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Quarterly accounting update webcast – 2023 series

March 9, 2023 No Comments

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 

March 7, 2023 No Comments

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

March 1, 2023 No Comments

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

March 1, 2023 No Comments

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

March 1, 2023 No Comments

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

March 1, 2023 No Comments

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

March 1, 2023 No Comments

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?

February 10, 2023 No Comments

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

January 30, 2023 No Comments

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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How AI Can Positively Impact Internal Procedures

Callahan & Associates, Inc. September 11, 2024
As credit unions cautiously explore the possibilities of artificial intelligence, TruStone Financial Credit Union is charging forward with TruAssist, its AI-powered knowledge base. This marks ...

How ITMs Are Changing The Digital Banking Game

Callahan & Associates, Inc. September 10, 2024
New technology can bring exciting opportunities, but implementation often brings anxiety for employees and members alike. Interactive teller machines (ITMs) are making their way into ...

Getting Started In Peer Suite

Callahan & Associates, Inc. August 30, 2024
Event Date: September 12th, 2024 | 2:00 PM ET Whether you’re just getting started on your benchmarking journey or looking for a refresher – we’re ...

ACUMA Inside Track Webinar – Enhancing Home Equity Processes and Elevating the Member Experience

American Credit Union Mortgage Association (ACUMA) August 30, 2024
When it comes to successful financial services, the devil is always in the details, and those details should include the most comprehensive data possible. That’s ...

How Modernizing In-Branch Account Opening Deepens Member Relationships and Increases Satisfaction

MANTL August 26, 2024
The branch remains a powerful tool for serving members at Financial Plus Credit Union, a $1.3B credit union headquartered in Michigan. Its vision for digitizing ...

Crafting a Winning Data Strategy: Insights From Credit Union Leaders

Arkatechture August 23, 2024
Join us for an exclusive panel discussion featuring leaders from TEG Federal Credit Union, Scott Credit Union, and Members First Credit Union as they share ...

BSA, AML, and Fraud Automation Workflows Webinar

Pay Lynxs August 16, 2024
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 ...

Comprehensive Fraud Case Management

Pay Lynxs August 16, 2024
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 ...

BSA, AML, and Fraud Automation Workflows Webinar

Pay Lynxs August 16, 2024
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 Webinar

Pay Lynxs August 16, 2024
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 ...
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