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About The Book

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How It Started

A few years ago, the senior team at Callahan & Associates embarked on a mission to understand what drives the success of the many thriving credit unions they work with. Through their investigation, they discovered that the key to success wasn't just in what these leading credit unions were doing, but in why they were doing it. This realization led the team to develop what is now called Callahan’s Strategic Growth Framework. After sharing this concept with industry leaders on a piece of scratch paper at the 2022 GAC conference, author and Callahan’s CEO Jon Jeffreys received overwhelming validation. Thus, the framework was born, with the hope of guiding all credit unions toward sustainable success. The book now serves to amplify this message.

About The Framework

The framework operates as a continuous, purpose-driven cycle — empowering employees, engaging members, amplifying stakeholder impact, and fostering sustainable growth — all reinforcing each other to build lasting momentum.

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Discover The Path To Increased Relevance And Impact

What’s Included?​

  • A Purpose-Driven Framework: A step-by-step guide to embedding purpose at the heart of your credit union's operations.
     

  • Real-World Examples: Case studies and success stories from credit unions that have implemented the framework and achieved remarkable results.
     

  • Actionable Insights: Practical advice and tools to help you start your journey towards sustainable growth and increased member engagement.

About The Author

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Jon Jeffreys is the President & CEO of Callahan & Associates and serves on the Board of Directors for Callahan & Associates and myCUmortgage. With over 15 years of experience in the credit union industry, Jon excels in fostering collaboration and driving innovation. He holds a BA in political science from Denison University and an MBA from the Kogod School of Management at American University, as well as FINRA licenses series 6 and 63.                                                               

About Callahan & Associates

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For 40 years, Callahan & Associates has guided credit union leaders to make informed strategic decisions that ensure their long-term relevancy. They do this by helping credit unions measure performance, identify strategic opportunities, and build collaborative networks, all through a mission-focused lens. 

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