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Jay Johnson is the Chief Collaboration Officer at Callahan & Associates, a respected credit union strategist, and a leading industry voice continuously sought out for his insights. He has more than 25 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.
In the current environment, member circumstances and behaviors are changing. It is incumbent upon credit union leadership to monitor these changes and respond accordingly.
Callahan’s new video series provides strategic insights to help today’s credit unions prepare for tomorrow’s planning sessions.
The past decade was bookended by two very different crises, but credit unions are ready for the challenge of a rapidly changing environment.
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A collaborative culture that sticks to old principles while embracing innovation remains a key to the movement’s responsiveness and relevance.
The most successful decade in the history of the movement is coming to an end. How can credit unions prepare for what comes next?