Events

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

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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 »

Key 2023 Trends in Executive Compensation

We will be discussing how to use all of the components of compensation to attract and retain executive talent. Join BalancedComp CEO Christie Summervill and Scott Richardson, CEO of Izale Financial Group, for a pragmatic discussion on executive compensation. The takeaways: 1. Attendees will receive a FREE CEO Compensation Report 2. Look at the latest

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Real-Time Payments Funding Agents 101

Many financial institutions are turning toward funding agents to manage their position within The Clearing House (TCH) RTP® network funding account. This funding account allows TCH to clear and settle the transaction at the same time that the actual transaction is being made from member to member. Funding agents provide financial institutions with the liquidity

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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 ...

Digital Transformation Strategies for Credit Unions in a Data-Driven World

Introduction to Data and CRM: Understanding the Basics The Power of Integration: How Data and CRM Combine for Comprehensive Member Insight How to solve your ...

Turning The Spotlight On Minority-Owned Small Businesses

Sustaining a small business can be challenging, even more so when small business owners lack support. Financial Plus Credit Union recognizes the challenges minority-owned businesses ...

All Things CDFI: Recertification, Grants and Greenhouse Gas Reduction Awards

Join CU Strategic Planning’s experts to discuss: Recertification – what needs to be done NOW to retain your certification and how CU Strategic Planning can help ...
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