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2Q24 Performance Indicators For Credit Unions Under $500M

October 2, 2024 No Comments

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

September 30, 2024 No Comments

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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Ensuring Member Satisfaction: Generation Proof Your Credit Union

September 23, 2024 No Comments

Do you know what the members of tomorrow want from their banking experience? The financial landscape is experiencing a seismic generational shift in wealth transfer and technology preferences. How can credit unions enhance member satisfaction while navigating the challenges of technological advancements and evolving consumer expectations? Join Engageware to discover the latest insights from 300

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ACUMA Inside Track Webinar – Enhancing Home Equity Processes and Elevating the Member Experience

August 30, 2024 No Comments

When it comes to successful financial services, the devil is always in the details, and those details should include the most comprehensive data possible. That’s especially true with home equity loans and lines of credit, where consumer ownership data combines with market data to create complex, but also compelling opportunities for credit unions that want

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How Modernizing In-Branch Account Opening Deepens Member Relationships and Increases Satisfaction

August 26, 2024 No Comments

The branch remains a powerful tool for serving members at Financial Plus Credit Union, a $1.3B credit union headquartered in Michigan. Its vision for digitizing the in-branch experience was to give the credit union’s best resource, its incredible team members, back to its members. By leveraging technology to automate manual tasks, Financial Plus Credit Union

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Crafting a Winning Data Strategy: Insights From Credit Union Leaders

August 23, 2024 No Comments

Join us for an exclusive panel discussion featuring leaders from TEG Federal Credit Union, Scott Credit Union, and Members First Credit Union as they share their inside stories on building and evolving their data strategies. Discover how they’ve navigated their data journeys, the milestones they’ve reached, and their visions for the future. This live session

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BSA, AML, and Fraud Automation Workflows Webinar

August 16, 2024 No Comments

Join us for a complimentary webinar to learn how automating BSA, AML and Fraud processes can reduce your institution’s risk, ensure regulatory compliance, and better identify potential financial crime. This Webinar provides an excellent introduction to the full platform offered by SimpliRisk. If you are considering vendor alternatives, first time automation, or just want to

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Comprehensive Fraud Case Management

August 16, 2024 No Comments

Tune in for a complimentary webinar from PayLynxs to review a specialized fraud case management platform. Designed by and for enterprise fraud investigators. Topics will include front-office reporting channels, building and customizing forms, triaging potential fraud, managing investigations, and more. We hope to see you there!

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BSA, AML, and Fraud Automation Workflows Webinar

August 16, 2024 No Comments

Join us for a complimentary webinar to learn how automating BSA, AML and Fraud processes can reduce your institution’s risk, ensure regulatory compliance, and better identify potential financial crime. This Webinar provides an excellent introduction to the full platform offered by SimpliRisk. If you are considering vendor alternatives, first time automation, or just want to

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Agent Credit Card Programs: Structure, Strategy, and Impact

Elan Credit Card August 1, 2025
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

Callahan & Associates, Inc. July 31, 2025
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 ...

Trendwatch 2Q25

July 30, 2025
What’s Moving the Credit Union Industry This Quarter? Find Out Live Join Callahan & Associates for a live look at 2Q25 credit union performance trends, ...

How to Compete with Fintechs: A Dupaco Credit Union Success Story – Increasing the volume of new member accounts opened online by 300%

MANTL July 24, 2025
Digital banks and fintechs continue to dominate the new account opening landscape. In the previous year, only 5% of new accounts were opened at a ...

Non-Interest Income (NII) Virtual Roundtable

Callahan & Associates, Inc. July 23, 2025
Collaborate, Compare, And Strategize Together. Credit unions continue to face pressure to reduce reliance on NSF and overdraft fees. So where can you turn for ...

Beyond Bill Pay: Using RFP and Real-Time Payments To Deepen Member Relationships

Alacriti July 23, 2025
Request for Payment (RFP) is emerging as a game changer for digital bill pay, sitting at the intersection of real-time payments and modern electronic bill ...

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

CEFCU July 11, 2025
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

People First Federal Credit Union June 26, 2025
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

Vericast June 24, 2025
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

June 17, 2025
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 ...
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Jim Morrell, Peninsula Community FCU

Jim Morrell On Leadership

Aaron Passman

The CEO of Peninsula Community Federal Credit Union highlights how active listening and lessons from the basket ball court shape a culture of inclusive banking that serves members and employees.

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