Callahan & Associates Launches Executive Resource Center with Goal of Improving Credit Union Efficiency

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Human resources first section introduced, supplying credit unions with reusable documents for job postings, policy creation, organizational structure development, and more.

The Executive Resource Center links the cooperative spirit to technology in a way that’ll streamline operations.

Callahan & Associates is pleased to announce the launch of the Executive Resource Center (ERC), an online platform that provides credit unions access to operational documents and templates submitted by fellow cooperatives that can be reused or tailored to meet individual needs. The launch is marked by the rollout of the human resources section of the ERC.

The ERC is designed to minimize the inefficiencies involved in creating documents from scratch. Instead, users download documents directly from the ERC with rights to use and edit freely. Each document is approved for reuse by the contributor and vetted for quality by Callahan & Associates prior to being posted.

The human resources section contains documents related to policy creation, interviewing and hiring, employee evaluation, and organizational structure development, among others. With a wide range of standard documents at their disposal, HR professionals using the ERC can turn their attention toward functions like talent acquisition and employee satisfaction.

In addition to human resources, the ERC will eventually include sections dedicated to finance, information technology, compliance, marketing, corporate governance, lending, and operations and branching.

“The Executive Resource Center links the cooperative spirit to technology in a way that’ll streamline operations,” said Jon Jeffreys, Managing Partner at Callahan & Associates, “Credit unions have always been willing to help each other out, and now they can do so in an efficient and easy way. Credit union professionals can spend less time creating documents and more time focusing on meeting member needs.”

The ERC is accessible to credit unions subscribed to Callahan & Associates’ Leadership Program via their Leadership Portal. Once in the ERC, users can browse documents based on topic or submit their own documents for use by other credit unions.

For more information on the ERC, contact Callahan & Associates at 1-800-446-7453.

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 nearly 30 year history has enabled us to build an unparalleled knowledge transfer consortium which connects the industry’s best minds. To learn how you can join Callahan’s network, please visit

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Salvador Lopez
Callahan & Associates
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