Economic Update: Ohio Specific Trends to Power 2021 Growth
October 28, 2020 @ 2:00 pm – 3:00 pm
The Ohio Credit Union League is partnering with Callahan & Associates, Sam Taft AVP for analytics, and Phylicia Atkins, client engagement specialist, for a webinar where they will cover key trends and ratios most relevant to credit unions in Ohio and what credit unions should be thinking about leading into 2021. We will walk through CUAnalyzer and show you how to create a custom analysis for your credit union and where to find pre-build reports for strategic planning, lending, marketing, the board of directors, and more.
Phylicia Atkins is the client engagement specialist for Callahan & Associates. As part of the Advisory Services team, Atkins ensures new clients and users have everything they need for a successful Callahan relationship. She is a member of the Cooperative Trust and was a GAC Crasher in 2015. Atkins has more than a decade of credit union experience and has previously held leadership positions in operations, technical and sales training, and community outreach for two credit unions.
Sam Taft is the associate vice president of analytics and business development at Callahan & Associates where he leads the company’s analytical efforts while also assisting with consulting engagements, topic-specific speeches, strategic planning, and industry trend analysis and webinars. His keen focus on credit union financials and mortgage data makes him a go-to resource for trend and forecast analysis. He manages the business development efforts for the Trust For Credit Unions, which supports credit union investments through professionally managed mutual funds, through a subsidiary, Callahan Financial Services. He holds FINRA license series 63 and 79.