2012 Outlook Webinar Featuring Credit Union CEOs Tom Dorety and Frank Pollack

For More Information: Jon Jeffreys, Callahan & Associates, 202-223-3920,  

Washington, DC – Callahan Financial Services and Dwight Johnston Economics are jointly hosting a free webinar on Thursday, February 9, at 2:30 p.m. (EST). The webinar will feature a lively discussion with Frank Pollack and Tom Dorety, CEOs of Pentagon FCU ($15B) and Suncoast Schools FCU ($4.9B). Credit unions may register at

“The purpose of this open dialogue is to help credit union senior managers evaluate their balance sheet plans for 2012,” says Chip Filson, CEO of Callahan Financial Services. “These CEOs are from two of America’s largest credit unions. They have different market areas, unique challenges, and defined strategies. This is a great opportunity to hear proven performance leaders as they think out loud.”

Pollack and Dorety will address questions such as: 

  • What were your credit union’s most noteworthy accomplishments in 2011?
  • How does the economic outlook influence your plans for 2012?
  • What will drive the success of your credit union’s performance in 2012?
  • What critical external indicators do you track to make key business decisions?
  • How does the regulatory environment or examiners’ views impact your priorities?
  • How can smaller credit unions learn from your judgments and experiences?

Filson will lay the foundation with a summary review of industry performance in 2011, the best year ever for increasing reserves and net worth. Johnston will provide an economic and financial framework for 2012 and moderate the conversation as Pollack and Dorety discuss their approach to 2012. Participants are encouraged to participate, and a session recording will be available for future viewing at

Callahan Financial Services is the administrator and distributor for Trust for Credit Unions, which provides credit unions with three professionally managed investment portfolios. As of January 31, 2012, more than 100 credit unions were investing in TCU with total balances of $1.1 billion in the family of funds. TCU is an SEC-registered, open-end mutual fund built on the cooperative principles of shared risk, scalability, democratic governance, and member value. Its investments are limited to only those authorized for credit unions in the Federal Credit Union Act.  

The Trust for Credit Unions (TCU) is a family of institutional mutual funds offered exclusively to credit unions. Callahan Financial Services is a wholly owned subsidiary of Callahan & Associate and is the distributor of the TCU mutual funds. Goldman Sachs & Co is the advisor of the TCU mutual funds. To obtain a prospectus that contains detailed fund information including investment policies, risk considerations, charges and expenses, call Callahan Financial Services, Inc. at 800-CFS-5678. Please read the prospectus carefully before investing or sending money. Units of the Trust portfolios are not endorsed by, insured by, obligations of, or otherwise supported by the U.S. Government, the NCUSIF, the NCUA or any other governmental agency. An investment in the portfolios involves risk including possible loss of principal. Investors in the TCU Ultra-Short Duration Government Portfolio and TCU Short Duration Portfolio should understand that the net asset values of the Portfolios will fluctuate, which may result in a loss of the principal amount invested. Investments in fixed income securities are subject to the risks associated with debt securities including credit and interest rate risk.

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