Industry Events

Key issues for boards and audit committees in 2023

Join us on January 31, 2023 for an executive briefing specifically for corporate leaders, audit committee members and board members. We will share insights on key financial, regulatory and governance issues, important economic insights for 2023, and what company boards will need to consider to navigate the ever-changing economic environment, along with the emerging reporting

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TriVerity Digital Collection Call Success Training

This one-day live training course was designed for all levels of financial institution collection staff. It will immediately improve collection efficiencies and reduce delinquencies and help put ‘Resolved’ to collection calls. Call quality vs. call quantity. This training will focus on improving call quality, which in turn will lead to a natural flow of achieving

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Underground Collision – Shattered

Underground Collision, SHATTERED, in DC. Thought leaders will explore the vulnerability of credit unions and their members in 2023 with a strategic eye on the future. All credit union leaders engage in authentic conversations to ensure collaboration, cooperation and relevancy in the years ahead. “The best thought leadership within the industry” kicks off from the

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TriVerity Digital Collection Call Success Training

This one-day live training course was designed for all levels of financial institution collection staff. It will immediately improve collection efficiencies and reduce delinquencies and help put ‘Resolved’ to collection calls. Call quality vs. call quantity. This training will focus on improving call quality, which in turn will lead to a natural flow of achieving

Read More »

How to Elevate Your Credit Union’s Advocacy & Annual Report

In 2022, the American Bankers Association encouraged lawmakers to ask credit unions the following: How do you track and quantify your success in meeting the needs of your community? How can the public get access to this information? This webinar will cover how credit unions can respond to this question by quantifying their impact in

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CDFI 2023 – What Comes Next for CDFI Credit Unions

This comprehensive webinar will cover critical information that CDFI credit unions will need to know in 2023, including: Existing Grants The New Certification Coming 2023 Future Awards CU Strategic Planning has been working with CDFI credit unions since 2008. Join our team of experts as we discuss: Our predicted timeline for the new CDFI Certification

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TriVerity Digital Collection Call Success Training

This one-day live training course was designed for all levels of financial institution collection staff. It will immediately improve collection efficiencies, reduce delinquencies, and help put ‘Resolved’ to collection calls. Call quality vs. call quantity. This training will focus on improving call quality, which in turn will lead to a natural flow of achieving call

Read More »

TriVerity Collection Call Success Training

Curriculum topics will focus on collection method essentials and compliance: Critique and learn from live recorded calls Learn to use call assessment tools to ensure collection call quality Create effective verbal and written collection communications Collecting within FDCPA guidelines Best practices for Skip Tracing / Repossession / Remarketing / Bankruptcy

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Key issues for boards and audit committees in 2023

Join us on January 31, 2023 for an executive briefing specifically for corporate leaders, audit committee members and board members. We will share insights on ...

TriVerity Digital Collection Call Success Training

This one-day live training course was designed for all levels of financial institution collection staff. It will immediately improve collection efficiencies and reduce delinquencies and ...

Leveraging your Budgeting and Planning Processes to Optimize Performance in Today’s Environment

As Credit Unions plan for 2023, 2024 and beyond, they are trying to figure out how to optimize performance in the face of uncertain times. ...

CU Compliance Mastermind Group- TISA Compliance: Why Can They Advertise “CDs” and I Can’t?

Who loves the marketing regulations for deposit accounts? Since the answer is EVERYONE, we can all have a party and talk about them! As a ...

Underground Collision – Shattered

Underground Collision, SHATTERED, in DC. Thought leaders will explore the vulnerability of credit unions and their members in 2023 with a strategic eye on the ...

TriVerity Digital Collection Call Success Training

This one-day live training course was designed for all levels of financial institution collection staff. It will immediately improve collection efficiencies and reduce delinquencies and ...

How to Elevate Your Credit Union’s Advocacy & Annual Report

In 2022, the American Bankers Association encouraged lawmakers to ask credit unions the following: How do you track and quantify your success in meeting the ...

CDFI 2023 – What Comes Next for CDFI Credit Unions

This comprehensive webinar will cover critical information that CDFI credit unions will need to know in 2023, including: Existing Grants The New Certification Coming 2023 ...

TriVerity Digital Collection Call Success Training

This one-day live training course was designed for all levels of financial institution collection staff. It will immediately improve collection efficiencies, reduce delinquencies, and help ...

TriVerity Collection Call Success Training

Curriculum topics will focus on collection method essentials and compliance: Critique and learn from live recorded calls Learn to use call assessment tools to ensure ...
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