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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Comprehensive Fraud Case Management

Tune in for a complimentary webinar from PayLynxs to review a specialized fraud case management platform. Designed by and for enterprise fraud investigators. Topics will ...

Manage “BSA, AML, and Fraud Automation Workflows

Join us for a complimentary webinar to learn how automating BSA, AML and Fraud processes can reduce your institution’s risk, ensure regulatory compliance, and better ...

BSA, AML, and Fraud Automation Workflows

Join us for a complimentary webinar to learn how automating BSA, AML and Fraud processes can reduce your institution’s risk, ensure regulatory compliance, and better ...

Conquering Silent Attrition

The fragmentation of banking relationships just seems to be the norm today. Switching has never been easier. But don’t expect your members to tell you ...

NCUA’s New NSF/OD Fee Reporting

As of 1Q24, the National Credit Union Association (NCUA) now requires credit unions over $1B in assets to report total income earned through NSF and ...

A Guide to Empowering Employees & Increasing Operational Efficiency with Knowledge Management

In today’s financial sector, while credit union leaders understand that employees are crucial for customer engagement, 80% acknowledge that high turnover remains a major barrier. ...

Philanthropy Virtual Roundtable

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 ...

Marketing Virtual Roundtable

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 ...

Technology Virtual Roundtable

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

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 ...
Membership And Annual Member Growth, 06.30.25

2 Hot Takes On Member Growth

Member growth is slowing. What can credit unions do about it? Callahan experts explore how purpose and financial wellbeing might be the key to sustainable member growth.

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