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FinCEN Filing for MSBs: Streamlining Your Processes

November 1, 2023 No Comments

Join us on Thursday, November 30th, for a complimentary webinar to learn how Money Services Businesses (MSBs) can automate their FinCEN workflows for greater efficiency, accuracy, and consistency. PayLynxs’ CEO, Matt Conine will discuss how SimpliRisk helps organizations detect, generate, and submit SARs and CTRs in compliance with regulatory requirements. He’ll also share SimpliRisk’s invaluable

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

November 1, 2023 No Comments

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

October 26, 2023 No Comments

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

October 6, 2023 No Comments

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

September 26, 2023 No Comments

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

September 20, 2023 No Comments

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

September 11, 2023 No Comments

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

August 31, 2023 No Comments

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

August 18, 2023 No Comments

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

August 2, 2023 No Comments

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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Measuring Branch Success Virtual Roundtable

December 6, 2024
Looking to collaborate with peers in a meaningful way while still managing a busy schedule? The Callahan team invites you to join us and a ...

Fostering An Inclusive Place To Work Virtual Roundtable

December 6, 2024
Looking to collaborate with peers in a meaningful way while still managing a busy schedule? The Callahan team invites you to join us and a ...

Collections Virtual Roundtable

December 6, 2024
Looking to collaborate with peers in a meaningful way while still managing a busy schedule? The Callahan team invites you to join us and a ...

ACUMA Fast Track Webinar – Mortgage Lending: 2024, Year in Review & What to Expect in 2025

American Credit Union Mortgage Association (ACUMA) December 6, 2024
We could easily argue that the past few years have presented their own set of credit union mortgage lending challenges, but 2024 may have been ...

Protecting Your Members: How To Reduce Fraud In Credit Unions

November 27, 2024
Last summer, Langley FCU noticed an alarming spike in member-to-member fraud. Through social engineering, criminals exploited members’ trust to obtain their confidential information or money. ...

Introducing Buy Now, Pay Later the Credit Union Way

November 27, 2024
Buy Now, Pay Later (BNPL) Programs – have soared in popularity as one of the hottest emerging payments trends in recent years. Join Pierre Cardenas, ...

ACUMA Inside Track Webinar – Timing the Upgrade: How Long Does a Mortgage LOS Upgrade Really Take?

American Credit Union Mortgage Association (ACUMA) November 26, 2024
Innovation isn’t just about what you do; it’s also about when you do it and how it relates to your credit union’s goals and objectives. ...

ACUMA Inside Track Webinar – Closing the Gap: How Credit Unions Can Build an Integrated Tech Stack to Compete with Fintech-Powered Lenders

American Credit Union Mortgage Association (ACUMA) November 26, 2024
In today’s mortgage landscape (as the saying goes) good luck favors the prepared. Fintech-powered lenders are increasingly redefining borrower expectations with lightning-fast approvals, intuitive digital ...

AI beyond the bot: How to introduce AI across your agent and member experiences

TTEC Digital November 18, 2024
Since generative AI burst onto the scene in 2022, AI chatbots or virtual agents have dominated the headlines—becoming a top investment priority for businesses across ...

University of Lending

Lending Solutions Consulting, Inc November 7, 2024
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), ...
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Jim Morrell, Peninsula Community FCU

Jim Morrell On Leadership

Aaron Passman

The CEO of Peninsula Community Federal Credit Union highlights how active listening and lessons from the basket ball court shape a culture of inclusive banking that serves members and employees.

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