Industry Events

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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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

Read More »

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 ...

ACUMA Annual Conference 2023

ACUMA Annual Conference for credit union leaders and mortgage lending vendors
Membership And Annual Member Growth, 06.30.25

2 Hot Takes On Member Growth

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.

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