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.

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