Leading With Purpose

This Callahan Academy is offered in collaboration with Harvard Business School Online. It ties together Callahan's credit union industry knowledge and three high-impact modules incorporating short video lectures, case studies modeled after the Harvard Business School case method, and active learning experiences.
As an industry, we dedicate ourselves to helping members —and your members need you more now than ever before. They are looking to their financial cooperatives to help them navigate these unchartered financial waters and credit union decision-makers need a new lens in which to make unprecedented decisions.

To help your credit union equip your decision-makers with a purpose-first mindset and truly differentiate yourself from your competitors, every decision that you make needs to support your purpose. Purpose needs to live in every. single. employee.

When your employees understand and embrace your organization's purpose they are:
  • Inspired to do great work.
  • Committed to delivering on your company's promise.
Leading with Purpose is a 100% virtual learning experience which brings together best in class content from Harvard Business School Online, Callahan’s 35+ years of industry perspective and knowledge with unparalleled collaboration with other credit union professionals – to deliver this timely and imperative knowledge.


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Sustainable Business Strategy With Rebecca Henderson 
Offered in collaboration with Harvard Business School Online

Sustainable Business Strategy with Rebecca Henderson helps credit union leaders think about "what sustainability means for the credit union industry", as well as how to rethink their roles and responsibilities to members, employees, communities, the environment — today, tomorrow, and into the future.

This three-module, high-impact course incorporates short video lectures, case studies modeled after the Harvard Business School case methods, and active learning experiences.

The modules are completed over six weeks and encompass both individual and team-based learning activities. Your learning concludes with a virtual Capstone discussion to put learnings into motion and a two-day in-person Purpose Symposium to build a network of purpose-focused peers and create actionable takeaways.

Professor Henderson's research teaches us that it is possible to DO WELL while DOING GOOD and shows that companies that lead with purpose:
  • Out-perform the market.
  • Have an easier time attracting and engaging employees.
  • Are changing the way businesses think about their roles in communities and society. 
Three online, self-paced  learning modules with provocative and engaging content paired with thought-provoking questions.
Three interactive, web-hosted huddles designed to put the module content into context for credit unions.

One virtual capstone discussion with all cohort participants to put course learnings in motion. 

Our Annual Purpose Symposium to build a network of purpose-focused professionals and create actionable takeaways.
This course will run approximately seven-weeks and is a mix of self-paced learning and group collaboration. The time commitment is approximately two hours per week divided between self-paced online learning and virtual team discussions  plus two days out of the office for the annual Purpose Symposium.
Each module includes interactive videos, thought provoking questions, and case studies from companies that are driving business outcomes by leading with their purpose.

ampersand.jpg  ORIENTATION: 
Welcome & Introduction - Introduction to the course platform, curriculum, and participant expectation.

ampersand.jpg  MODULE 1:
Business Case For Change - Analyze industry disruptions and business uncertainties as well as building a case for business models that create shared value. This module features case studies from Unilever, Walmart, and Transatomic Power.

ampersand.jpg  MODULE 2:
Driving Change At Scale - Understand what purpose driven firms are doing and why they are successful. This module features case studies from Walmart, Unilever, King Arthur Flour, and Public Good Simulation Game.

ampersand.jpg  MODULE 3:
Purpose-Driven Systemic Change - Evaluate the role of governments and other institution in large-scale change and start to talk about personal plans YOU can take. This module features case studies from Norsk Gjenvinning, Calvert, and Walmart.

ampersand.jpg  VIRTUAL CAPSTONE:
Put The Course Learnings In Motion. Bring the course learnings together and work with your cohort to explore  key takeaways  you can adopt to move your institution and the industry forward.

ampersand.jpg  2-DAY PURPOSE SYMPOSIUM:
Grow your network of purpose-focused professionals and create actionable takeaways for your credit union and the industry.


The curriculum and learning experience presented in Sustainable Business Strategy With Rebecca Henderson helps credit union influencers learn to lead with purpose and re-think their roles and responsibilities to:

  • Their Members
  • Their Employees
  • The Communities They Serve
  • The Environment

This transformational learning experience will help credit unions service key stakeholders today, tomorrow, and into the future.

Please fill out the form and a member of our advisory team will contact you to answer any questions about Leading With Purpose.
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Phone: 800.446.7453
Email: [email protected]