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Competing Against Consumer Lending Fintechs with Strategic Tech Partnerships

October 28, 2025 No Comments

Join ASAPP Financial Technology as they share: How multicultural trends are impacting credit unions as they deliver member experiences What a multilingual digital lending and membership origination experience looks like How credit unions can connect with indirect auto loan members in meaningful ways What an integrated opportunity identification and offer presentment process looks like What

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SERP 101

October 24, 2025 No Comments

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

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SERP 101

October 24, 2025 No Comments

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

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SERP 201

October 24, 2025 No Comments

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

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ALM First’s 2026 Financial Forum

October 15, 2025 No Comments

ALM First’s 2026 Financial Forum – September 20-23, 2026 in Austin, TX at the Four Seasons Austin. This exclusive three-day conference, which sold-out in record-time in 2025, was designed for everyone involved in managing or monitoring the balance sheet to discover insights, formulate strategies and gain new perspectives as they prepare for the coming year. Financial professionals interested

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ALM First’s 2026 Financial Institute

October 15, 2025 No Comments

ALM First’s 2026 Financial Institute – March 22-25, 2026 at The Ritz-Carlton Dallas, Las Colinas. This must-attend, three-day event was designed to equip financial professionals with the tools, techniques, and strategies needed to confidently manage asset liability management (ALM) and balance sheet complexities in today’s fast-paced financial environment. Link for more info: https://www.almfirst.com/event/2026-alm-first-financial-institute

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SERP 201

October 14, 2025 No Comments

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

Read More »

SERP 101

October 14, 2025 No Comments

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

Read More »

SERP 101

October 14, 2025 No Comments

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

Read More »

SERP 101

October 14, 2025 No Comments

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

Read More »

2026 Innovation Series AI-Powered Member Experience

Callahan & Associates, Inc. February 6, 2026
2026 Innovation Series: AI-Powered Member Experience Live Webinar | March 10th at 2:00 PM ET   Investigating AI-Powered solutions that enhance the member experience is ...

Setting Up Memberships for Minors: A Panel for Credit Unions

BankingON December 16, 2025
For many credit unions, opening memberships for minors becomes more complicated than it should be.   Documentation requirements, compliance questions, and inconsistent internal workflows can ...

No More Paper Losses: A Modern Investment Approach for Credit Unions

Elite Capital Management Group December 10, 2025
Rising interest rates have flipped the traditional credit union investment playbook upside down – transforming the “safe” side of portfolios into a source of embedded ...

Engagement That Drives Growth In 2026

Franklin Madison November 4, 2025
As credit unions look ahead to 2026, the challenge isn’t just growth — it’s meaningful engagement. Members expect personalized experiences, relevant products, and seamless interactions ...

Competing Against Consumer Lending Fintechs with Strategic Tech Partnerships

ASAPP Financial Technology October 28, 2025
Join ASAPP Financial Technology as they share: How multicultural trends are impacting credit unions as they deliver member experiences What a multilingual digital lending and ...

SERP 101

PARC Street Partners October 24, 2025
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 ...

SERP 101

PARC Street Partners October 24, 2025
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 ...

SERP 201

PARC Street Partners October 24, 2025
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: ...

ALM First’s 2026 Financial Forum

ALM First Financial Advisors October 15, 2025
ALM First’s 2026 Financial Forum – September 20-23, 2026 in Austin, TX at the Four Seasons Austin. This exclusive three-day conference, which sold-out in record-time in 2025, was ...

ALM First’s 2026 Financial Institute

ALM First Financial Advisors October 15, 2025
ALM First’s 2026 Financial Institute – March 22-25, 2026 at The Ritz-Carlton Dallas, Las Colinas. This must-attend, three-day event was designed to equip financial professionals with the tools, ...
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