by Jack Rawlins | Aug 26, 2025 | Benchmarking, Data, Peer+, Strategy
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...
by Hannah Kaslow | Aug 15, 2025 | Data, Peer+, Research
What Performance Stories Are Your Peer Groups Telling? 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...
by Hannah Kaslow | Aug 30, 2024 | Consulting, Data, Peer+, Research, Strategy
For credit union suppliers to be considered indispensable, it’s more important than ever to know their clients’ and prospects’ businesses inside and out. Credit unions are looking for more than just basic products and services from their suppliers – they...
by Hannah Kaslow | May 31, 2024 | Data, Peer+
The ability to understand a credit union’s financial performance is one of the most vital skills for industry suppliers and service organizations. Armed with this knowledge and having a basic understanding of a credit union’s financial reports can help sales and...
by Hannah Kaslow | May 9, 2024 | Data, Peer+
In today’s changing financial landscape, credit unions face a host of challenges when it comes to maintaining stability and ensuring member protection. Recently, the National Credit Union Administration (NCUA) outlined its supervisory priorities for 2024,...
by Hannah Kaslow | Jul 10, 2023 | Data, Peer+
At Callahan & Associates, we understand that smaller credit unions often face challenges in benchmarking their performance against their peers due to limited resources, budgets, and time constraints. That’s why we created a simple, streamlined level in our...
