Events

Harvesting Insights: Building a Strong Data Culture at Your Credit Union

Join Melissa Pomeroy and Shira Spector for a real conversation about data culture. In this webinar, we’ll clarify the concept of “data culture” and dive into practical ways credit unions can leverage it to enhance decision-making, improve member services, and boost operational efficiency. Discover how fostering a data-driven mindset across your organization empowers your team

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Treating Credit Unions to Sweet Opportunities: Demystifying Student Loan Refinancing

Join us to learn how credit unions can transform student loan refinancing into a powerful tool for attracting the next generation of members and boosting long-term loyalty. Led by industry expert: Amanda Bardonner, VP Strategic Accounts, LendKey Key takeaways include: Revolutionize Member Engagement: Discover how student loan refinancing can be your ticket to capturing the

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SERP 101: General SERP Ovierview

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 **We host this webinar regularly

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SERP 201: A Deep Dive Into Split Dollar Life Insurance Options and Risks

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 **We host this webinar regularly but if our

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Future Branches Austin

Since 2016, Future Branches has helped thousands of retail banking innovators navigate tough challenges. This December 3-6, you’ll gain practical insights and strategies, learn how to optimize your branch networks, and enhance customer relationships. Expert-led sessions will offer clarity and actionable solutions to help banking professionals like you thrive in these unpredictable times.

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Level Up Your Payments Technology

Today’s payment landscape is booming and members are technologically savvy in a way that no generation has been before. As quickly as technology advances, so do the expectations of members for an instantaneous, protected, and intuitive experience from start to finish. Join Elan Credit Card for a discussion on emerging payments technology and how your

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2Q24 Performance Indicators For Credit Unions Under $500M

When comparing your institution’s performance to industry averages, credit unions executives may struggle to find meaningful insights that reflect their unique challenges and opportunities. Credit unions under $500M in assets make up 84% of the industry, according to the latest NCUA data. However, their impact is often underrepresented in overall industry statistics where averages are

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Maximizing Growth and Member Engagement With Instant Payments

With over 200 credit unions now on the RTP® network, credit unions are figuring out how to integrate these solutions to enhance their member relationships and improve their offerings. So, how can instant payments drive growth, deepen relationships with members and small businesses, and generate new revenue streams? Join us on October 23, 2024, at

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How to Retain More Members With Data, Insights, and AI

Don’t Just Grow. Hold On To What You’ve Built.   Retaining members is just as important as getting them in the first place, especially in ...

Onboarding Members in a Digital-First World

Is Your Onboarding Experience Built for Today’s Member?   As credit unions expand beyond their traditional footprints, digital-first service models are becoming essential. Today’s members ...

Growing Your Loan Portfolio in an Uncertain Rate Environment

Join us for an insightful webinar designed specifically for credit union leaders. Uncertainty around loan rates continues to create a dynamic lending environment but the ...

From Savings to Impact: Grow Core Deposits and Retention Through Experiences Members Love

With market uncertainty rising and 73% of credit unions worried about losing deposits to big banks and fintechs, standing out in 2025 is more important ...

A Practical Guide To AI Adoption For Credit Unions

The question is no longer about if you need to get started with AI, it’s about how you can adopt it, and with Intention.   From ChatGPT to chatbot ...

The Power of the Consumer in Today’s Environment

Credit unions are facing pressure. Loan growth is slower. Member growth is lagging. Margins are thin, and funding is expensive.   Come learn from Ari Schlusselberg ...

Growing Membership Without Losing Your Mission

Build Smart, Reliable Growth With Select Employee Groups (SEGs)   Today’s SEG strategies go beyond tradition. Discover how modern credit unions are reimagining partnerships to ...

Helping Members Reclaim The Road And Their Lives

Car Is More Than A Machine — It’s A Bridge To Opportunity   Cars help people get to work on time, pick up their kids ...

Futureproof Your Credit Union: Transform Your Membership

In today’s financial landscape, consumers expect seamless, personalized experiences across all touchpoints, whether online, in-branch, or on-the-go. ASAPP Financial Technology is dedicated to meeting these ...

Trendwatch 1Q25

What’s Moving the Credit Union Industry This Quarter? Find Out Live Join Callahan & Associates for a live look at 1Q25 credit union performance trends, ...
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