What’s on the Agenda?
This roundtable is built specifically for credit union leaders overseeing contact centers and member support teams. With a capped guest list and role-specific discussions, you’ll join a group of peers who understand the evolving role of the call center and the critical impact it has on the member experience.
Expect candid conversations, idea sharing, and practical takeaways around the real challenges you’re facing today. Topics already on the table include:
- Call Volume Trends and Channel Shift: How are credit unions responding to changing member behaviors and shifting volumes across phone, chat, and digital support?
- Empowering the Front Line: What tools, training, and coaching are helping agents resolve issues quickly and confidently?
- Technology Integration: How are contact centers using automation, AI, and CRM platforms to streamline workflows and improve service?
- Culture and Retention: What’s working to engage agents, reduce turnover, and build a strong culture in high-demand environments?
- Scaling Member Support: How are credit unions supporting rapid growth or complex member needs without sacrificing service quality?
Every attendee helps shape the agenda — so the conversation stays relevant, real, and responsive to what matters most. Have a topic you’d like to explore? Let us know in advance!
Who Should Attend?
This roundtable is intended for the senior-most leader responsible for your credit union’s contact center, call center, or member support team. If you’re not sure who that is within your organization, we’re happy to help determine the best fit.
Space is limited to ensure meaningful conversation — we ask that no more than two individuals attend from each credit union.
