Events

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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Technology Partnerships: Helping Deliver Exceptional Member Experience for Today’s Consumer Lending Needs

Join ASAPP Financial Technology as they share how technology partnerships can help connect member experience and today’s consumer lending needs for greater CU ROI and member satisfaction. ASAPP Financial Technology’s President & CEO, JR Pierman, and Chief Product Officer, Steve Sauve, will share market insights, strategies, use cases, and provide a demonstration of the bank.io

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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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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

Read More »

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

Read More »

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 ...

Technology Partnerships: Helping Deliver Exceptional Member Experience for Today’s Consumer Lending Needs

Join ASAPP Financial Technology as they share how technology partnerships can help connect member experience and today’s consumer lending needs for greater CU ROI and ...

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 ...

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 ...

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: ...

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 ...

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, ...

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 ...

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: ...

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 ...
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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