𝗔𝗿𝗲 𝗬𝗼𝘂 𝗗𝗲𝗹𝗶𝘃𝗲𝗿𝗶𝗻𝗴 𝗧𝗵𝗲 𝗥𝗶𝗴𝗵𝘁 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗔𝗰𝗿𝗼𝘀𝘀 𝗘𝘃𝗲𝗿𝘆 𝗖𝗵𝗮𝗻𝗻𝗲𝗹?💡 WEOKIE Federal Credit Union realized it was time for a shift — not just in strategy, but in structure. That’s why WFCU introduced a new executive role: the 𝗖𝗵𝗶𝗲𝗳 𝗗𝗲𝗹𝗶𝘃𝗲𝗿𝘆 𝗢𝗳𝗳𝗶𝗰𝗲𝗿. This isn’t about a flashy title. It’s about building real member connections across digital and in-person channels. If you’ve been trying to close the gap between your contact center, branches, and digital tools — or feel like something’s missing in your service delivery — this story might offer the spark you need. 📖 Written by Savana Morie 👤 Featuring CEO Jeff Carpenter and CDO Kyle P. Sanders of WEOKIE Federal Credit Union 👉 Read more: https://lnkd.in/enV-mgJd
Callahan & Associates, Inc.
Financial Services
Washington, DC 13,477 followers
The Credit Union Company
About us
Callahan & Associates is dedicated to helping the credit union industry thrive. Our team of experts provides leading research, analytics, networking and consulting solutions. More than 4,000 credit unions and industry suppliers rely on us for the latest data, actionable insights and benchmarking tools to develop their unique competitive advantages and achieve their strategic goals. Our 30+ year history has enabled us to build an unparalleled knowledge transfer consortium which connects the industry’s best minds.
- Website
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https://www.callahan.com/
External link for Callahan & Associates, Inc.
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Washington, DC
- Type
- Privately Held
- Founded
- 1985
- Specialties
- Credit Union Analysis, Credit Union Data, Credit Union Strategy, Credit Union Consulting, Credit Union Strategic Planning, Credut Union Resources, Credit Union Vendors, and Credit Union Suppliers
Locations
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Primary
1001 Connecticut Ave NW, Suite 1001
Washington, DC 20036, US
Employees at Callahan & Associates, Inc.
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Lisa Penn
Account Executive | Financial Services | Sales Planning | CRM | B2B Data-Driven Insights | Client Success | Cross-Functional Collaboration Strategic…
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Erin Coleman
Passionate credit union advocate, facilitator, and public speaker. Committed to Diversity, Equity and Inclusion.
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Jennifer Davis
Credit Unions do amazing things - let's work together to support our industry.
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Josh McAfee
Senior Advisor specializing in Credit Union Analysis and Strategic Consulting
Updates
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Thrilled to welcome Vizo Financial Corporate CU! Built around the credit union movement’s core values, Vizo Financial supports credit unions across the country with essential back-office solutions and strategic guidance. Now with Peer Suite, we’re excited to see how Vizo Financial continues to elevate its support with data-backed insights to drive innovation and success across the credit union landscape. #CallahanCommunity #VizoFinancial #InsightInAction #CreditUnionSupport
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𝗟𝗮𝘀𝘁 𝗗𝗮𝘆 𝗔𝘁 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗖𝗼𝘂𝗻𝗰𝗶𝗹 𝗖𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 𝗜𝗻 𝗣𝗵𝗼𝗲𝗻𝗶𝘅! 📈✨ There is still time to visit us and see what's cooking at Callahan! Stop by 𝗕𝗼𝗼𝘁𝗵 #𝟮𝟮𝟰 today, where Andrew Wasik and Olivia Cytrynowicz are offering FREE peer benchmarking analysis. Discover untapped opportunities by comparing your metrics against industry standards. Make it count. Stop by before the day wraps. #FinanceCouncil #CreditUnionStrategy #FinanceProfessionals
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Welcome aboard Bay Area Credit Union! Chartered in 1934, Bay Area Credit Union ($81M) began as a credit union for Sohio Toledo Refinery employees and has evolved into a modern financial institution with deep community roots. Known for offering “big-bank” services with a member-first attitude, Bay Area CU continues to innovate while maintaining personal connections. It serves members who live, work, worship, or go to school in Lucas, Wood, Ottawa, and Sandusky counties in Ohio. With Peer Suite’s benchmarking and analytics tools, we’re excited to support Bay Area CU as it further enhances its service strategies and member value. #CallahanCommunity #BayAreaCU #MemberDriven #StrategicGrowth
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A warm welcome to Ft. Randall Federal Credit Union! Serving South Dakota since 1951, Ft. Randall FCU ($42M) began by supporting federal employees in the Pickstown School District and has grown to serve members across Charles Mix County and beyond. Today, its community charter includes individuals who live, work, worship, volunteer, or attend school in Brule, Bon Homme, Charles Mix, Douglas, Gregory, and Hutchinson counties. We’re excited to see how Ft. Randall FCU leverages Peer Suite’s data and analytics to inform strategy, strengthen performance, and deepen their community impact. #CallahanCommunity #FtRandallFCU #CommunityDriven #PeerInsights
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Welcome NorthWestern Energy Employees Federal Credit Union! Founded in 1974, NorthWestern Energy Employees Federal Credit Union ($33M) serves employees in the energy and communications sectors, along with retirees and other member groups tied to its origins. With decades of dedication to the principle of “not for profit, not for charity, but for service,” their commitment to member well-being has remained steadfast through change. We're excited to support NWEFCU as they explore Peer Suite’s performance insights to identify opportunities that enhance strategic planning and long-term impact. #CallahanCommunity #NEEFCU #FinancialEmpowerment #MemberFocus
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🚨 𝗟𝗮𝘀𝘁 𝗖𝗵𝗮𝗻𝗰𝗲 𝗧𝗼 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿! 𝗝𝗼𝗶𝗻 𝗰𝗿𝗲𝗱𝗶𝘁 𝘂𝗻𝗶𝗼𝗻 𝗹𝗲𝗮𝗱𝗲𝗿𝘀 𝗻𝗮𝘁𝗶𝗼𝗻𝘄𝗶𝗱𝗲 𝘁𝗼𝗺𝗼𝗿𝗿𝗼𝘄 𝗮𝘁 𝟮 𝗣𝗠 𝗘𝗧 for a live, in-depth look at new quarterly performance trends during 𝟭𝗤𝟮𝟱 𝗧𝗿𝗲𝗻𝗱𝘄𝗮𝘁𝗰𝗵. 📉 The American economy shrank slightly in Q1, adding complexity to performance analysis — but early signs like improved delinquency and rising net interest margins suggest credit unions still have room to maneuver. 🎙️Special Guests: Jason Haley at ALM First and Patrick Basler at Great Lakes Credit Union 🤝 Sponsored By: Alloya Corporate FCU Don’t navigate Q2 without these insights: 👉 https://lnkd.in/eS6ce2dP #Trendwatch1Q25 #Webinar #CreditUnions
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A warm welcome to St. Mary's Bank! Founded in 1908 in Manchester, New Hampshire, St. Mary’s Bank CU ($1.6B) holds the distinction of being America’s first credit union. With more than a century of service, they continue to support individuals, families, and businesses with trusted financial solutions and personalized care. We’re excited to see how Peer Suite’s insights will help St. Mary’s Bank CU explore new growth opportunities and further its mission of empowering financial success for members. #CallahanCommunity #StMarysBankCU #CreditUnionPioneer #FinancialEmpowerment
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𝗔𝗺𝗲𝗿𝗶𝗰𝗮'𝘀 𝗖𝗿𝗲𝗱𝗶𝘁 𝗨𝗻𝗶𝗼𝗻𝘀' 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗖𝗼𝘂𝗻𝗰𝗶𝗹 𝗖𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 𝟮𝟬𝟮𝟱 🔍💰 Join us at the 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗖𝗼𝘂𝗻𝗰𝗶𝗹 𝗖𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 𝟮𝟬𝟮𝟱 in Phoenix (May 18-20)! Visit Andrew Wasik, 𝗦𝗲𝗻𝗶𝗼𝗿 𝗔𝗰𝗰𝗼𝘂𝗻𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗿, and Olivia Cytrynowicz, 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝗔𝗱𝘃𝗶𝘀𝗼𝗿, at 𝗕𝗼𝗼𝘁𝗵 #𝟮𝟮𝟰 for complimentary peer benchmarking data that reveals how your institution compares to others. Visit 𝗕𝗼𝗼𝘁𝗵 #𝟮𝟮𝟰 for a clear look at how you compare and where to improve. #CreditUnions #FinanceConference #FinancialInsights
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𝗜𝘁’𝘀 𝗧𝗶𝗺𝗲 𝗧𝗼 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗙𝗼𝗿 𝟭𝗤𝟮𝟱 𝗧𝗿𝗲𝗻𝗱𝘄𝗮𝘁𝗰𝗵! Join us on 𝗠𝗮𝘆 𝟭𝟱𝘁𝗵 𝗮𝘁 𝟮𝗣𝗠 𝗘𝗧 for a live look at 𝟭𝗤𝟮𝟱 credit union performance trends, exploring where the credit union movement stands, and where additional opportunities lie. You'll walk away with key financial and operational metrics on growth, lending, shares and member relationships and more — providing context to support strategic decisions, board discussions, and more. Special Guests: Jason Haley at ALM First and Patrick Basler at Great Lakes Credit Union Sponsored By: Alloya Corporate FCU Register now: https://lnkd.in/eKuRbXPx #Trendwatch1Q25 #Webinar #CreditUnions
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