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
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
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
Credit unions often face a significant challenge in making sense of transaction data, making it hard for teams to understand members’ spending stories. In this webinar, Arkatechture and Alkami will demonstrate how to cleanse and classify complex transaction codes, transforming cryptic codes into clear, human-readable insights. By automating this process, your credit union can quickly
Find out more about Supplemental Executive Retirement Plans (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
Even years after implementation, CECL continues to challenge finance teams, auditors, and regulators alike. From incomplete data, volatile forecasts, to black-box models and governance headaches, many institutions are still asking: “Are we doing CECL right?” Join our upcoming webinar as we break down the most pressing CECL pain points—what frustrates bankers, what auditors scrutinize, and
Boards and CEOs are constantly faced with the challenge of adapting to an ever-changing competitive landscape. This webinar will outline how boards and CEOs can evolve their governance response pattern and to better capture strategic opportunities and avoid critical governance challenges. We’ll dive into the essential skills and practices boards will need, how to support
Join us for Vizo Financial’s 2025 virtual Payments Conference, an immersive online event on November 5-6 that will unite credit union professionals and payment industry leaders for an in-depth exploration of the evolving payments landscape. This year’s agenda is packed with essential sessions focused on the most critical payments issues and advancements facing today’s payments
Credit Union Performance Benchmarking Trends For many credit union executives and finance leaders, reporting on financial performance and benchmarking against peers is common practice. But when addressing challenges like increasing member growth, improving asset quality, or boosting operational efficiency, traditional asset size or geographic peer groups often fall short of providing meaningful insight. That’s
Credit unions are facing increased competition, evolving member expectations and economic pressures that demand smarter, more strategic growth. Join us for a dynamic 60-minute webinar designed to equip your credit union with the insights and tools to thrive in this changing landscape. This session will provide an educational overview of why credit union growth optimization
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.
Callahan & Associates provides an early look at quarterly performance results. Sneak a peek at the latest trends here.