STRATEGY & PERFORMANCE 1Q 2020

The Start Of Something Different

First quarter data offers an initial glimpse at the impact from the coronavirus pandemic. There is still much left to learn.
By Erik Payne

Consumer Sentiments & Employee Insights

Real comments from online review sites to inform strategies, policies, and practices.
By Marc Rapport

State In The Spotlight: California

How did Golden State credit unions perform in the first quarter?
By Michael Blackman

Market Snapshot: 1Q 2020

Expansion ends, confidence wanes, and data trends. Get a glimpse of what happened across the United States in the first quarter.
By Michael Blackman

Industry Performance

Widespread Pandemic: Learnings And Implications Evident In First Quarter Data

In the current environment, member circumstances and behaviors are changing. It is incumbent upon credit union leadership to monitor these changes and respond accordingly.
By Jay Johnson

 

Macro Overview And Industry Trends (1Q20)

The longest economic expansionary period in U.S. history has come to an end. What else should credit unions know at first quarter?
By Sam Taft

 

Industry Trends: Loans (1Q20)

By Sam Taft

Industry Trends: Mortgages (1Q20)

By Aman Johal

Industry Trends: Auto Lending (1Q20)

By Aman Johal

Industry Trends: Shares (1Q20)

By Aman Johal

Industry Trends: Investments (1Q20)

By Aman Johal

Industry Trends: Earnings (1Q20)

By William Hunt

Industry Trends: Member Relationships (1Q20)

By William Hunt

Industry Trends: Human Capital (1Q20)

By William Hunt

Industry Trends: COVID-19 (1Q20)

By William Hunt

 

The Consolidated Credit Union Financial Statement

 

 
Peer Group Comparisons

Performance Scorecard

The Performance Scorecard compares credit union performance in major metrics across eight asset-based peer groups. Callahan subscribers can build their own Performance Scorecard using asset size, state, individual credit union, and national data sets. Visit the Search & Analyze data engine at CreditUnions.com/analyze to get started.

Leadership Lessons From COVID-19

By Erik Payne

Leadership Amid Crisis

It’s been six months, and already the world has faced what might be the defining challenge of the 2020s.

Lessons In Leadership: James Wileman

CEO, Credit Union 1 ($1.1B, Anchorage, AK)

Lessons In Leadership: Kate Laud

CEO, Opportunities Credit Union ($44.6M, Winooski, VT)

Lessons In Leadership: Kristy Hesse

CHRO, Community First Credit Union ($3.6B, Appleton, WI)

Lessons In Leadership: Marci Francisco

SVP of Member Experience, Premier America ($2.9B, Chatsworth, CA)

Lessons In Leadership: Rick Anderson

CIO, Sandia Laboratory FCU ($2.7B, Albuquerque, NM)

Lessons In Leadership: Roderic Flowers

SVP of Human Resources Development, State Employees Credit Union of Maryland ($3.9B, Linthicum, MD)

The Disaster Before The Disaster

Wright-Patt Credit Union decided it wasn’t enough to follow its continuity plan in the face of the COVID-19 pandemic. Lessons learned from a 2019 disaster provided guidance in newly uncertain times.
By Leigh Anne Terry

Strategy Lab

Strategy Never Stops

Callahan’s new video series provides strategic insights to help today’s credit unions prepare for tomorrow’s planning sessions.
By Jay Johnson

A “New Normal” Requires A New Lens

Uncertainties shouldn’t dissuade an honest reflection on whether leadership teams have the right tools to tackle the tasks at hand.
By Katy Slater

ACTing With Empathy

The ACT Model empowers credit unions to respond to member needs with empathy and lay the foundation for stronger relationships in the future.
By Chris Howard

The Last Word

Recommended Reading (1Q 2020)

Callahan’s associates offer their take on the best books for credit union leaders.
By Erik Payne

Work From Home Bingo

Have you showered today? Maybe you should.
By Erik Payne

RETURN TO STRATEGY & PERFORMANCE ARCHIVE