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Beyond the Annual Budget: Building a Performance Planning Rhythm in Credit Unions

February 18, 2026 No Comments

Annual budgeting can’t keep up with today’s credit union reality—rate volatility, deposit pressure, staffing constraints, and rapidly shifting member expectations. When the plan takes weeks to build and becomes outdated before it’s approved, the budget turns into a document you explain…not a tool you use. Beyond the Annual Budget: Building a Performance Planning Rhythm in

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61st Annual Meeting, the NASCUS State System Summit (S3)

February 18, 2026 No Comments

Designed to spark meaningful dialogue and connection, this event convenes regulators, credit union executives, and industry leaders for forward-looking education and high-impact networking, exploring topics such as digital assets, fintech expansion, evolving credit union powers, and the regulatory balance needed to support innovation and safety.

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2026 Innovation Series Digital Member Engagement

February 6, 2026 No Comments

2026 Innovation Series: Digital Member Engagement Live Webinar | March 24th at 2:00 PM ET   Members compare their credit union’s digital experience to the personalized, always-on platforms they use daily, which is why credit unions are evolving digital banking from a transactional tool into a channel that drives deeper relationships. In this session, you’ll

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2026 Innovation Series Fraud Prevention & Resolution

February 6, 2026 No Comments

2026 Innovation Series: Fraud Prevention & Resolution Live Webinar | March 19th at 2:00 PM ET   As fraud tactics evolve and member trust hangs in the balance, credit unions are turning to smarter detection tools that protect members more effectively while reducing the operational burden on their teams. In this session, you’ll hear from

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2026 Innovation Series Employee Enablement For Better Member Experience

February 6, 2026 No Comments

2026 Innovation Series: Employee Enablement For Better Member Experience Live Webinar | March 17th at 2:00 PM ET   As member expectations for fast and knowledgeable service rise, credit unions are investing in employee enablement tools that close the gap between what staff need and what they can access in real time. In this session,

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2026 Innovation Series Reimagining The Lending Experience

February 6, 2026 No Comments

2026 Innovation Series: Reimagining The Lending Experience Live Webinar | March 12th at 2:00 PM ET   Members expect loan applications to be fast, which is why credit unions are rethinking loan origination to meet those expectations during critical financial moments. In this session, you’ll hear from four finalists presenting leading, innovative solutions in the Reimagining

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2026 Innovation Series Data & Decision Intelligence

February 6, 2026 No Comments

2026 Innovation Series: Data & Decision Intelligence Live Webinar | March 11th at 2:00 PM ET   Creating a data-driven culture with the right people, tools, and processes builds the foundation for more strategic decisions that improve member experience. In this session, you’ll hear from four finalists presenting leading, innovative solutions in the Data & Decision

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2026 Innovation Series AI-Powered Member Experience

February 6, 2026 No Comments

2026 Innovation Series: AI-Powered Member Experience Live Webinar | March 10th at 2:00 PM ET   Investigating AI-Powered solutions that enhance the member experience is becoming a priority for many credit union leaders. In this session, you’ll hear from four finalists presenting leading, innovative solutions in the AI-Powered Member Experience category. Through faster answers and 24/7 access

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Trendwatch 4Q25

February 6, 2026 No Comments

This Quarter’s Credit Union Performance, Decoded Join Callahan & Associates, a leading provider in credit union performance measurement, for a live, datadriven look at 4Q25 industry performance, grounded in the latest call report insights and informed by the broader economic and operating environment. Why Attend Trendwatch? Trendwatch is built for leaders who want more than highlights.

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Operationalizing Financial Wellbeing For Long-Term Growth

January 21, 2026 No Comments

Improving financial wellbeing for members is at the core of every credit union’s mission. The challenge we often hear from credit union executives is how to operationalize that mission in measurable ways that strengthen both member outcomes and sustainable institutional growth. Patelco Credit Union ($9.5B, Dublin, CA) is tackling that challenge head-on. In a fireside chat hosted

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Risk Virtual Roundtable

Callahan & Associates, Inc. March 10, 2026
Designed for leaders responsible for shaping the credit union’s risk strategy, this virtual roundtable brings together a capped group of peers for open, experience‑driven discussion. ...

Marketing Virtual Roundtable

Callahan & Associates, Inc. March 9, 2026
Designed for leaders responsible for shaping the credit union’s marketing strategy, this virtual roundtable brings together a capped group of peers for open, experience‑driven discussion. ...

How AI Is Reshaping HR At Credit Unions

Greater Central Texas Federal Credit Union March 6, 2026
AI Is Shaping HR, And HR Shapes The Workplace. Learn From Those Who Are Adapting And Implementing.   Artificial intelligence is no longer an experiment ...

Vizo Financial’s 2026 Risk Management Conference

Vizo Financial Corporate Credit Union March 3, 2026
Risk is everywhere. From your processes to your policies, it’s an inevitable component of credit union operations. But the complexities and the consequences are only ...

Vizo Financial’s 2026 Financial Strategies Workshops

Vizo Financial Corporate Credit Union March 3, 2026
We may be living in an era defined by a tumultuous financial landscape, but it doesn’t need to define your credit union’s future. In a ...

CU NextGen Engage

CU NextGen March 3, 2026
CU NextGen Engage is a collaborative, credit union–focused conference designed to bring industry leaders together to share ideas, solve challenges, and explore the future of ...

CDFI Roundtable

Callahan & Associates, Inc. February 27, 2026
Connect. Collaborate. Leave Inspired. In an ever-evolving industry, one mission remains constant: expanding access, strengthening communities, and advancing financial inclusion. Callahan’s in-person roundtables bring together ...

Beyond the Annual Budget: Building a Performance Planning Rhythm in Credit Unions

Empyrean Solutions February 18, 2026
Annual budgeting can’t keep up with today’s credit union reality—rate volatility, deposit pressure, staffing constraints, and rapidly shifting member expectations. When the plan takes weeks ...

61st Annual Meeting, the NASCUS State System Summit (S3)

NASCUS February 18, 2026
Designed to spark meaningful dialogue and connection, this event convenes regulators, credit union executives, and industry leaders for forward-looking education and high-impact networking, exploring topics ...

Employee Recognition Programs That Drive Engagement And Build Culture

Vantage West Credit Union February 11, 2026
Build Up Your People And They’ll Build Up Your Organization   A strong culture depends on recognizing the people who bring it to life — ...
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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.

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