This course is designed to help supporting talent gain a clearer understanding of key financial metrics, how they are interrelated, and the types of decisions that impact them. Participants will also explore primary economic engines that often drive the business model. The secondary emphasis includes elevating leadership presence and communication. Why: Just about every decision
Join us on Thursday, November 30th, for a complimentary webinar to learn how Money Services Businesses (MSBs) can automate their FinCEN workflows for greater efficiency, accuracy, and consistency. PayLynxs’ CEO, Matt Conine will discuss how SimpliRisk helps organizations detect, generate, and submit SARs and CTRs in compliance with regulatory requirements. He’ll also share SimpliRisk’s invaluable
Tune in on Thursday, November 9th, for a complimentary webinar with PayLynxs’ CEO, Matt Conine. Matt will share how you can mitigate your institution’s risk, ensure regulatory compliance, and better identify potential financial crime by automating BSA/AML processes. Find out how we can help you streamline your compliance efforts and stay ahead of the curve.
Come join us and other credit union Tableau users to better understand the latest Tableau features and use cases for CU’s. Join us for a 1-hour session with two of our very own Credit Union Tableau Users! Dana Weigel from WECU and Karrie Cardiff from BECU. See the agenda below. 1. Welcome & Introductions 2.
The Temenos Credit Union Fall Forum will cover various topics catering to multiple interests as well as deep dive sessions on system optimization and expanding your use of the platform. Whether you’re looking to expand your knowledge or network with like-minded individuals, there will be something for everyone. Agenda Highlights: • Temenos Product Roadmap Sessions
Join us for a webinar with Nina Vellayan, CEO of Engageware, and Martin Frascaroli, Chief Strategy Officer and global AI innovator, as they present an overview of AI in the credit union landscape, the future of member engagement, and address some of the most common questions around conversational and generative AI. In today’s competitive landscape,
Optimizing the member experience for growth is at the forefront of all credit union initiatives today. With so many innovative ways to reach potential new members, however, what does it actually take to create noteworthy experiences to attract them? Join us for an informative webinar with panelist, Charlie McAdams, Director, Member Engagement Center and Chairman
Attention HR Professionals! This 3 day in person conference is the first in the nation with an exclusive focus on All Thing Compensation-Related for Credit Unions and Community Banks. Expert National Speakers and an HR Roundtable will prepare you to be a fully equipped business partner prepared for 2024 and beyond. We are offering an
What can you learn from transaction data about your members to improve their experience and your business performance? Join us for an upcoming webinar and hear from fellow credit union professionals. Together, we’ll take an in-depth look at how you can better understand your members from a macro and micro-level perspective. Learn how some credit
Come and join us for the first credit union tableau user group meeting of 2023. We’re bringing the CUTUG back as a collaborative group to address common challenges as a community such as deposit trends, fluctuating interest rates, member segmentation, automation, and more.
Callahan & Associates provides an early look at quarterly performance results. Sneak a peek at the latest trends here.
Don’t stop reading because you think this is a love letter to Zohran Mamdani. It’s not about politics; it’s about connection and authenticity. His people-first campaign offers four lessons for credit unions on speaking with purpose and being heard.
Explore best practices to streamline service, inspire leadership engagement, and improve the member experience.
Member growth is slowing. What can credit unions do about it? Callahan experts explore how purpose and financial wellbeing might be the key to sustainable member growth.
Futureproof your credit union. Learn how ASAPP Financial Technology’s bank.io OXP | Omnichannel Experience Platform supports credit unions as they compete against direct-to-consumer fintechs.
Choosing the right credit union core technology provider helps members, employees, and the credit union thrive.
When Erling Amundson made the jump from Fortune 500s to Langley Federal Credit Union, he brought a knack for member service and systems that listen, learn, and evolve.
Credit unions improve the member experience through training, bilingual service, and bold branch strategies. Explore three stories that show what it takes to connect.
How changing consumer behavior is redefining branches as community spaces for advice, education, and connection.
Increases in credit limits strengthen trust and loyalty; denials risk driving cardholders away.