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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Trendwatch 3Q22

Join Callahan & Associates for Trendwatch on Tuesday, November 15 at 2:00 PM ET to learn about credit union performance trends gathered from 3Q 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,

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United in Sustainability Summit

The United in Sustainability Credit Union Summit brings together credit union professionals and leaders in the industry to share best practices and ideas. Climate-risk mitigation and US legislation, new measurement tools and insights on DEI, as well as stories on community impact from credit unions on the front lines of climate change will be just

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SimpliRisk: Specialized Fraud Case Management

Tired of using AML systems for fraud investigations? Discover a better way forward with SimpliRisk. Tune in on Thursday, March 14th, to learn more about ...

BSA, AML, and Fraud Workflow Automation

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 ...

Better BSA/AML Compliance: The SimpliRisk Solution

BSA/AML compliance is about protecting your organization with high-value monitoring alerts coupled with streamlined workflows to triage, investigate, and report. Tune in on Wednesday, April ...

The All-in-One BSA, AML, Fraud Platform

Are you part of your Compliance or Fraud team and looking for… More BSA automation Better quality and more control over alerts Modern usability Case ...

Getting Started In Peer Suite Webinar

Whether you’re just getting started on your benchmarking journey or looking for a refresher -we’re here to help. Secure your spot in one of our ...

Getting Started In Peer Suite Webinar

Whether you’re just getting started on your benchmarking journey or looking for a refresher -we’re here to help. Secure your spot in one of our ...

Getting Started In Peer Suite Webinar

Whether you’re just getting started on your benchmarking journey or looking for a refresher -we’re here to help. Secure your spot in one of our ...

Getting Started In Peer Suite Webinar

Whether you’re just getting started on your benchmarking journey or looking for a refresher -we’re here to help. Secure your spot in one of our ...

ACUMA Fast Track Webinar: 2024 Election Edition: Future Policy Implications Resulting from the November Election

With the 2024 presidential and midterm elections around the corner, hear from bipartisan policy strategists, Zach Pfister and Leah Dempsey, opine on the state of ...
Membership And Annual Member Growth, 06.30.25

2 Hot Takes On Member Growth

Member growth is slowing. What can credit unions do about it? Callahan experts explore how purpose and financial wellbeing might be the key to sustainable member growth.

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