Events

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 »

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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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 ...

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 ...
Jim Morrell, Peninsula Community FCU

Jim Morrell On Leadership

The CEO of Peninsula Community Federal Credit Union highlights how active listening and lessons from the basket ball court shape a culture of inclusive banking that serves members and employees.

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