak to a member of our Advisory Services team to discuss how you might be able to work with our team. 

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