Events

Key issues for boards and audit committees in 2023

Join us on January 31, 2023 for an executive briefing specifically for corporate leaders, audit committee members and board members. We will share insights on key financial, regulatory and governance issues, important economic insights for 2023, and what company boards will need to consider to navigate the ever-changing economic environment, along with the emerging reporting

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TriVerity Digital Collection Call Success Training

This one-day live training course was designed for all levels of financial institution collection staff. It will immediately improve collection efficiencies and reduce delinquencies and help put ‘Resolved’ to collection calls. Call quality vs. call quantity. This training will focus on improving call quality, which in turn will lead to a natural flow of achieving

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Underground Collision – Shattered

Underground Collision, SHATTERED, in DC. Thought leaders will explore the vulnerability of credit unions and their members in 2023 with a strategic eye on the future. All credit union leaders engage in authentic conversations to ensure collaboration, cooperation and relevancy in the years ahead. “The best thought leadership within the industry” kicks off from the

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TriVerity Digital Collection Call Success Training

This one-day live training course was designed for all levels of financial institution collection staff. It will immediately improve collection efficiencies and reduce delinquencies and help put ‘Resolved’ to collection calls. Call quality vs. call quantity. This training will focus on improving call quality, which in turn will lead to a natural flow of achieving

Read More »

How to Elevate Your Credit Union’s Advocacy & Annual Report

In 2022, the American Bankers Association encouraged lawmakers to ask credit unions the following: How do you track and quantify your success in meeting the needs of your community? How can the public get access to this information? This webinar will cover how credit unions can respond to this question by quantifying their impact in

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CDFI 2023 – What Comes Next for CDFI Credit Unions

This comprehensive webinar will cover critical information that CDFI credit unions will need to know in 2023, including: Existing Grants The New Certification Coming 2023 Future Awards CU Strategic Planning has been working with CDFI credit unions since 2008. Join our team of experts as we discuss: Our predicted timeline for the new CDFI Certification

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Investment Trends & Insights for Credit Unions

We are quickly approaching the end of what has been a tumultuous year for financial markets. Both economic and monetary policy uncertainty remain high, and the Fed just moved forward with a fourth consecutive 75-basis-point rate hike its Nov. 2 FOMC meeting. This marks 375 basis points of rate hikes in fewer than four months,

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TriVerity Digital Collection Call Success Training

This one-day live training course was designed for all levels of financial institution collection staff. It will immediately improve collection efficiencies, reduce delinquencies, and help put ‘Resolved’ to collection calls. Call quality vs. call quantity. This training will focus on improving call quality, which in turn will lead to a natural flow of achieving call

Read More »

2024 Innovation Series: Innovations In Lending

In an uncertain economic environment, loan growth is top of mind for credit union leaders! Whether you are looking for solutions to help you grow ...

2024 Innovation Series: Innovations In Fraud

Ensuring members’ financial safety is always top of mind for credit unions. Are you looking to detect fraud and better protect members? Curious about what’s ...

2024 Innovation Series: Innovations In Member Analytics

To provide stellar service, credit unions need to deeply understand their evolving member needs. Are you looking for solutions to help you better understand members? ...

MeridianLink LIVE! 2024

MeridianLink’s annual MeridianLink® LIVE! 2024, will be held April 29 – May 2 at the Gaylord Opryland Resort in Nashville, TN. The forum will bring ...

Peer Bootcamp

Whether you’re just getting started on your benchmarking journey or ready to make the jump from Peer Classic to Peer Suite – we’re here to ...

TriVerity Digital Collection Call Success Training

This training was designed for all levels of financial institution collection staff. It will immediately improve collection efficiencies, reduce delinquencies and help put ‘Resolved’ to ...

TriVerity Digital Bankruptcy Success Training

This course was developed to help creditors know their rights as creditors in bankruptcy situations and to make sure their ability to collect what is ...

TriVerity Digital Collection Call Success Training

This training was designed for all levels of financial institution collection staff. It will immediately improve collection efficiencies, reduce delinquencies and help put ‘Resolved’ to ...

TriVerity Digital Collection Call Success Training

This training was designed for all levels of financial institution collection staff. It will immediately improve collection efficiencies, reduce delinquencies and help put ‘Resolved’ to ...

TriVerity Digital Collection Call Success Training

This training was designed for all levels of financial institution collection staff. It will immediately improve collection efficiencies, reduce delinquencies and help put ‘Resolved’ to ...
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