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Jay Johnson is a partner at Callahan & Associates, a respected credit union strategist, and a leading industry voice continuously sought out for his insights. He has more than 22 years of financial industry experience working at top 20 banks and within the credit union industry. Jay’s extensive knowledge and approachable style makes him an outstanding presenter and facilitator. His impactful presentations provide real-world examples of successful strategies, tactics, and programs and deliver a new way of thinking about cooperative benchmarking. Jay’s thought-provoking presentations deliver fresh ideas for creating greater member value, allowing credit union executives to differentiate themselves and placing an emphasis on collaboration among credit unions. Jay also serves as president of Callahan Financial Services, a subsidiary of Callahan & Associates dedicated to expanding credit unions’ investment alternatives. In this role Jay oversees Callahan’s Credit Union Financial Services Limited Partnership (CUFSLP), a multi-owner CUSO that researches credit union business opportunities, and the TRUST for Credit Unions, which supports credit union investments through professionally managed mutual funds. Jay holds a bachelor’s degree in business administration degree from Southern Methodist University in Dallas, TX, and an MBA from the Goizueta Business School at Emory University in Atlanta, GA. He is a CFA Charterholder and holds FINRA license series 7, 24, 27 and 63. Jay also currently serves on the NACUSO Board of Directors.
Taking time throughout the year to discuss the credit union’s strategic direction will help leaders address changes to the landscape as they occur.
Credit unions can’t predict the future, but they can prepare for it by thinking about how to respond to change.
To meet consumer expectations in the digital space, credit unions must think differently about their entire operation, not just technology platforms.
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Organizations that are willing to think ahead — and put time and money toward creating new solutions to old challenges — are often those that outperform their peers.
The movement’s future requires daily attention to sharing its present impact.
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