One of Callahan’s most-used resources is our Policy Exchange. The Policy Exchange is a depository of credit union-donated and Callahan-created:
- Internal and member-facing policies
- Documented procedures and processes
- Member-facing communications and collateral
- Internal, board, and NCUA-ready reports
- Data-driven scorecards, dashboards, frameworks, questionnaires, and assessments
- Job descriptions
The more than 600 documents now in the Policy Exchange are easy to search. Find what you need, download it, and then customize it for your own use.
Credit union leaders and industry trends drive the Policy Exchange. For example, this past spring we launched a COVID-19 Policy Exchange and collected nearly 100 documents covering health protocol, branch operations, member communications, remote work protocols, and pandemic response plans. Let us help you find what you’re looking for.
Top 10 Downloaded Policy Exchange Documents of 2020
As 2020 comes to a close, now is the time for us to re-cap what your industry peers found to be most valuable this year.
- Remote Work Guidelines – Guidelines for temporary work from home, including equipment inventory and usage documentation.
- Business Intelligence Manager – Job Description – A ready-to-use job description for hiring a business intelligence manager.
- Disinfection Plan – $1B CU Example – Internal documentation on how to handle the disinfection of branches open and operating during COVID-19.
- Coronavirus Risk Mitigation Plan – A credit union board presentation detailing its coronavirus risk mitigation plan.
- Member Hardship Templates – Member-facing communications and internal guidelines for a credit union’s member financial assistance programs.
- Risk Functions Organization Chart – Organizational chart that shows the relationship between CEO, HR, CFO, IT, Risk, and their teams for a credit union $500M-$1B in assets.
- Pandemic Plan Response Checklist – A pandemic response plan and checklist submitted by a credit union $250M-$500M in assets.
- Auto Lending Dashboard – Power BI dashboard (with example data) to track and analyze auto loan production over time.
- Community Impact Report Example – Member-facing report outlining a credit union’s impact across community engagement, financial literacy, and economic development.
- Pandemic Continuity of Operations Appendix – A document that guides the implementation of a credit union’s Pandemic Annex to ensure the organization can conduct its critical functions.
Callahan clients, with access to the Policy Exchange, can visit it from their client portal. You can browse by topic, search by keyword, or just copy and paste the document names listed above.
Not a Callahan client or don’t have access to the Policy Exchange? Click the button to learn more, get an overview, and speak with a member of our team.
More Blogs
Leverage Your Peers For Vendor Due Diligence
When it comes to picking the right digital banking vendors for your institution Callahan & Associates knows how important it is to conduct a robust analysis before signing on the dotted line. Often, vendors will offer a curated list of client referrals you can...
Let The Policy Exchange Expedite Your Hiring Process
There have been few moments in American history in which the economy has experienced as much whiplash as the COVID-19 pandemic. After an economic shutdown brought an extended period of turmoil and job loss, we experienced a rapid V-shaped recovery which has brought...
4 Easy Ways to Analyze 4Q Data on Peer+
With fourth-quarter data released by the NCUA, it’s the perfect opportunity to reflect and compare your institution to your peers using Peer+. With an intuitive and reimagined interface, strategic year-end reporting for your credit union has never been easier. Give...
Credit Unions See Record High Member Engagement and Relationships In 4Q21
More consumers than ever turned to credit unions in 2021. Total industry assets surpassed $2 trillion last year, as over 5.4 million Americans became new credit union members bringing total membership to 131.1 million. Additionally, the industry is seeing accelerated...
This Month In Impact – January 2022
One of Callahan & Associates 2022 goals is to increase our Impact Network members and how we impact our community of credit union leaders. We’re devoting much of our content this year to talk about impact, including how credit unions are looking at impact,...
Top 5 Webinars Of 2021 On CreditUnions.com
Through all the ups and downs, twists and turns that 2021 put the credit union industry through, Callahan has continued empowering credit unions to impact their communities in meaningful ways. That includes our webinars, which offer key insights into a variety of...
Top 5 Articles Of 2021 On CreditUnions.com
It has been a lively year for the credit union industry. A year that started in the throes of COVID-19 has now given way to nationwide economic reopening tempered by labor shortages, inflation, and now, concerns about yet a new variant. Through it all,...
3 Themes For Credit Union CEOs Leading Into 2022
Credit unions have reported a string of significant milestones across 2021. Over the past few months, we've been able to speak with hundreds of credit leaders and wanted to share some of the key themes we’ve been hearing. Digital Transformation Digital transformation...
Alternative Data Sets And How They Can Help Your Credit Union
For credit unions, there’s no such thing as “too much data”. If there’s data that exists for credit unions to get a better gauge on their role in the local community or in the industry at large, it’s in the cooperative’s best interest to uncover it. While typical...
A Successful Launch Starts With A Successful Team
People often ask me why I’m such a passionate credit union advocate. OK, to be honest, the question is usually more along the lines of “why are you obsessed with credit unions”, and the “people” in question are my friends, family, neighbors, kids’ friends’ parents,...