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Events

Operationalizing Financial Wellbeing For Long-Term Growth

January 21, 2026 No Comments

Improving financial wellbeing for members is at the core of every credit union’s mission. The challenge we often hear from credit union executives is how to operationalize that mission in measurable ways that strengthen both member outcomes and sustainable institutional growth. Patelco Credit Union ($9.5B, Dublin, CA) is tackling that challenge head-on. In a fireside chat hosted

Setting Up Memberships for Minors: A Panel for Credit Unions

December 16, 2025 No Comments

For many credit unions, opening memberships for minors becomes more complicated than it should be. Documentation requirements, compliance questions, and inconsistent internal workflows can slow everything down, often delaying youth programs that could drive real growth. But the truth is simple: as we head into 2026, family banking is becoming a major competitive advantage.

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

December 10, 2025 No Comments

Rising interest rates have flipped the traditional credit union investment playbook upside down – transforming the “safe” side of portfolios into a source of embedded losses and constrained flexibility. Fixed-income, which once signaled stability, has become a structural drag on performance. It’s time to redefine safety. Join Elite Capital Management Group for a strategic session

Engagement That Drives Growth In 2026

November 4, 2025 No Comments

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 across channels. This webinar explores how forward-thinking credit unions can become more valuable to members by using data-driven segmentation, omnichannel marketing, and embedded insurance strategies to meet members where they

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

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

SERP 101

October 24, 2025 No Comments

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

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

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

Operationalizing Financial Wellbeing For Long-Term Growth

Callahan & Associates, Inc. January 21, 2026

Improving financial wellbeing for members is at the core of every credit union’s mission. The challenge we often hear from credit union executives is how ...