The Great Divide: Expert advice from recovering bankers

Credit union senior managers dish on what they’ve learned, and unlearned, from their transition to cooperative financial services.

The credit union industry is full of leaders who have made the transition from bank to credit union and in the process have shifted their focus from profits to service.

Callahan & Associates has hosted a number of these professionals at the more than 100 executive roundtables the firm has hosted since 2011. These former bankers followed their own path to credit union land but share with their peers an appreciation for and commitment to the movement’s member-first ethos and business practices.

What attendees share at an executive roundtable stays at the executive roundtable, but seven reformed bankers agreed to go on record to share insight and advice based on their own experiences making the move to not-for-profit financial services.


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