Inspiring credit union leaders to be catalysts of hope and prosperity for their communities.
Callahan’s Strategic Growth Framework
Every credit union is on a journey—but are you aligned for long-term, purpose-driven growth? In “Callahan’s Strategic Growth Framework”, Jon Jeffreys introduces a model designed to spark lasting momentum by empowering employees, engaging members, and amplifying stakeholder impact.
Take the companion assessment to uncover your organization’s strengths and key opportunities for improvement—with clear, actionable insights you can use right away. Then, dive deeper by getting your copy of the book.

How Callahan Helps The Credit Union Industry
For 40 years, Callahan & Associates has guided credit union leaders to make informed strategic decisions that ensure their long-term relevancy. We do this by helping credit unions measure performance, identify strategic opportunities, and build collaborative networks, all through a mission-focused lens.


Powering Insights
Benchmarking and performance analysis that empowers you to make informed strategic decisions.

Taking Action
Resources, ideas, and frameworks that enable you to grow in a mission-focused way.

Sharing Learnings
Collaborative exchanges and best-practice insights that fuel innovation and ongoing inspiration.

Meet The Credit Union Company
For 40 years, Callahan & Associates has been instrumental in guiding credit union leaders to make informed strategic decisions to ensure their long-term relevancy.
Our Reach
Credit Union Clients
Annual Consulting Engagements
Data Users
See The Data In Action
Our data products give credit union leaders access to millions of data points.
Request a personalized data scorecard and we’ll work with you to provide actionable, relevant insight that helps meet your strategic goals and initiatives.

Embrace Change.
Love Change.
Do It For Members’ Lives.
— Ed Callahan
The Callahan Blog
How to Benchmark Credit Union Performance Against the Economy
Credit union executives and finance leaders face an increasingly complex task: explaining financial performance in a way that is both accurate and actionable. Traditional benchmarking approaches focus on two perspectives: Internal Trends – How your own institution’s...
Why Who You Benchmark Performance Against Matters More Than You Think
Too often, benchmarking is treated as a scorecard — a way to check performance against peers for board prep, audits, or strategic planning discussions. But the choice of peer group matters, it can help you tell a more complete story about your credit union’s performance and validate strategic decisions.
Why “Jobs To Be Done” Should Be at the Core of Every Credit Union’s Strategy
Over the past decade, Callahan & Associates has worked closely with credit union leadership teams across the country to help them approach innovation and think more strategically about how they serve their members. A key part of this work has been rooted in...
Let's Work Together!
Reach out and learn how teaming up with Callahan can help move your organization forward.