Designed specifically for Loan Managers, Member Service Representatives, Loan Officers, and Credit Union Management, we understand that achieving exceptional loan yields, Return on Assets (ROAs), and outstanding member service is the core of your success. The University of Lending is the industry leading training solution that will transform your team’s performance and elevate your credit
On November 19-20, OpenFinity will organize the gathering of leading industry experts focusing on the 1033/Open Finance in the US and Canada. They will share their knowledge, experience, and perspectives with the financial community about what lies ahead, and how they can help with adoption and compliance. IntelliTrade CRO Bryan Hahn will be hosting a
Fannie Mae, first developed in 1938 to help ensure a reliable and affordable supply of mortgage funds throughout the country, is one of the foremost supporters of the home lending industry and supporter of organizations that seek to put consumers – including credit union members – in their own homes. The new year will bring
Please join us for a 2-day event in Austin, TX centered around all things purpose. We will explore key learnings from Sustainable Business Strategy (Callahan’s Leading with Purpose program) and bring forth insights from industry leaders committed to the purpose journey with interactive exchanges including breakouts, panel presentations and networking opportunities. Dates: February 6-7, 2025
Today’s environment is challenging — but consumers might be doing better than you think. Join the experts from LendingClub Bank to learn about The Power of the Consumer in Today’s Environment. As a nationally chartered bank, LendingClub Bank is the partner of choice for banks and credit unions to access short duration, high yielding consumer
Mortgage loans, like the homes they finance, are built brick-by-brick and step-by-step to provide the best possible results at the lowest cost. Professional builders understand this equation well, but some credit unions still don’t give enough thought to building out their loan pipeline in ways that will improve and enhance the process. That lack of
Join Melissa Pomeroy and Shira Spector for a real conversation about data culture. In this webinar, we’ll clarify the concept of “data culture” and dive into practical ways credit unions can leverage it to enhance decision-making, improve member services, and boost operational efficiency. Discover how fostering a data-driven mindset across your organization empowers your team
Join us to learn how credit unions can transform student loan refinancing into a powerful tool for attracting the next generation of members and boosting long-term loyalty. Led by industry expert: Amanda Bardonner, VP Strategic Accounts, LendKey Key takeaways include: Revolutionize Member Engagement: Discover how student loan refinancing can be your ticket to capturing the
Find out more about SERPs and how they benefit credit unions and non-profits. In this webinar you will learn: **Differences between a 457(f) and Split Dollar **Impacts of a SERP to the credit union and executive from both an income and tax perspective **NCUA examiner guidance and tax law changes **We host this webinar regularly
Get an in-depth look into Split Dollar plans, learn more about the benefits and the possible risks. At the end of this webinar, you’ll understand: **Reasons to offer a Split Dollar plan **Risks to the credit union and executives based on design and products utilized **Mitigation strategies **We host this webinar regularly but if our
Whitefish Credit Union barely mentions itself in its member stories. Instead, its high-quality video storytelling spotlights people, businesses, and communities, building trust, advocacy, and impact that don’t always show up in traditional ROI metrics.
The retired Langley FCU executive looks back on a career shaped by industry change, evolving leadership responsibility, and a constant focus on serving members first.
The New Jersey-New York metro credit union shares how a wellbeing-led strategy ensures members know where to turn first when life gets difficult.
To become skilled at personalization, credit unions must stop making assumptions about what resonates with members and start leveraging data to be sure.
Check all the right boxes while tying your credit union compliance efforts to strategy.
Looking for quarterly data coverage, expert analysis, lessons from leading credit unions, and more? Callahan has it covered. Comparing top-level performance and digging into the details has never been easier.
Callahan & Associates spotlights credit unions that return more value to members.
Langley FCU asked what it would take to be a truly exceptional workplace, and it shares four ways to get there.
Make your succession plan strategic and give it ‘teeth’ to reap the benefits of stronger governance and more effective C-suite leadership.
A public-private partnership in Michigan aims to influence opportunities after high school via a child savings account that provides yearly deposits and every reason to imagine what comes after graduation.