September 1st, 2026025The three-day experience will bring together credit union leaders to explore how purpose can shape stronger organizations and deepen member impact.
Washington, DC – Callahan & Associates announced that its annual Purpose Symposium will take place Feb. 10-12, 2027, in San Diego, CA. Designed for credit union leaders who believe...
May 4th, 2026022Washington, DC – Callahan & Associates and CU Strategic Planning, a Callahan company, will host their first in-person CDFI Executive Roundtable on May 19-20, 2026, in Columbus, Ohio as part of its 2026 lineup. The event is built for leaders of CDFI-certified credit unions who want to connect with peers, share what is working, and...
April 27th, 2026038Washington, DC – Callahan & Associates announced the recent additions of Joshua R. Polanin, Vice President of Analytics & Applied AI, and Jason Ross, Director, Advisory Service, who both joined April 14.
Polanin leads Callahan’s analytics and applied AI efforts, helping turn complex performance data into practical tools that...
April 16th, 2026048Washington, DC – Callahan & Associates announced today the launch of CU Profiles, a new free plan within its performance measurement platform, Peer Suite. Built on the belief that every credit union deserves access to clear, meaningful data, CU Profiles removes the cost and complexity that has historically kept institutions from...
April 8th, 2026027New Beta Capability Helps Credit Union Teams Turn Performance Data Into Clearer Conversations
Washington, DC – Callahan & Associates announced the release of dashboard-level AI Analysis (beta) in Peer Suite, a new capability designed to help credit union teams interpret performance results more efficiently and center discussions...
February 12th, 2026049CDFI Fund maintains $334 million appropriation for 2026
WASHINGTON, DC – CU Strategic Planning, a leading provider for mission-focused credit unions, expressed gratitude to Congress for maintaining the $334 million appropriation for the Community Development Financial Institutions (CDFI) Fund in the recently passed continuing...
January 9th, 2026077Washington, DC – Callahan & Associates, a leading provider in performance measurement, leadership development, strategic advisory, and community development for credit unions, is excited to announce the acquisition of Quantum Governance, a nationally recognized consulting firm specializing in governance and strategy.
The...
October 16th, 2025028Washington, DC – In celebration of International Credit Union Day, Callahan & Associates is proud to announce the launch of The Member Story Project, a new initiative designed to spotlight the everyday moments when credit unions make a meaningful difference in the lives of their members. Story collection begins Thursday, October...
May 19th, 2025046Washington, DC – Great Lakes Credit Union (GLCU) has been featured in the Spring 2025 edition of Callahan & Associates’ “Anatomy Of A Credit Union” series, which highlights exemplary credit unions demonstrating strategic innovation and community impact.
The comprehensive profile details GLCU’s transformative journey since...
