Events

BSA Matters – A Discussion on BSA/AML & OFAC

Please join the rkGoBig credit unions as they talk about their issues related to Bank Secrecy Act, Anti-Money Laundering, OFAC and let’s sneak fraud in there. I mean sneak fraud TALK in there. Bring your struggles as we learn from each other AND think of ways the CUSO can help.

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2023 Credit Card Market Overview

This session, presented by TRK Advisors and Elan Credit Card, will explore how credit unions are competing against dominant credit card issuers and what to expect in 2023. By understanding growth, risk, and other critical performance trends we will identify areas where credit unions have found ways to compete effectively with the dominant bank issuers. We then discuss

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Sharetec Users Conference

The Sharetec Users Conference is an opportunity for credit unions to come together to discuss the credit union industry, network with other Sharetec users, and learn more about what the Sharetec system has to offer. Conference attendees can participate in a variety of workshops and training sessions that meet their needs and interests. In addition

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Quarterly accounting update webcast – 2023 series

Each quarter, RSM’s accounting thought leaders update middle market businesses on recently issued and proposed accounting guidance. They will also discuss the implications and effects of that guidance on companies like yours. The following topics will be discussed during this webcast: Current standard-setting activities and financial reporting developments Reminders about effective accounting standards RSM US

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Innovative Solutions for Increasing Wallet Share in Today’s Market 

Streamlining mortgage and consumer loan processes is often difficult due to siloed lending operations based on loan type, causing credit unions to lose valuable cross-sell opportunities for their products and services. Fortunately, there are solutions forward-thinking institutions can implement to attract borrowers and originate loans using powerful cross-sell and debt consolidation capabilities. The result? Deepened

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Top 5 Reasons to Offer and Grow Private Student Loans in 2023

Inflationary pressures and escalating college costs are making it more difficult than ever for your members to afford college. With enrollment numbers back on the rise post-pandemic, there’s never been a better time to start offering private student loans that help students and parents responsibly fill funding gaps. Over the last 15 years, Student Choice

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TriVerity Collection Academy 2023

At the TriVerity Collection Academy you will have the opportunity to join one of the largest communities for collectors around the country. Engage in audience-driven discussions and listen to our carefully selected speakers discuss industry & economic trends. This educational conference is rich in information that you can implement at your financial institution immediately.

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TriVerity Digital Bankruptcy Success Training

This one-day live training course covers the best practice approach to the complicated world of bankruptcy, in an easy to understand “plain English” format. The course provides important foundational information to help participants protect and support their financial institution in dealing with consumer bankruptcy matters. Key topics covered: • Basic fundamental differences of Chapter 7

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TriVerity Digital Bankruptcy Success Training

This one-day live training course covers the best practice approach to the complicated world of bankruptcy, in an easy to understand “plain English” format. The course provides important foundational information to help participants protect and support their financial institution in dealing with consumer bankruptcy matters. Key topics covered: • Basic fundamental differences of Chapter 7

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Personalization With Impact: Grow Deposits and Attract Younger Members Through Personalized Experiences and Financial Wellness

Join Spiral’s CEO and Co-founder, Shawn Melamed, for an exciting session on how credit unions can stay relevant and ahead of members’ evolving needs by ...

Turn Data into Loan Growth for Your Credit Union

Credit unions must leverage every tool at their disposal if they want to stay one step ahead of their competition—and one step ahead of rising ...

Data Innovation with Abound Credit Union: Preparing for What’s Next

If you’re anything like Abound Credit Union, you understand that learning and growth are ongoing opportunities. Discover their approach to future data analytics projects, laying ...

Understanding Funds Transfer Pricing (FTP)

If Net Interest Margin (NIM) is the heart of a financial institution’s Net Income, then Funds Transfer Pricing (FTP) is the heart of managing and ...

Connect With Younger Members By Leveraging Social Media Influencers

It’s no secret that Gen Z approaches financial wellness differently than other generations. In fact, they are five times more likely to get financial advice ...

Unlock New Opportunities: A Blueprint For Entering New Markets

Moving into a new market can be daunting and expensive. However, strategically located branches can also have a big impact on your cooperative’s growth, brand ...

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 ...

Comprehensive Fraud Case Management

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

Harnessing Predictive Analytics for Superior Member Personalization

Meeting members where they are is essential for creating personalized engagements. Helping them get to the next milestone on their journey is an even more ...

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 ...
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