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Engagement That Drives Growth In 2026

November 4, 2025 No Comments

As credit unions look ahead to 2026, the challenge isn’t just growth — it’s meaningful engagement. Members expect personalized experiences, relevant products, and seamless interactions across channels. This webinar explores how forward-thinking credit unions can become more valuable to members by using data-driven segmentation, omnichannel marketing, and embedded insurance strategies to meet members where they

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Competing Against Consumer Lending Fintechs with Strategic Tech Partnerships

October 28, 2025 No Comments

Join ASAPP Financial Technology as they share: How multicultural trends are impacting credit unions as they deliver member experiences What a multilingual digital lending and membership origination experience looks like How credit unions can connect with indirect auto loan members in meaningful ways What an integrated opportunity identification and offer presentment process looks like What

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SERP 101

October 24, 2025 No Comments

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

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SERP 101

October 24, 2025 No Comments

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

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SERP 201

October 24, 2025 No Comments

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

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ALM First’s 2026 Financial Forum

October 15, 2025 No Comments

ALM First’s 2026 Financial Forum – September 20-23, 2026 in Austin, TX at the Four Seasons Austin. This exclusive three-day conference, which sold-out in record-time in 2025, was designed for everyone involved in managing or monitoring the balance sheet to discover insights, formulate strategies and gain new perspectives as they prepare for the coming year. Financial professionals interested

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ALM First’s 2026 Financial Institute

October 15, 2025 No Comments

ALM First’s 2026 Financial Institute – March 22-25, 2026 at The Ritz-Carlton Dallas, Las Colinas. This must-attend, three-day event was designed to equip financial professionals with the tools, techniques, and strategies needed to confidently manage asset liability management (ALM) and balance sheet complexities in today’s fast-paced financial environment. Link for more info: https://www.almfirst.com/event/2026-alm-first-financial-institute

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Trendwatch 3Q25

October 15, 2025 No Comments

What’s Moving the Credit Union Industry This Quarter? Find Out Live   Join Callahan & Associates for a live look at 3Q25 credit union performance trends, exploring where the credit union movement stands and where additional opportunities lie. Why Attend? You’ll gain deeper insights into key financial and operational metrics — including growth, lending, shares,

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SERP 201

October 14, 2025 No Comments

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

October 14, 2025 No Comments

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 »

Technology Virtual Roundtable

Callahan & Associates, Inc. January 9, 2026
Technology leaders at credit unions face ongoing pressure to modernize in ways that support the business while still managing risk and meet rising expectations with ...

Leading Credit Union HR Virtual Roundtable

Callahan & Associates, Inc. January 9, 2026
Human resources leaders across credit unions are navigating a period of continued change. Shifts in workforce expectations, talent availability, compensation pressures, and leadership development needs ...

Lending Strategies For Today’s Consumer & Real Estate Markets Virtual Roundtable

Callahan & Associates, Inc. January 9, 2026
Consumer and real estate lending continues to shift as interest rates, member demand, and regulatory expectations evolve. For credit union executives, staying ahead requires not ...

Collections Virtual Roundtable

Callahan & Associates, Inc. January 9, 2026
Collections leaders are navigating an environment where expectations are rising and conditions are changing. For credit union leaders, the focus is not only on minimizing ...

Inside Credit Union Foundations: What Directors Are Navigating Today Virtual Roundtable

Callahan & Associates, Inc. January 8, 2026
Credit union foundations play a unique role at the intersection of mission, community impact, and organizational strategy. For foundation directors, the work often involves balancing ...

How Are Credit Unions Fighting Fraud Today? Virtual Roundtable

Callahan & Associates, Inc. January 8, 2026
Fraud tactics continue to shift as digital channels expand, payment speeds accelerate, and bad actors become more sophisticated. For credit union leaders, the challenge is ...

Strengthening Local Economies Through Workforce Partnerships

DuGood Federal Credit Union January 6, 2026
A New Way To Strengthen Your Community And Local Economy.   Workforce development and financial wellbeing go hand in hand. Just about everywhere you look, ...

How Is AI Impacting MX? Virtual Roundtable

Callahan & Associates, Inc. December 24, 2025
Artificial intelligence is quickly moving from concept to capability across the member experience. For credit union leaders, the question is no longer whether AI will ...

Marketing Virtual Roundtable

Callahan & Associates, Inc. December 24, 2025
Today’s marketing leaders are shaping the full member journey, from first impression to long-term loyalty.   This virtual roundtable brings together credit union marketing leaders to ...

Setting Up Memberships for Minors: A Panel for Credit Unions

BankingON December 16, 2025
For many credit unions, opening memberships for minors becomes more complicated than it should be.   Documentation requirements, compliance questions, and inconsistent internal workflows can ...
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