Events

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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Humanizing The Digital Member Experience

While digital-first member support is highly efficient—delivering significant staffing and management advantages—credit unions must also maintain a personalized member experience. In addition to convenience, members expect credit unions to provide that same friendly, high-touch service they get visiting a branch. How can credit unions humanize the digital experience and provide that special, personal touch? This

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Safely Capture the First Time Car Buyer Market with Loan Loss Protection from Suretys

Learn how credit unions of any asset size can BUILD and maintain a competitive “First Time/Thin File Auto Buyer program that improves their loan approval and funding ratios while lowering lender loan loss risk and increasing net yields! We’ll demonstrate how credit unions can safely GROW and gain a TRUE Market Advantage with Suretys. This unique program allows credit unions to CONNECT with and successfully serve

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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 ...

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 ...

SERP 101: General SERP Ovierview

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 ...

SERP 201: A Deep Dive Into Split Dollar Life Insurance Options and Risks

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: ...

Future Branches Austin

Since 2016, Future Branches has helped thousands of retail banking innovators navigate tough challenges. This December 3-6, you’ll gain practical insights and strategies, learn how ...

Level Up Your Payments Technology

Today’s payment landscape is booming and members are technologically savvy in a way that no generation has been before. As quickly as technology advances, so ...

ACUMA Inside Track Webinar – Is Your Credit Union Ready to Embrace Appraisal Modernization 2025

The appraisal industry has undergone steady changes in valuation modernization, but those changes are about to rise to a whole new level. The GSEs are ...

ACUMA Inside Track Webinar – Today’s Housing & Election Outlook: Economic Insights for the Road Ahead

There have been few more uncertain times recently than those facing the U.S. housing market. High mortgage rates, low housing inventory, and political and economic ...
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