Callahan & Associates, Inc.

In addition to our amazing guest speaker lineup, we’re excited to have Callahan leaders taking the stage and joining in on the fun, purpose‑driven work at the 𝟮𝟬𝟮𝟲 𝗣𝘂𝗿𝗽𝗼𝘀𝗲 𝗦𝘆𝗺𝗽𝗼𝘀𝗶𝘂𝗺. Together, they bring decades of industry experience and are true champions of credit unions and the impactful work they support every day. •   Jon Jeffreys, President & CEO, Callahan & Associates •   Katy Slater, Senior Vice President, Callahan & Associates •   Erin Coleman, Vice President of Industry Impact, Callahan & Associates •   Andrea Echavarria Pruna, MBA Pruna, Strategic Consulting Principal, Callahan & Associates 📅 February 11–13 📍 Austin, TX The countdown is on — we can’t wait to see you in Austin! 𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝗲𝘃𝗲𝗻𝘁: https://lnkd.in/eZ-RVJd5 #PurposeSymposium #PurposeDrivenLeadership #TeamCallahan #CreditUnionImpact #LeadingWithPurpose

💡 Calling all credit union marketers and storytellers! This week’s snow and ice storms reminded us how much credit unions step up when members and communities need them most. At Callahan, we want to capture and celebrate those moments through 𝗧𝗵𝗲 𝗠𝗲𝗺𝗯𝗲𝗿 𝗦𝘁𝗼𝗿𝘆 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 — a collection of authentic stories that show the heart of our industry. Do you have moments worth sharing? We’re especially interested in stories like:  • Staff going above and beyond during weather-related disruptions  • Emergency support for members or community-wide response efforts  • Small, meaningful interactions that reflect your credit union’s values in action No need for polished perfection; we value 𝗮𝘂𝘁𝗵𝗲𝗻𝘁𝗶𝗰𝗶𝘁𝘆 𝗼𝘃𝗲𝗿 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴. Browse examples: https://lnkd.in/eSz7ewRF Submit your story: https://lnkd.in/erZRA4EB

🎤 𝗣𝘂𝗿𝗽𝗼𝘀𝗲 𝗦𝘆𝗺𝗽𝗼𝘀𝗶𝘂𝗺 𝗦𝗽𝗲𝗮𝗸𝗲𝗿 𝗦𝗽𝗼𝘁𝗹𝗶𝗴𝗵𝘁: 𝗧𝗵𝗲𝗿𝗲𝘀𝗮 𝗗𝘂𝗯𝗶𝗲𝗹 Purpose-led leadership starts with people. Theresa Dubiel, MBA, CCE, CCUFC has spent her career building experiences that help members and communities thrive. As EVP and Chief Experience Officer at Lake Trust Credit Union, Theresa brings 20 years of leadership across member engagement and marketing, with a clear focus on financial wellbeing, small business growth, and community impact. Her work centers on creating meaningful experiences that strengthen relationships and expand opportunity. A passionate advocate for entrepreneurship, Theresa supports small business owners across the communities Lake Trust serves. Her leadership also extends beyond the credit union through board service with the Lake Trust Foundation, Michigan Chamber Mi Athena Advisory, and the Lansing Economic Area Partnership, along with ongoing involvement in local community organizations. At 𝗣𝘂𝗿𝗽𝗼𝘀𝗲 𝗦𝘆𝗺𝗽𝗼𝘀𝗶𝘂𝗺 𝟮𝟬𝟮𝟲, Theresa will join us for a fireside chat on “Financial Wellbeing: The Link to Strategic Growth.” With only a few seats remaining, explore the agenda and reserve your spot today: https://lnkd.in/gERmq8Tw #PurposeDrivenLeadership #CreditUnions #PurposeSymposium #MemberExperience #CommunityImpact

𝗔𝗿𝘁𝗶𝗳𝗶𝗰𝗶𝗮𝗹 𝗶𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝗶𝘀 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝗮 𝘁𝗲𝗰𝗵 𝗯𝘂𝘇𝘇𝘄𝗼𝗿𝗱. It’s reshaping how credit unions show up for members and support the people who serve them. Used well, AI doesn’t replace the cooperative spirit at the heart of the movement — it strengthens it by helping teams focus on what matters most. In our latest article, we explore how credit unions can apply AI with intention. When guided by mission and values, AI becomes a tool for better work and deeper connection, supporting teams behind the scenes while preserving the human relationships members trust. 🔹 𝗖𝗮𝗹𝗹𝗮𝗵𝗮𝗻 𝗰𝗹𝗶𝗲𝗻𝘁𝘀: Read the full article here → https://lnkd.in/etMkx6sS 🔹 𝗡𝗼𝘁 𝗮 𝗰𝗹𝗶𝗲𝗻𝘁 𝗯𝘂𝘁 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁𝗲𝗱? Learn more about accessing curated content → https://lnkd.in/eBptiNSy

Curious what financial wellbeing looks like in action? Join us for a fireside chat with Melissa Morgan of Patelco Credit Union to find out! In a conversation with Andrea Echavarria Pruna, MBA, and Andrew Robertson, Melissa will share the successful practices the credit union has put in place to strengthen both member outcomes and sustainable institutional growth. 𝗕𝗿𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 𝗮𝗻𝗱 𝗰𝘂𝗿𝗶𝗼𝘀𝗶𝘁𝘆, 𝗮𝗻𝗱 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://lnkd.in/epScudJS Gallup

Purpose matters. So does where you experience it. That’s why the 𝟮𝟬𝟮𝟲 𝗣𝘂𝗿𝗽𝗼𝘀𝗲 𝗦𝘆𝗺𝗽𝗼𝘀𝗶𝘂𝗺 is especially meaningful — hosted at University Federal Credit Union in Austin, TX. When an event focused on purpose is grounded in a credit union and community that actively live it, the conversations go deeper, the connections are stronger, and the impact lasts longer. We’re grateful to be hosted by Michael Crowl and Monica Maldonado Williams and the entire UFCU team this February. 📅 𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝟭𝟭–𝟭𝟯 | 📍 𝗔𝘂𝘀𝘁𝗶𝗻, 𝗧𝗫 ⏳ Only a few seats remain to join us! Learn more: https://lnkd.in/eGk2yxGM

In “𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗪𝗶𝘁𝗵 𝗖𝗮𝗿𝗲 𝗪𝗵𝗲𝗻 𝗜𝘁 𝗠𝗮𝘁𝘁𝗲𝗿𝘀 𝗠𝗼𝘀𝘁,” a frontline team member noticed something was off during what should have been a routine withdrawal. Her curiosity and compassion uncovered a more serious situation: a member was being targeted by a scam. By gently stepping in, explaining what was happening, and offering support, she not only protected the member’s finances — she gave her peace of mind when it was needed most. 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝘀𝘁𝗼𝗿𝘆, 𝘀𝘂𝗯𝗺𝗶𝘁𝘁𝗲𝗱 𝗯𝘆 Gulf Winds Credit Union 𝗮𝘀 𝗽𝗮𝗿𝘁 𝗼𝗳 𝗧𝗵𝗲 𝗠𝗲𝗺𝗯𝗲𝗿 𝗦𝘁𝗼𝗿𝘆 𝗣𝗿𝗼𝗷𝗲𝗰𝘁: https://lnkd.in/eWZ9BViT These are the moments that define our movement: people helping people. If your credit union has a story of care, courage, or connection, we want to hear it. 𝗦𝗵𝗮𝗿𝗲 𝘆𝗼𝘂𝗿 𝗼𝘄𝗻 𝗺𝗲𝗺𝗯𝗲𝗿 𝘀𝘁𝗼𝗿𝘆 𝗮𝗻𝗱 𝗯𝗲 𝗳𝗲𝗮𝘁𝘂𝗿𝗲𝗱: https://lnkd.in/e_E-3uFJ

Hundreds of credit union leaders are already diving into the 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗚𝗿𝗼𝘄𝘁𝗵 𝗙𝗿𝗮𝗺𝗲𝘄𝗼𝗿𝗸 — using it to sharpen priorities, align leadership teams, and focus on what truly drives growth. 𝗜𝗳 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲𝗻’𝘁 𝘆𝗲𝘁: ✔️ Take the 𝗹𝗲𝘀𝘀-𝘁𝗵𝗮𝗻-𝟱-𝗺𝗶𝗻𝘂𝘁𝗲 Strategic Growth Assessment (🔗: https://lnkd.in/erRfSNU5) ✔️ Loop in your leadership teammates to compare insights ✔️ Request your copy of the "Callahan's Strategic Growth Framework" book to guide what comes next: (🔗: https://lnkd.in/egrvK7me) It’s a quick assessment, but the conversations it sparks are anything but small. 👉 𝗘𝘅𝗽𝗹𝗼𝗿𝗲 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝗳𝗿𝗮𝗺𝗲𝘄𝗼𝗿𝗸 — 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗶𝗻𝘀𝗽𝗶𝗿𝗮𝘁𝗶𝗼𝗻 𝗯𝗲𝗵𝗶𝗻𝗱 𝗶𝘁: https://lnkd.in/erNK79Tt

𝗕𝘂𝗶𝗹𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗖𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲 𝗪𝗵𝗲𝗿𝗲 𝗖𝗮𝗿𝗲𝗲𝗿𝘀 𝗕𝗲𝗴𝗶𝗻 Workforce development and financial well-being go hand in hand. When credit unions meet members at the start of their career journeys, the impact can extend far beyond convenience — it can strengthen communities, local economies, and long-term member relationships. 𝗝𝗼𝗶𝗻 𝘂𝘀 𝗼𝗻 𝟭/𝟮𝟮 for a webinar with Clint Wilson, CEO, and Katlyn Anderson Ellis, MBA, Director of Business Development, DuGood Federal Credit Union, as they show us how they designed a full-service branch on a trade school 𝗰𝗮𝗺𝗽𝘂𝘀 and turned a 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗽𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽 𝗶𝗻𝘁𝗼 𝗮 𝗽𝗼𝘄𝗲𝗿𝗳𝘂𝗹 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: • How the credit union designed the program and service model • What led the credit union to choose a campus branch as a strategic investment • Practical lessons and best practices your credit unions can adapt to create similar partnerships • What impact the new branch is already having on students and the credit union 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://lnkd.in/e7wE_UTt 𝗡𝗼𝘁 𝗮 𝗰𝗹𝗶𝗲𝗻𝘁 𝘆𝗲𝘁? Learn how to access webinars like this and many others here: https://lnkd.in/eQ2mugNN

🎤 𝗣𝘂𝗿𝗽𝗼𝘀𝗲 𝗦𝘆𝗺𝗽𝗼𝘀𝗶𝘂𝗺 𝗦𝗽𝗲𝗮𝗸𝗲𝗿 𝗦𝗽𝗼𝘁𝗹𝗶𝗴𝗵𝘁: 𝗗𝗼𝗿𝗼𝗻 𝗡𝗼𝘆𝗺𝗮𝗻 As Vice President of Business Development and Community Relations at KeyPoint Credit Union, Doron Noyman has spent more than two decades designing initiatives that open doors for people who have traditionally been left out of the financial system. He is the creator of the Starting Point Program and Credit Starter Program, both designed to help young adults, newcomers, and underserved members build credit, gain stability, and move forward with confidence. These programs have reached thousands of people and earned industry recognition, including Luminaries Award Finalist, the REACH Social Impact Award, and statewide honors such as the Dora Maxwell Award — recognition that reflects real, measurable impact. Doron’s work demonstrates what’s possible when mission and strategy align, turning values into action for members and communities. We’re honored to welcome Doron to 𝗣𝘂𝗿𝗽𝗼𝘀𝗲 𝗦𝘆𝗺𝗽𝗼𝘀𝗶𝘂𝗺 𝟮𝟬𝟮𝟲. With only a few seats remaining, explore the agenda and reserve your spot today: https://lnkd.in/eZSENXDB #PurposeDrivenLeadership #CreditUnions #PurposeSymposium #CommunityImpact #FinancialInclusion