PRESS RELEASE
For Immediate Release: April 23, 2024
For More Information: Alexandra Gekas, Callahan & Associates, agekas@callahan.com
Washington, DC – Callahan & Associates and CU Strategic Planning proudly announce their strategic alliance, driven by a shared vision to empower credit unions to make a meaningful impact on their members and communities. This union combines the strengths of both organizations, bringing together a wealth of expertise, innovative solutions, and a shared dedication to transforming the credit union movement.
Together, Callahan & Associates and CU Strategic Planning will provide their award-winning offerings with even greater value, more dynamic capabilities, and increased innovation to help more credit unions thrive.
Jon Jeffreys, currently CEO at Callahan & Associates, will serve as CEO of the new combined organization. Stacy Augustine will become President of CU Strategic Planning, a Callahan Company.
“Joining forces with CU Strategic Planning just feels right.” said Jon Jeffreys, “I’m so excited to see the impact we can have on the industry together. Moving forward as one organization, we are even better positioned to serve our credit unions, while driving growth and positive change within the movement.”
“This announcement represents a new chapter in our journey to support the long-term relevancy and impact of credit unions across America,” said Stacy Augustine, President of CU Strategic Planning.
“Callahan’s products and services have been transformational for us and our clients. We are beyond excited about the opportunities this alliance brings and look forward to delivering even greater value to our credit unions, together.”
Moving forward, CU Strategic Planning will operate as a Callahan & Associates company. Both organizations will retain all staff to maintain seamless operations. This transition signifies a new chapter in their shared journey to drive positive change and support the growth and long-term relevancy of credit unions across the movement.
About Callahan & Associates
For nearly 40 years, Callahan & Associates has been instrumental in guiding credit union leaders to make informed strategic decisions to ensure their long-term relevance. They accomplish this by helping credit unions measure performance, identify strategic opportunities, and build collaborative networks, all through a mission-focused lens.
About CU Strategic Planning
Since 2008, CU Strategic Planning has provided business planning services for credit unions focusing on community development and is the No. 1 CDFI certification, grant-writing and compliance firm for credit unions in the country, securing and managing compliance for $945 million in US Treasury CDFI grants and related award funding. Through grants, strategic and tactical planning, community summit facilitation and more, CU Strategic Planning achieves its mission to unlock opportunities for credit unions to change lives and their communities.
More Blogs
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
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
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...
We’re Re-Building Peer-To-Peer From The Ground Up, Here’s What You Can Expect
Intuitive design. Faster analysis. Enhanced reporting. All packaged into a sleek, modern interface. Those are just a few of the changes you can expect with the launch of Callahan’s Peer+ software, coming January 2022. We’re excited to share that the classic...
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...
1Q21 Strategy & Performance Now Available For Download
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...
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
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...
Introducing The Credit Union Impact Center
The Impact Center is a compilation of webinars, publications, tactical documents , and more, all centered around creating a positive community impact.
Peer Group Criteria That Go Beyond Asset Size
Three peer group examples for a more accurate credit union benchmarks.