Events

Setting Up Memberships for Minors: A Panel for Credit Unions

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.

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

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

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Engagement That Drives Growth In 2026

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

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Competing Against Consumer Lending Fintechs with Strategic Tech Partnerships

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

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

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

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

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

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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Trendwatch 3Q25

What’s Moving the Credit Union Industry This Quarter? Find Out Live   Join Callahan & Associates for a live look at 3Q25 credit union performance trends, exploring where the credit union movement stands and where additional opportunities lie. Why Attend? You’ll gain deeper insights into key financial and operational metrics — including growth, lending, shares,

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How Is AI Impacting MX? Virtual Roundtable

Artificial intelligence is quickly moving from concept to capability across the member experience. For credit union leaders, the question is no longer whether AI will ...

Marketing Virtual Roundtable

Today’s marketing leaders are shaping the full member journey, from first impression to long-term loyalty.   This virtual roundtable brings together credit union marketing leaders to ...

Setting Up Memberships for Minors: A Panel for Credit Unions

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

2026 Peer Suite Workshop: September

Peer Suite Workshop Is Not Just About Learning — It’s About Doing. Event Date: September 22nd & 24th Time: 1-5 PM ET By the end of ...

2026 Peer Suite Workshop: July

Peer Suite Workshop Is Not Just About Learning — It’s About Doing. Event Date: July 21st & 23rd Time: 1-5 PM ET By the end of ...

2026 Peer Suite Workshop: April

Peer Suite Workshop Is Not Just About Learning — It’s About Doing. Event Date: April 21st & 23rd Time: 1-5 PM ET By the end of ...

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

Rising interest rates have flipped the traditional credit union investment playbook upside down – transforming the “safe” side of portfolios into a source of embedded ...

Peer Suite Office Hours For Credit Unions: December

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 ...

Getting Started In Peer Express: December

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 ...

Getting Started In Peer Express: June

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 ...
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