Main Menu

Events

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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!

Read More »

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

Read More »

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

Read More »

Purpose Symposium 2026

August 11, 2025
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

August 11, 2025
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

Callahan & Associates, Inc. August 8, 2025
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

Callahan & Associates, Inc. August 8, 2025
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

Callahan & Associates, Inc. August 7, 2025
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

Callahan & Associates, Inc. August 7, 2025
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

Callahan & Associates, Inc. August 7, 2025
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

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, ...
Browse Topics
Main Menu
AI in credit unions

All Eyes On AI

Aaron Passman

Artificial intelligence for credit unions has moved from a future concept to today’s full-fledged leadership and governance challenge.

Read More »
Scroll to Top