Events

Navigating BSA/AML Compliance: Your All-in-One Solution

Tune in on Thursday, November 9th, for a complimentary webinar with PayLynxs’ CEO, Matt Conine. Matt will share how you can mitigate your institution’s risk, ensure regulatory compliance, and better identify potential financial crime by automating BSA/AML processes. Find out how we can help you streamline your compliance efforts and stay ahead of the curve.

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Peer Suite Office Hours

Whether you’re looking for help on the basics of using Peer Suite or want a better understanding of new features and customization, we’re here to help. Join our next Peer Suite Office Hours to get answers to your questions and connect with other credit union leaders who are eager to learn as well. Get The

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Credit Union Tableau User Group Q4

Come join us and other credit union Tableau users to better understand the latest Tableau features and use cases for CU’s. Join us for a 1-hour session with two of our very own Credit Union Tableau Users! Dana Weigel from WECU and Karrie Cardiff from BECU. See the agenda below. 1. Welcome & Introductions 2.

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Temenos Credit Union Fall Forum

The Temenos Credit Union Fall Forum will cover various topics catering to multiple interests as well as deep dive sessions on system optimization and expanding your use of the platform. Whether you’re looking to expand your knowledge or network with like-minded individuals, there will be something for everyone. Agenda Highlights: • Temenos Product Roadmap Sessions

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ACUMA Inside Track Webinar: Mortgage Pricing and the Member Journey

Homeownership remains the de facto American Dream, and as a credit union, you are well-positioned to help your members make that dream a reality. So why do so many members choose to finance their home purchases elsewhere? During this knowledge-packed webinar, you will hear from experienced mortgage industry professionals on how you can position your

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Elevating Member Engagement: Harnessing the Power of AI for Credit Unions

Join us for a webinar with Nina Vellayan, CEO of Engageware, and Martin Frascaroli, Chief Strategy Officer and global AI innovator, as they present an overview of AI in the credit union landscape, the future of member engagement, and address some of the most common questions around conversational and generative AI. In today’s competitive landscape,

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Creating an Omnichannel Experience: How You Can Optimize Your Member Engagement with Account Opening

Optimizing the member experience for growth is at the forefront of all credit union initiatives today. With so many innovative ways to reach potential new members, however, what does it actually take to create noteworthy experiences to attract them? Join us for an informative webinar with panelist, Charlie McAdams, Director, Member Engagement Center and Chairman

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FINCOMP

Attention HR Professionals! This 3 day in person conference is the first in the nation with an exclusive focus on All Thing Compensation-Related for Credit Unions and Community Banks. Expert National Speakers and an HR Roundtable will prepare you to be a fully equipped business partner prepared for 2024 and beyond. We are offering an

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How to Analyze and Better Understand Your Members Through Data

What can you learn from transaction data about your members to improve their experience and your business performance? Join us for an upcoming webinar and hear from fellow credit union professionals. Together, we’ll take an in-depth look at how you can better understand your members from a macro and micro-level perspective. Learn how some credit

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University of Lending

Designed specifically for Loan Managers, Member Service Representatives, Loan Officers, and Credit Union Management, we understand that achieving exceptional loan yields, Return on Assets (ROAs), ...

OpenFinity Expo – CFPB 1033 Open Finance

On November 19-20, OpenFinity will organize the gathering of leading industry experts focusing on the 1033/Open Finance in the US and Canada. They will share ...

ACUMA Inside Track Webinar – Becoming a Fannie Mae Lender

Fannie Mae, first developed in 1938 to help ensure a reliable and affordable supply of mortgage funds throughout the country, is one of the foremost ...

Purpose Symposium

Please join us for a 2-day event in Austin, TX centered around all things purpose. We will explore key learnings from Sustainable Business Strategy (Callahan’s ...

Trendwatch 3Q24

Join Callahan for Trendwatch on Tuesday, November 12th at 2:00 PM ET to learn about credit union performance trends gathered from 3Q 2024 data. You’ll ...

Say Hello To New Products, Say Goodbye To Punitive Fees

NSF and junk fees have been a hot topic this year . Starting in the first quarter of 2024, the NCUA began requiring federally insured ...

The Power of the Consumer in Today’s Environment

Today’s environment is challenging — but consumers might be doing better than you think. Join the experts from LendingClub Bank to learn about The Power ...

ACUMA Inside Track Webinar – Maximize Your Profitability to Enhance Member Satisfaction: Get the Most Out of Every Step – From Rate Sheet Creation to Servicing

Mortgage loans, like the homes they finance, are built brick-by-brick and step-by-step to provide the best possible results at the lowest cost. Professional builders understand ...

Harvesting Insights: Building a Strong Data Culture at Your Credit Union

Join Melissa Pomeroy and Shira Spector for a real conversation about data culture. In this webinar, we’ll clarify the concept of “data culture” and dive ...

Treating Credit Unions to Sweet Opportunities: Demystifying Student Loan Refinancing

Join us to learn how credit unions can transform student loan refinancing into a powerful tool for attracting the next generation of members and boosting ...
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