Industry Events

Financial Strategies Workshop

Gear up…Vizo Financial’s Financial Strategies Workshops are back! These events are the meeting place of finance and strategy, where you can gain the education needed to fine-tune your credit union’s money management methods and goals. With sessions on the “big four” for credit unions – the economy, ALM, investments and liquidity – each one-day workshop

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GRC thought leadership webinar with Protecht – Risk in Motion: Seeing risk before the incident.

Transform how you manage enterprise risks with continuous data visibility that enables smarter, proactive decisions. Register for this webinar: https://www.protechtgroup.com/en-us/webinars/risk-in-motion-bringing-risk-visibility-to-life?utm_source=callahan Risk is never static, so why does your enterprise risk management program still rely on point-in-time assessments and manual reporting? It’s time to move beyond static risk management and see risk before it becomes a

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Financial Strategies Workshop

Gear up…Vizo Financial’s Financial Strategies Workshops are back! These events are the meeting place of finance and strategy, where you can gain the education needed to fine-tune your credit union’s money management methods and goals. With sessions on the “big four” for credit unions – the economy, ALM, investments and liquidity – each one-day workshop

Read More »

ACUMA Fast Track Webinar: The Future of Housing: Navigating Disaster Recovery, Policy Shifts, and Portfolio Resilience for Credit Union Mortgage Lenders, sponsored by ACES Quality Management

The housing landscape is evolving in response to various challenges, including natural disasters, policy changes, and economic pressures. Join us for an insightful webinar tailored for credit union mortgage lenders, where we’ll explore the critical topics shaping the future of housing and mortgage lending. Key discussion points will include: • Disaster Recovery: Strategies for credit

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CU Engage

CU NextGen Engage is a unique platform designed to foster collaboration, share insights, and pave the way for the future of credit unions. Over the course of three days, participants will have the opportunity to engage with industry experts, learn from seasoned credit union leaders, and gain valuable insights into leading innovation with CU NextGen

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CU NextGen Engage 2025

CU NextGen Engage is a unique (and free!) event designed to foster collaboration, share insights, and pave the way for the future of credit unions. Participants will have the opportunity to engage with industry experts, learn from seasoned credit union leaders, and gain valuable insights into leading innovation with CU NextGen solutions.

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2025 TriVerity Collection Academy

Join us for the TriVerity Collection Academy, where industry professionals come together to share innovative approaches and best practices in collections. This year’s theme, “A Unified Vision for Collections,” emphasizes the importance of collaboration, adaptability and strategic thinking in an ever-evolving industry. Whether you’re looking to improve operational efficiencies, stay ahead of regulatory changes, or

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CU*SOUTH Visionary 2025 Conference

The Visionary 2025 Conference is CU*SOUTH’s marquee annual event, set to take place May 19–21, 2025, at the Rosen Shingle Creek Resort in Orlando, Florida. This premier gathering brings together credit union professionals to explore the latest industry trends, technologies, and strategies. Attendees will connect with industry experts, thought leaders, and peers to share insights

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ACUMA Inside Track Webinar, sponsored by Polygon Research: Live Market Data that Works and Practical Tools Every Credit Union can Afford

In a mortgage data landscape filled with complex solutions and significant investments, there’s a practical alternative. Join us for a live demonstration of how credit unions can effectively leverage loan-level intelligence and real-time market data without excessive costs or complexity. We’ll show you practical applications of our interactive dashboards – MBS Pivot, FHA Pivot, HMDAVision,

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Open Banking Implementation and Roadmap

The success of Open Banking depends on aligning implementation with clear strategic goals. From the onset Banks and Credit Unions must define their objectives—whether it’s enhancing customer experience, driving revenue growth, or standing out in the market. Breaking the process into individual phases can provide valuable insights. Many steps can leverage existing policies and processes

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Financial Strategies Workshop

Gear up…Vizo Financial’s Financial Strategies Workshops are back! These events are the meeting place of finance and strategy, where you can gain the education needed ...

GRC thought leadership webinar with Protecht – Risk in Motion: Seeing risk before the incident.

Transform how you manage enterprise risks with continuous data visibility that enables smarter, proactive decisions. Register for this webinar: https://www.protechtgroup.com/en-us/webinars/risk-in-motion-bringing-risk-visibility-to-life?utm_source=callahan Risk is never static, so ...

Financial Strategies Workshop

Gear up…Vizo Financial’s Financial Strategies Workshops are back! These events are the meeting place of finance and strategy, where you can gain the education needed ...

ACUMA Fast Track Webinar: The Future of Housing: Navigating Disaster Recovery, Policy Shifts, and Portfolio Resilience for Credit Union Mortgage Lenders, sponsored by ACES Quality Management

The housing landscape is evolving in response to various challenges, including natural disasters, policy changes, and economic pressures. Join us for an insightful webinar tailored ...

CU Engage

CU NextGen Engage is a unique platform designed to foster collaboration, share insights, and pave the way for the future of credit unions. Over the ...

CU NextGen Engage 2025

CU NextGen Engage is a unique (and free!) event designed to foster collaboration, share insights, and pave the way for the future of credit unions. ...

2025 TriVerity Collection Academy

Join us for the TriVerity Collection Academy, where industry professionals come together to share innovative approaches and best practices in collections. This year’s theme, “A ...

CU*SOUTH Visionary 2025 Conference

The Visionary 2025 Conference is CU*SOUTH’s marquee annual event, set to take place May 19–21, 2025, at the Rosen Shingle Creek Resort in Orlando, Florida. ...

ACUMA Inside Track Webinar, sponsored by Polygon Research: Live Market Data that Works and Practical Tools Every Credit Union can Afford

In a mortgage data landscape filled with complex solutions and significant investments, there’s a practical alternative. Join us for a live demonstration of how credit ...

Open Banking Implementation and Roadmap

The success of Open Banking depends on aligning implementation with clear strategic goals. From the onset Banks and Credit Unions must define their objectives—whether it’s ...
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