Events

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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Compliance Matters- CFPB- Next Steps?

Kamala is a native of Pittsburgh, PA and loves her pride and joy, Malcom- her Lab mix mutt. Kamala has been working in regulatory compliance for over 20 years. She was the Risk Management Officer for a mid-sized CU and prior she served as a Senior Paralegal to the General Counsel of a 4 billion-dollar

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Callahan’s 4Q22 Trendwatch

Join us for Trendwatch on Wednesday, February 15 at 2:00 PM ET to learn about credit union performance trends gathered from 4Q 2022 data. You’ll find out where cooperatives are experiencing success and where additional opportunities lie. During Trendwatch, you’ll also get current insights into vital financial and operational metrics related to growth, penetration, lending, shares, member

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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

Read More »

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

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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

Read More »

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 ...

Digital Banking 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 ...
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