Session 2: “A Planning Primer To Leverage Positive Momentum”
In 2018, Callahan & Associates is pushing credit unions to ask tough questions.
For Jay Johnson, partner at Callahan & Associates and sought-after industry strategist, that means asking questions to uncover what credit unions really need to act on to leverage 10 years of economic and credit union movement growth.
His recent visits with credit unions have underscored optimism within the industry and demonstrated how leadership teams are using metrics and moxie to confidently turn challenges into opportunities.
Join Jay to explore how credit unions can leverage positive momentum and ask tough questions as they go into planning season this fall.
Part 1: Introductions
Part 2: Credit Unions Have Momentum
Part 3: Best To Plan When Business Is Strong
Part 4: Preparing For A Successful Planning Session
Part 5: Questions