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Why Great Lakes CU Is Betting Big On Partnerships
Last week, Callahan & Associates hosted the inaugural installment in its "A Conversation With..." webinar series, featuring Great Lakes Credit Union CEO Steve Bugg. In the exclusive conversation, Bugg emphasized the value partnerships can bring to the industry and...
Browse 5300 Call Reports With Ease.
Every CU 5300 Call Report – Instantly And Seamlessly. If your goal is to reach more credit unions with your products and services, you likely know all too well how long it takes to pull 5300 Call Reports for dozens of prospects to fuel your sales pipeline and...
How Sales Teams Work More Efficiently In Peer Suite
Is your team spending countless hours manually pulling reports and compiling data for your credit union prospects? Are you looking for a more efficient way to collaborate with your team and onboard new members? Callahan’s Peer Suite helps credit union suppliers...
Ultimate Benchmarking Guide For Credit Unions
What Is Benchmarking? Benchmarking is the interpretation and analysis of financial information in order to make direct performance comparisons to other credit unions, banks, and customized peer groups. It enables a credit union to track internal goals, identify...
How Interra Is Advancing Its Purpose Journey
Several years ago, the five-member executive team of Interra Credit Union ($1.7B, Goshen, IN) participated in a virtual learning experience from Callahan & Associates offered in collaboration with Harvard Business School Online.
3 Peer Group Types That Go Beyond Asset Size
While benchmarking your performance against asset-based peer groups has value, relying strictly on asset size for peer group analysis can skew your benchmarks by including credit unions that don’t share much in common with your institution. Just take a look at this...
How To Address Board Concerns On Performance
Navigating Tough Questions: How to Address Board Members' Concerns about Financial Performance As a credit union leader, you understand that one of your most important responsibilities is to articulate your credit union's financial performance to the board of...
CECL: Everything You Need To Know
CECL: Everything You Need To Know In 2016, the Financial Accounting Standards Board announced that they would change the methods financial institutions used to calculate and report charge-offs. This new regulation changed the method from an Allowance for Loan and...
4 Most Commonly Confused Call Report Codes
Callahan's Tips For Correctly Reporting To The NCUA The NCUA’s 1Q22 5300 Call Report contained over 1,000 new, erased, and changed codes, leaving many credit unions in the dark on how to correctly report quarterly. As credit unions familiarize themselves with the...
Peer Suite Access Levels For Suppliers
Callahan & Associates is getting ready to launch four access levels within the Peer Suite for suppliers. Find out which access level is right for you.