One of the premier publications produced by Callahan & Associates is Strategy & Performance, a quarterly magazine that highlights the newest trends and data from around the credit union industry.

As the industry emerges from the other side of a strenuous and uncertain year, it has arguably never been more important for credit unions to understand developing peer trends. With all of that in mind, we are thrilled to announce that the first quarter 2021 edition of Strategy & Performance is now available for download on CreditUnions.com, for clients.

All the data within this edition of Strategy & Performance is current as of March 31, 2021. This edition offers a wealth of insights into how credit unions fared early into the new year. As is always the case in Strategy & Performance, we include our Market Snapshot section, a showcase of how the industry fared, complete with updated numbers regarding credit union mergers, balance sheet metrics, and total credit union members.

Additionally, Strategy & Performance provides readers the current data trends on various areas of the industry’s balance sheet including auto lending, mortgages, investments, and even human capital, complete with updated data and visuals to highlight the progression of these trends over the past five years or more.

For a more specific look at how a given credit union is performing compared to peers in its asset range, Strategy & Performance also offers a performance scorecard organized by asset size, allowing for a more precise comparison.

No two editions of Strategy & Performance are ever the same. This quarter’s Strategy & Performance also includes:

  • A step-by-step guide on how to craft a powerful impact report.
  • How Will Lessons From The Pandemic Shape The Future Of Credit Unions?” by Jay Johnson, Callahan’s Chief Collaboration Officer. The piece examines whether the last year may impact how credit unions approach the years ahead.
  • An analysis of American 1 Credit Union ($552.1M, Jackson, MI). In this quarter’s “Anatomy of a Credit Union,” American 1 gives insight into how its refined auto lending strategy, as well as its DEI initiatives, keeps the credit union successful.

Click here to see the latest data, figures, and ideas that the industry has to offer in the first quarter 2021 edition of Strategy & Performance.

More Blogs

Webinar Recap: How Callahan Quantifies Credit Union Impact

Webinar Recap: How Callahan Quantifies Credit Union Impact

We recently hosted “Measure Your Mission: How To Quantify Credit Union Impact” as part of the quarterly Tableau User Group (TUG) engagement webinar. In it, we outlined the goals of Callahan’s impact initiative, how impact metrics are quantified, and what credit unions...

3 Ways To Use 2Q21 Data

3 Ways To Use 2Q21 Data

The NCUA has officially released second quarter credit union data. Callahan provides your credit union a multitude of ways to analyze this updated data to benefit your cooperative. Here are three: 1. Build custom tables in Peer-to-Peer In Peer-to-Peer, credit unions...

Recapping The Impact Network Meet-Up

Recapping The Impact Network Meet-Up

On August 17, dozens of credit unions joined Callahan & Associates for the first ever Impact Network Meet-Up. This event, which was open to Impact Network participants only, was created to help participating credit unions form connections, start impact-related...

2Q21 Credit Union Trends and Takeaways

2Q21 Credit Union Trends and Takeaways

More than 1,200 industry peers joined us on Aug. 11 for 2Q 2021 Trendwatch. Callahan highlighted trends in lending, membership, and more as behavior amongst credit union members changed in accordance with the steady economic reopening. Most notably, credit union...

This Month In Impact

This Month In Impact

This year, Callahan began our impact initiative, in which we seek to build a network of credit unions with the goal of empowering member-owned financial cooperatives to better articulate their value through a mission-focused lens with the help of new metrics and best...

4 Impact Articles To Read

4 Impact Articles To Read

Callahan’s Impact Center is a compilation of webinars, publications, tactical documents, and more, all centered around creating a positive community impact. The Impact Center also features case studies and blog posts from creditunions.com that highlight how...

1Q21 Credit Union Takeaways and Trends

1Q21 Credit Union Takeaways and Trends

Amidst an industry landscape that is undergoing massive changes as a direct result of the COVID-19 pandemic, credit unions found a multitude of ways to adapt to the evolving needs of their members. Using data obtained from credit unions during the first quarter of...