Events

SERP 201

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

Read More »

SERP 101

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

Read More »

SERP 101

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

Read More »

SERP 101

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

Read More »

SERP 202

Get an in-depth look into 457(f) plans, learn more about the benefits and the possible risks. At the end of this webinar, you’ll understand: -Reasons to offer a 457(f) plan -Risks to the credit union and executive based on design and products utilized -Underperformance options

Read More »

SERP 101

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

Read More »

SERP 201

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

Read More »

SERP 201

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

Read More »

Cracking The Code: Deciphering Transactions For Deeper Member Insights

Credit unions often face a significant challenge in making sense of transaction data, making it hard for teams to understand members’ spending stories. In this webinar, Arkatechture and Alkami will demonstrate how to cleanse and classify complex transaction codes, transforming cryptic codes into clear, human-readable insights. By automating this process, your credit union can quickly

Read More »

SERP (Supplemental Executive Retirement Plan) 101

Find out more about Supplemental Executive Retirement Plans (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

Read More »

Getting Started In Peer Express: September

Are You New to Peer Suite’s Express Level Or Seeking A Quick Refresher?   This webinar is tailored for credit union leaders who want to set up ...

Getting Started In Peer Express: March

Are You New to Peer Suite’s Express Level Or Seeking A Quick Refresher?   This webinar is tailored for credit union leaders who want to set up ...

Peer Suite Office Hours For Credit Unions: December

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 Credit Unions: November

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 Credit Unions: October

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 Credit Unions: August

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 Credit Unions: July

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 Credit Unions: June

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 Credit Unions: May

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 Credit Unions: April

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 ...
Scroll to Top