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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Attracting Young Members Virtual Roundtable

What’s On The Agenda? This roundtable is designed for credit union marketing leaders focused on growth, brand, and the evolving needs of the next generation. ...

Purpose Symposium 2026

Hosted at University Federal Credit Union in Austin, TX, this immersive three-day event brings credit union leaders together to explore the personal and strategic power ...

Purpose Symposium 2026

Hosted at University Federal Credit Union in Austin, TX, this immersive three-day event brings credit union leaders together to explore the personal and strategic power ...

Branching Virtual Roundtable

What’s On The Agenda? This roundtable is designed for credit union leaders responsible for branches and retail delivery. With attendance capped and conversations segmented by ...

CFO Virtual Roundtable

What’s on the Agenda? The event is attendee-driven so the agenda is 100% relevant to executives in the room. That’s why we can’t share an ...

A Roadmap To Credit Union Growth – The Power Of Emotional Engagement And The Perception of Care

Credit unions were founded to serve. But today, that promise is being tested.   Amid growing financial uncertainty and rising member expectations, service alone is ...

Member Experience Virtual Roundtable

What’s on the Agenda? This event is built for leaders focused on the member journey. With a small group format and department-specific conversations, you’ll walk ...

Collections Virtual Roundtable

Looking to collaborate with peers in a meaningful way while still managing a busy schedule? The Callahan team invites you to join us and a select ...

Agent Credit Card Programs: Structure, Strategy, and Impact

With growing operational demands, rising cardmember expectations, economic pressures, and evolving regulations, more credit unions are rethinking how they manage their credit card portfolios. Agent ...

Creating A Workplace Where Employees Can Thrive

Is Your Employee Wellbeing Strategy Built for Today’s Workforce?   With burnout at an all-time high, every two out of three employees in 2025 are ...
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