Training CU Archives | CreditUnions.com https://creditunions.com/jet-event-categories/training-cu/ Data & Insights For Credit Unions Wed, 15 Apr 2026 13:32:39 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://creditunions.com/wp-content/uploads/2022/02/cropped-CreditUnions_favicon-32x32.png Training CU Archives | CreditUnions.com https://creditunions.com/jet-event-categories/training-cu/ 32 32 Getting Started In Peer Suite CU Profiles – May Session https://creditunions.com/jet-events/getting-started-in-peer-suite-cu-profiles-may-session/ Wed, 15 Apr 2026 13:32:39 +0000 https://creditunions.com/?post_type=jet-events&p=113108 No More Manual Data Pulls. Make Data Work For You With Peer Suite’s CU Profiles A Free Performance Measurement Tool For Credit Union Leaders*   If you’ve ever spent hours downloading call reports, running custom queries, exporting financial performance reports, and manually stitching charts together in excel for your board, you know how tedious it […]

The post Getting Started In Peer Suite CU Profiles – May Session appeared first on CreditUnions.com.

]]> No More Manual Data Pulls. Make Data Work For You With Peer Suite’s CU Profiles

A Free Performance Measurement Tool For Credit Union Leaders*

 

If you’ve ever spent hours downloading call reports, running custom queries, exporting financial performance reports, and manually stitching charts together in excel for your board, you know how tedious it can be.

That’s why Callahan’s Peer Suite offers a free plan to help credit unions access formatted, easy to interpret reports to quickly understand how the credit union is performing and how it compares to peers to gain meaningful insights in seconds.

Register For The Live Getting Started Event:

Whether you’re preparing for strategic planning, board discussions, or ongoing performance monitoring, CU Profiles provides a reliable foundation to see the full picture.

Join us for a 30-minute session exploring the new free level of Peer Suite.

Where you’ll get practical step-by-step guidance on navigating the platform, along with real-world examples of how credit unions use Peer Suite to quickly access institution and comparative data, without relying on manual data pulls. We’ll also highlight premium capabilities, to show you what’s possible.

Whether you’re just getting started or want to make sure you’re getting the most of your free access, these sessions are built to help credit union leaders discover a faster, easier and more insightful way to benchmark performance.

*Peer Suite’s access to CU Profiles is offered exclusively to credit union leaders. Not yet using CU Profiles? Learn more and register here.

The post Getting Started In Peer Suite CU Profiles – May Session appeared first on CreditUnions.com.

]]> Getting Started In Peer Suite CU Profiles – July Session https://creditunions.com/jet-events/getting-started-in-peer-suite-cu-profiles-july-session/ Wed, 15 Apr 2026 13:32:38 +0000 https://creditunions.com/?post_type=jet-events&p=113112 No More Manual Data Pulls. Make Data Work For You With Peer Suite’s CU Profiles A Free Performance Measurement Tool For Credit Union Leaders*   If you’ve ever spent hours downloading call reports, running custom queries, exporting financial performance reports, and manually stitching charts together in excel for your board, you know how tedious it […]

The post Getting Started In Peer Suite CU Profiles – July Session appeared first on CreditUnions.com.

]]> No More Manual Data Pulls. Make Data Work For You With Peer Suite’s CU Profiles

A Free Performance Measurement Tool For Credit Union Leaders*

 

If you’ve ever spent hours downloading call reports, running custom queries, exporting financial performance reports, and manually stitching charts together in excel for your board, you know how tedious it can be.

That’s why Callahan’s Peer Suite offers a free plan to help credit unions access formatted, easy to interpret reports to quickly understand how the credit union is performing and how it compares to peers to gain meaningful insights in seconds.

Register For The Live Getting Started Event:

Whether you’re preparing for strategic planning, board discussions, or ongoing performance monitoring, CU Profiles provides a reliable foundation to see the full picture.

Join us for a 30-minute session exploring the new free level of Peer Suite.

Where you’ll get practical step-by-step guidance on navigating the platform, along with real-world examples of how credit unions use Peer Suite to quickly access institution and comparative data, without relying on manual data pulls. We’ll also highlight premium capabilities, to show you what’s possible.

Whether you’re just getting started or want to make sure you’re getting the most of your free access, these sessions are built to help credit union leaders discover a faster, easier and more insightful way to benchmark performance.

*Peer Suite’s access to CU Profiles is offered exclusively to credit union leaders. Not yet using CU Profiles? Learn more and register here.

The post Getting Started In Peer Suite CU Profiles – July Session appeared first on CreditUnions.com.

]]> Getting Started In Peer Suite CU Profiles – October Session https://creditunions.com/jet-events/getting-started-in-peer-suite-cu-profiles-october-session/ Wed, 15 Apr 2026 13:32:34 +0000 https://creditunions.com/?post_type=jet-events&p=113111 No More Manual Data Pulls. Make Data Work For You With Peer Suite’s CU Profiles A Free Performance Measurement Tool For Credit Union Leaders*   If you’ve ever spent hours downloading call reports, running custom queries, exporting financial performance reports, and manually stitching charts together in excel for your board, you know how tedious it […]

The post Getting Started In Peer Suite CU Profiles – October Session appeared first on CreditUnions.com.

]]> No More Manual Data Pulls. Make Data Work For You With Peer Suite’s CU Profiles

A Free Performance Measurement Tool For Credit Union Leaders*

 

If you’ve ever spent hours downloading call reports, running custom queries, exporting financial performance reports, and manually stitching charts together in excel for your board, you know how tedious it can be.

That’s why Callahan’s Peer Suite offers a free plan to help credit unions access formatted, easy to interpret reports to quickly understand how the credit union is performing and how it compares to peers to gain meaningful insights in seconds.

Register For The Live Getting Started Event:

Whether you’re preparing for strategic planning, board discussions, or ongoing performance monitoring, CU Profiles provides a reliable foundation to see the full picture.

Join us for a 30-minute session exploring the new free level of Peer Suite.

Where you’ll get practical step-by-step guidance on navigating the platform, along with real-world examples of how credit unions use Peer Suite to quickly access institution and comparative data, without relying on manual data pulls. We’ll also highlight premium capabilities, to show you what’s possible.

Whether you’re just getting started or want to make sure you’re getting the most of your free access, these sessions are built to help credit union leaders discover a faster, easier and more insightful way to benchmark performance.

*Peer Suite’s access to CU Profiles is offered exclusively to credit union leaders. Not yet using CU Profiles? Learn more and register here.

The post Getting Started In Peer Suite CU Profiles – October Session appeared first on CreditUnions.com.

]]> Getting Started In Peer Suite CU Profiles – December Session https://creditunions.com/jet-events/getting-started-in-peer-suite-cu-profiles-december-session/ Wed, 15 Apr 2026 13:32:32 +0000 https://creditunions.com/?post_type=jet-events&p=113113 No More Manual Data Pulls. Make Data Work For You With Peer Suite’s CU Profiles A Free Performance Measurement Tool For Credit Union Leaders*   If you’ve ever spent hours downloading call reports, running custom queries, exporting financial performance reports, and manually stitching charts together in excel for your board, you know how tedious it […]

The post Getting Started In Peer Suite CU Profiles – December Session appeared first on CreditUnions.com.

]]> No More Manual Data Pulls. Make Data Work For You With Peer Suite’s CU Profiles

A Free Performance Measurement Tool For Credit Union Leaders*

 

If you’ve ever spent hours downloading call reports, running custom queries, exporting financial performance reports, and manually stitching charts together in excel for your board, you know how tedious it can be.

That’s why Callahan’s Peer Suite offers a free plan to help credit unions access formatted, easy to interpret reports to quickly understand how the credit union is performing and how it compares to peers to gain meaningful insights in seconds.

Register For The Live Getting Started Event:

Whether you’re preparing for strategic planning, board discussions, or ongoing performance monitoring, CU Profiles provides a reliable foundation to see the full picture.

Join us for a 30-minute session exploring the new free level of Peer Suite.

Where you’ll get practical step-by-step guidance on navigating the platform, along with real-world examples of how credit unions use Peer Suite to quickly access institution and comparative data, without relying on manual data pulls. We’ll also highlight premium capabilities, to show you what’s possible.

Whether you’re just getting started or want to make sure you’re getting the most of your free access, these sessions are built to help credit union leaders discover a faster, easier and more insightful way to benchmark performance.

*Peer Suite’s access to CU Profiles is offered exclusively to credit union leaders. Not yet using CU Profiles? Learn more and register here.

The post Getting Started In Peer Suite CU Profiles – December Session appeared first on CreditUnions.com.

]]> Peer Suite Office Hours For Credit Unions: December https://creditunions.com/jet-events/peer-suite-office-hours-for-credit-unions-december-2/ Fri, 05 Dec 2025 20:10:41 +0000 https://creditunions.com/?post_type=jet-events&p=110491 Join our Peer Suite Office Hours for personalized, real-time support from Callahan’s training expert.   Whether you’re new to Peer Suite, refining your analysis, or exploring new features, we’re here to make leveraging your data effortless. During these interactive 45 min Q&A sessions, you and others on the line will have the chance to ask […]

The post Peer Suite Office Hours For Credit Unions: December appeared first on CreditUnions.com.

]]> Join our Peer Suite Office Hours for personalized, real-time support from Callahan’s training expert.

 

Whether you’re new to Peer Suite, refining your analysis, or exploring new features, we’re here to make leveraging your data effortless.

During these interactive 45 min Q&A sessions, you and others on the line will have the chance to ask any questions, get step-by-step guidance, and leave with the answers needed to fuel data-backed strategic decisions. Don’t miss out – register for an upcoming session below!

Common Questions Others Bring:

  • What data sets are available in Peer Suite and where do they come from?
  • Can you walk me through the process of selecting and changing our primary?
  • How do built-in, asset-based peer groups differ from custom peer groups?
  • How can I create a peer group for a different asset range?
  • Can you show me how to search and organize displays?
  • What options do I have for customizing charts in terms of trend length, chart type, cycle frequency, etc.?
  • Can I schedule automatic reports to be sent to specific recipients on a regular basis, and how do I manage these auto reports?
  • Can you guide us on exporting and sharing our analysis, including the various download file types and email options available?
  • Where can I find help resources, such as guides and chat support?

Important Note:
While we will strive to answer as many questions as possible, time constraints may prevent us from addressing all of them. We will follow up on any unanswered questions after the session. If your question is outside the scope of the discussion, we may refer you to our analyst team or recommend other resources to help you find the answers you need.

The post Peer Suite Office Hours For Credit Unions: December appeared first on CreditUnions.com.

]]> Getting Started In Peer Express: December https://creditunions.com/jet-events/getting-started-in-peer-express-december-2/ Fri, 05 Dec 2025 20:01:43 +0000 https://creditunions.com/?post_type=jet-events&p=110489 Are You New to Peer Suite’s Express Level Or Seeking A Quick Refresher?   This webinar is tailored for credit union leaders who want to set up effective analyses and harness Peer Suite’s capabilities to gain deeper data insights for informed strategic decision-making. Join us for a 45-minute live virtual training session led by Callahan’s Client Experience […]

The post Getting Started In Peer Express: December appeared first on CreditUnions.com.

]]> Are You New to Peer Suite’s Express Level Or Seeking A Quick Refresher?

 

This webinar is tailored for credit union leaders who want to set up effective analyses and harness Peer Suite’s capabilities to gain deeper data insights for informed strategic decision-making.

Join us for a 45-minute live virtual training session led by Callahan’s Client Experience Specialist, Beth Terpening, and learn how to:

  • Navigate Peer Suite’s intuitive interface to assess your credit union’s performance with ease.
  • Explore and export pre-built dashboards for your board and departmental needs.
  • Gain clarity with ratio definitions and performance analysis explanations.
  • Unlock the power of Peer Suite to drive growth and make smarter, data-driven decisions.

The post Getting Started In Peer Express: December appeared first on CreditUnions.com.

]]> Getting Started In Peer Express: June https://creditunions.com/jet-events/getting-started-in-peer-express-june-3/ Fri, 05 Dec 2025 20:00:40 +0000 https://creditunions.com/?post_type=jet-events&p=110488 Are You New to Peer Suite’s Express Level Or Seeking A Quick Refresher?   This webinar is tailored for credit union leaders who want to set up effective analyses and harness Peer Suite’s capabilities to gain deeper data insights for informed strategic decision-making. Join us for a 45-minute live virtual training session led by Callahan’s Client Experience […]

The post Getting Started In Peer Express: June appeared first on CreditUnions.com.

]]> Are You New to Peer Suite’s Express Level Or Seeking A Quick Refresher?

 

This webinar is tailored for credit union leaders who want to set up effective analyses and harness Peer Suite’s capabilities to gain deeper data insights for informed strategic decision-making.

Join us for a 45-minute live virtual training session led by Callahan’s Client Experience Specialist, Beth Terpening, and learn how to:

  • Navigate Peer Suite’s intuitive interface to assess your credit union’s performance with ease.
  • Explore and export pre-built dashboards for your board and departmental needs.
  • Gain clarity with ratio definitions and performance analysis explanations.
  • Unlock the power of Peer Suite to drive growth and make smarter, data-driven decisions.

The post Getting Started In Peer Express: June appeared first on CreditUnions.com.

]]> Getting Started In Peer Express: September https://creditunions.com/jet-events/getting-started-in-peer-express-june-2/ Fri, 05 Dec 2025 19:58:44 +0000 https://creditunions.com/?post_type=jet-events&p=110487 Are You New to Peer Suite’s Express Level Or Seeking A Quick Refresher?   This webinar is tailored for credit union leaders who want to set up effective analyses and harness Peer Suite’s capabilities to gain deeper data insights for informed strategic decision-making. Join us for a 45-minute live virtual training session led by Callahan’s Client Experience […]

The post Getting Started In Peer Express: September appeared first on CreditUnions.com.

]]> Are You New to Peer Suite’s Express Level Or Seeking A Quick Refresher?

 

This webinar is tailored for credit union leaders who want to set up effective analyses and harness Peer Suite’s capabilities to gain deeper data insights for informed strategic decision-making.

Join us for a 45-minute live virtual training session led by Callahan’s Client Experience Specialist, Beth Terpening, and learn how to:

  • Navigate Peer Suite’s intuitive interface to assess your credit union’s performance with ease.
  • Explore and export pre-built dashboards for your board and departmental needs.
  • Gain clarity with ratio definitions and performance analysis explanations.
  • Unlock the power of Peer Suite to drive growth and make smarter, data-driven decisions.

The post Getting Started In Peer Express: September appeared first on CreditUnions.com.

]]> Getting Started In Peer Express: March https://creditunions.com/jet-events/getting-started-in-peer-express-march-2/ Fri, 05 Dec 2025 19:57:46 +0000 https://creditunions.com/?post_type=jet-events&p=110486 Are You New to Peer Suite’s Express Level Or Seeking A Quick Refresher?   This webinar is tailored for credit union leaders who want to set up effective analyses and harness Peer Suite’s capabilities to gain deeper data insights for informed strategic decision-making. Join us for a 45-minute live virtual training session led by Callahan’s Client Experience […]

The post Getting Started In Peer Express: March appeared first on CreditUnions.com.

]]> Are You New to Peer Suite’s Express Level Or Seeking A Quick Refresher?

 

This webinar is tailored for credit union leaders who want to set up effective analyses and harness Peer Suite’s capabilities to gain deeper data insights for informed strategic decision-making.

Join us for a 45-minute live virtual training session led by Callahan’s Client Experience Specialist, Beth Terpening, and learn how to:

  • Navigate Peer Suite’s intuitive interface to assess your credit union’s performance with ease.
  • Explore and export pre-built dashboards for your board and departmental needs.
  • Gain clarity with ratio definitions and performance analysis explanations.
  • Unlock the power of Peer Suite to drive growth and make smarter, data-driven decisions.

The post Getting Started In Peer Express: March appeared first on CreditUnions.com.

]]> Peer Suite Office Hours For Credit Unions: December https://creditunions.com/jet-events/peer-suite-office-hours-for-credit-unions-december/ Fri, 05 Dec 2025 19:53:00 +0000 https://creditunions.com/?post_type=jet-events&p=110485 Join our Peer Suite Office Hours for personalized, real-time support from Callahan’s training expert.   Whether you’re new to Peer Suite, refining your analysis, or exploring new features, we’re here to make leveraging your data effortless. During these interactive 45 min Q&A sessions, you and others on the line will have the chance to ask […]

The post Peer Suite Office Hours For Credit Unions: December appeared first on CreditUnions.com.

]]> Join our Peer Suite Office Hours for personalized, real-time support from Callahan’s training expert.

 

Whether you’re new to Peer Suite, refining your analysis, or exploring new features, we’re here to make leveraging your data effortless.

During these interactive 45 min Q&A sessions, you and others on the line will have the chance to ask any questions, get step-by-step guidance, and leave with the answers needed to fuel data-backed strategic decisions. Don’t miss out – register for an upcoming session below!

Common Questions Others Bring:

  • What data sets are available in Peer Suite and where do they come from?
  • Can you walk me through the process of selecting and changing our primary?
  • How do built-in, asset-based peer groups differ from custom peer groups?
  • How can I create a peer group for a different asset range?
  • Can you show me how to search and organize displays?
  • What options do I have for customizing charts in terms of trend length, chart type, cycle frequency, etc.?
  • Can I schedule automatic reports to be sent to specific recipients on a regular basis, and how do I manage these auto reports?
  • Can you guide us on exporting and sharing our analysis, including the various download file types and email options available?
  • Where can I find help resources, such as guides and chat support?

Important Note:
While we will strive to answer as many questions as possible, time constraints may prevent us from addressing all of them. We will follow up on any unanswered questions after the session. If your question is outside the scope of the discussion, we may refer you to our analyst team or recommend other resources to help you find the answers you need.

The post Peer Suite Office Hours For Credit Unions: December appeared first on CreditUnions.com.

]]>