Callahan Policy Exchange

As a credit union executive, your inbox is overflowing and your chat line is buzzing, leaving little time to tackle important organizational tasks. One of the most crucial is auditing, updating, and creating policies and procedures to ensure compliance.

Callahan’s Policy Exchange can help save hours in your day by streamlining the policy process with hundreds of ready-to-use documents and templates vetted and donated by your peers.

Continue reading to learn:
  • The ins and outs of the Policy Exchange, from downloading documents to submitting requests.
  • The types of documents and templates that make up the policy library.
  • How this peer-driven exchange can save your team hundreds of hours each year.

Get In Touch With Our Team

What Is The Policy Exchange?


The Policy Exchange offers over 700 documents generously shared by industry leaders to help inspire your policy library. From internal policies and handbooks to org charts and program guides, the resources cover a wide range of topics both vetted and used by your peers.

Here are some of the most popular downloads:

  • AI Usage Policy
  • Mortgage Repricing Example ($8B CU)
  • Director of Digital Delivery & Member Experience Job Description
  • Org Chart Example ($7B and $1.7B Asset Size)

How It Works

Browse


The Policy Exchange is organized by category for quick browsing. If you see something you like just click the title to download instantly.

Share


The Policy Exchange thrives on collaboration. Have a useful CECL report or a well-loved job description? Upload it to help your peers.

Request


Not finding what you need? Request a document from your peers via the “Request A Document” board for increased visibility.

Repeat


There is no limit on the number of downloads (or requests!) per user, so take as many as you need.