Main Menu

Events

A Guide to Empowering Employees & Increasing Operational Efficiency with Knowledge Management

May 30, 2024 No Comments

In today’s financial sector, while credit union leaders understand that employees are crucial for customer engagement, 80% acknowledge that high turnover remains a major barrier. Join us to explore the essential role of Knowledge Management in enhancing operational efficiency and employee engagement. Hear firsthand from UMassFive College Federal Credit Union about their journey leveraging a

Read More »

Digital Transformation Strategies for Credit Unions in a Data-Driven World

May 6, 2024 No Comments

Introduction to Data and CRM: Understanding the Basics The Power of Integration: How Data and CRM Combine for Comprehensive Member Insight How to solve your biggest problems: A closer look at the top 5 problems and our solutions Solutions in Action: Case Studies on Data Quality, Risk Mitigation, and Digital Transformation Implementing Effective Strategies: Navigating

Read More »

BSA, AML, and Fraud Automation Workflows

April 19, 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

April 19, 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

April 19, 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

April 19, 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

April 19, 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

April 19, 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

April 19, 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 »

Trendwatch 1Q25

April 29, 2025
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, ...

Activating Growth: How Seamless Digital Account Opening Unlocks Younger Demographics, Member Engagement, and Operational Efficiency

MANTL April 25, 2025
Community Financial Credit Union, a $1.5B institution with over 83,000 members across Michigan, is on a mission to uplift its community, reach younger demographics, and ...

From Underserved to Empowered: Transforming Banking Deserts 

Great Lakes Credit Union April 24, 2025
How Great Lakes Credit Union Is Turning a Banking Desert Into A Financial Lifeline   Through a partnership with The Leaders Network, a coalition of ...

Empowering Purpose Virtual Roundtable

Callahan & Associates, Inc. April 24, 2025
Every Strong Organization Starts With Purpose   Just like every house needs a solid foundation, every organization needs a clear, compelling purpose. But truly living ...

Empowering Purpose Virtual Roundtable

Callahan & Associates, Inc. April 24, 2025
Every Strong Organization Starts With Purpose   Just like every house needs a solid foundation, every organization needs a clear, compelling purpose. But truly living ...

Peer Suite Office Hours For Credit Unions: August

Callahan & Associates, Inc. April 10, 2025
Join our Peer Suite Office Hours for personalized, real-time support from Callahan’s training expert.   Whether you’re new to Peer Suite, refining your analysis, or ...

Peer Suite Office Hours For Vendors: August

Callahan & Associates, Inc. April 10, 2025
Join our Peer Suite Office Hours for personalized, real-time support from Callahan’s training expert.   Whether you’re new to Peer Suite, refining your prospecting lists ...

Building Stronger Communities Through Financial and Social Support

Callahan & Associates, Inc. April 8, 2025
Credit unions were built on the idea of people helping people — but what does that look like in today’s world?   Blue Federal Credit ...

2025 Credit Card Market Overview

Elan Credit Card April 2, 2025
Join this session for a data-driven credit card market overview to learn about market trends important to all credit card issuers, including specific considerations for ...

Personalized Savings with Local Impact: Grow Core Deposits and Retention Through Experiences That Members Love

Spiral March 31, 2025
With market uncertainty rising and 73% of credit unions worried about losing deposits to big banks and fintechs, growing deposits and deepening member engagement will ...
Browse Topics
Main Menu
Map of the United States showing the number of CDFI‑designated credit unions in each state.

CDFIs By The Numbers

Omar Shalabi

CDFI credit unions might be fewer in number, but their impact reaches millions of members, and their footprint highlights how targeted mission can translate into broad, measurable reach.

Read More »
Scroll to Top