As a busy executive, you have access to thousands of data points for your credit union and the industry. It’s challenging enough to keep up with the whirlwind pace of changing industry dynamics, let alone find the time to build presentations that keep boards and management teams informed of relevant details.

Bring Callahan & Associates, virtually, to your next board meeting for an educational and strategic discussion about your credit union’s data and industry trends. Start your 2020 early by engaging Callahan to help build awareness and alignment across teams.

With more than 150 years of combined experience, the Callahan team is well-versed in facilitating strategic dialogue between the executive team and board. We’ll highlight key insights into your credit union’s performance and provide validation for your overall strategy. With hand-picked ratios tailored to your current strategies and goals, we’ll use customized peer groups to explore how your credit union compares to other local or like-minded credit unions across the nation.

We’ll meet with you in advance of your board meeting to learn about your credit union’s goals, priorities, and strategic plans to craft a presentation that provides key information and serves as a valuable third-party perspective. After the meeting, your board will walk away with:

• Knowledge of relevant industry performance trends impacting credit unions and banks.
• An education on key benchmarks — what they are, how to interpret them, and why they’re important.
• A deeper understanding of how your credit union is performing, highlighted by examining strengths and opportunities across a range of KPIs to affirm goals and evaluate current strategies.

Bring more than data to your next board meeting. Fill out the form to start a discussion with our Industry Analysts.