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Chris Howard, senior vice president at Callahan & Associates, discusses why perspective and alignment matters. Key learnings will include what thinking like a strategist means and what strategists need to know to be effective within any organization.
Sarah Fassnacht, sales manager of Purdue FCU’s northwestern branch, and Callahan & Associates discuss how the PFED Producers originated millions of dollars from SEG members in 2015.
Callahan & Associates and Stephanie Sievers, of ANECA Federal Credit Union, discuss how the credit union works with its local startups and the commitment it has made it its community.
This webinar shares insights gained while facilitating Callahan’s Leadership Team Development course, Disruptive Strategy With Clayton Christensen, offered in collaboration with HBX, Harvard Business School’s innovative online learning initiative.
Callahan & Associates and Ruth Jenkins, CEO at Heritage Federal Credit Union, discuss how the balanced scorecard has been a game changer for the credit union.
The benefits are endless!
Callahan & Associates and Debora Almirall discuss how the Duluth-based credit union meets members' needs — don't call it selling — via mobile banking, remote deposit checking, personal and business loans, shared branching, and more.
In this session, credit card expert Tim Kolk explores how to segment a credit union's member base and ensure card products are designed to appeal to individual segments.
CUAnalyzer offers a multitude of options to share analysis, including through email. Users can do this with pre-made or custom packets and displays on a one-time or reoccurring basis to colleagues, board members, and other key credit union personnel.
Callahan & Associates and Isabel Gomez, CFO at CommonWealth One, discuss the monthly fee that has helped the credit union encourage higher checking account balances and close inactive accounts.
Seeing low levels of financial resiliency, the California-based institution created products to help members meet their short-, medium-, and long-term goals.
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Washington, DC 20036