Events

Digital TriVerity Bankruptcy Training

This course was developed to help creditors know their rights as a creditor in bankruptcy situations and to make sure their ability to collect what is owed is not limited. Key topics covered: – How to avoid actions that lead to a loss of the right to collect the balance due – The basics of

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Managing and Monitoring Profitability for Increased Value

What Is This Webinar About? Profitability systems deployed at financial institutions, whether publicly or privately owned, are designed with one primary goal: maximize the profitability of every customer to maximize the return to the owner(s) and shareholders. However, profitability systems deployed at Credit Unions focus on creating earnings to sustain the institution in support of

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How to Win 10,000+ New Family Accounts

Join us for an exclusive webinar showcasing how Affinity Plus is leveraging the power of Boucoup, the cutting-edge technology, to revolutionize family banking for credit unions. Discover how tailored financial products and seamless digital experiences simplify money management for parents and teens while engaging key demographics like Gen X, Millennials, Gen Z, and Gen Alpha

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Loan Decisioning Boot Camp

Target Audience Designed for lenders and decision makers, consumer underwriters or anyone in need of a refresher on their lending skill set. Seasoned instructor Bob Schroeder will introduce the latest lending tools, score code training, analytical skills, and review some of the toughest loan applications. This fast-paced e-course builds on foundational knowledge, and helps hone

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ACUMA Inside Track Webinar – Closing the Gap: How Credit Unions Can Build an Integrated Tech Stack to Compete with Fintech-Powered Lenders

In today’s mortgage landscape (as the saying goes) good luck favors the prepared. Fintech-powered lenders are increasingly redefining borrower expectations with lightning-fast approvals, intuitive digital experiences, and data-driven decision-making. To think otherwise is to put your credit union and the members it serves behind the proverbial 8-ball with little chance of success. Credit unions that

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AI beyond the bot: How to introduce AI across your agent and member experiences

Since generative AI burst onto the scene in 2022, AI chatbots or virtual agents have dominated the headlines—becoming a top investment priority for businesses across the customer experience landscape. While AI chatbots represent one key element of a modern member experience strategy, they’re just the beginning when it comes to creating a truly differentiated end-to-end

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University of Lending

Designed specifically for Loan Managers, Member Service Representatives, Loan Officers, and Credit Union Management, we understand that achieving exceptional loan yields, Return on Assets (ROAs), and outstanding member service is the core of your success. The University of Lending is the industry leading training solution that will transform your team’s performance and elevate your credit

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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: ...

Cracking The Code: Deciphering Transactions For Deeper Member Insights

Credit unions often face a significant challenge in making sense of transaction data, making it hard for teams to understand members’ spending stories. In this ...

SERP (Supplemental Executive Retirement Plan) 101

Find out more about Supplemental Executive Retirement Plans (SERPs) and how they benefit credit unions and non-profits. In this webinar, you will learn: – Differences ...

CECL Common Challenges

Even years after implementation, CECL continues to challenge finance teams, auditors, and regulators alike. From incomplete data, volatile forecasts, to black-box models and governance headaches, ...

Building Member Personas That Drive Growth

Create Growth With Evidence, Not Assumptions   The credit unions that stand out and succeed aren’t the ones trying to be everything to everyone, they’re ...

Stopping Elder Fraud Before It Hurts Your Members

Help Elderly Members Keep More Of Their Hard-Earned Savings   Elder financial exploitation has always been a concern and is only growing due to new ...

Strategic Opportunities & Critical Governance Challenges

Boards and CEOs are constantly faced with the challenge of adapting to an ever-changing competitive landscape. This webinar will outline how boards and CEOs can ...

Panel: How Credit Unions Can Build Alignment And Accountability With The EOS Framework

Build Greater Alignment And Accountability In Your Credit Union   Creating a culture of transparency and accountability doesn’t happen by accident. It takes the right ...

Vizo Financial’s 2025 Payments Conference

Join us for Vizo Financial’s 2025 virtual Payments Conference, an immersive online event on November 5-6 that will unite credit union professionals and payment industry ...

Credit Union Performance Benchmarking Trends

Credit Union Performance Benchmarking Trends   For many credit union executives and finance leaders, reporting on financial performance and benchmarking against peers is common practice. ...
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