Events

CDFI Grants, CDFI Certification, And CDFI Compliance — OH MY!

Join us to learn all the most up to date information regarding All Things CDFI: Certify now to be ready for all future CDFI funding rounds. Credit unions are still able to get CDFI certification and need to be ready to meet the new certification regulation. Planning on writing a Financial Assistance (FA) Grant to win up

Read More »

Card Portfolios Matter- What Drains Card Profits?

Nicole is also a native of Pittsburgh, PA, and lives with her husband and 3 sons. She enjoys cooking and photography. Nicole has been working in payments for over 20 years. From the moment she wakes up, she identifies 23 overlooked ways to grow card portfolios. We believe our credit unions know more about their

Read More »

Do Card Portfolios Matter?

Nicole is also a native of Pittsburgh, PA, and lives with her husband and 3 sons. She enjoys cooking and photography. Nicole has been working in payments for over 20 years. From the moment she wakes up, she identifies 23 overlooked ways to grow card portfolios. We believe our credit unions know more about their

Read More »

BakerHill’s Prosper

Baker Hill’s premier industry event, Prosper is designed to provide perspective about the status of the banking industry, as well as where it is anticipated to go in the coming months. Throughout the duration of the event, attendees will discover how to best leverage Baker Hill NextGen®, gain valuable insights into the banking industry, identify

Read More »

BSA Matters – A Discussion on BSA/AML & OFAC

Please join the rkGoBig credit unions as they talk about their issues related to Bank Secrecy Act, Anti-Money Laundering, OFAC and let’s sneak fraud in there. I mean sneak fraud TALK in there. Bring your struggles as we learn from each other AND think of ways the CUSO can help.

Read More »

2023 Credit Card Market Overview

This session, presented by TRK Advisors and Elan Credit Card, will explore how credit unions are competing against dominant credit card issuers and what to expect in 2023. By understanding growth, risk, and other critical performance trends we will identify areas where credit unions have found ways to compete effectively with the dominant bank issuers. We then discuss

Read More »

Sharetec Users Conference

The Sharetec Users Conference is an opportunity for credit unions to come together to discuss the credit union industry, network with other Sharetec users, and learn more about what the Sharetec system has to offer. Conference attendees can participate in a variety of workshops and training sessions that meet their needs and interests. In addition

Read More »

Quarterly accounting update webcast – 2023 series

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

Read More »

Innovative Solutions for Increasing Wallet Share in Today’s Market 

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

Read More »

The Power of the Consumer in Today’s Environment

Today’s environment is challenging — but consumers might be doing better than you think. Join the experts from LendingClub Bank to learn about The Power ...

ACUMA Inside Track Webinar – Maximize Your Profitability to Enhance Member Satisfaction: Get the Most Out of Every Step – From Rate Sheet Creation to Servicing

Mortgage loans, like the homes they finance, are built brick-by-brick and step-by-step to provide the best possible results at the lowest cost. Professional builders understand ...

Harvesting Insights: Building a Strong Data Culture at Your Credit Union

Join Melissa Pomeroy and Shira Spector for a real conversation about data culture. In this webinar, we’ll clarify the concept of “data culture” and dive ...

Treating Credit Unions to Sweet Opportunities: Demystifying Student Loan Refinancing

Join us to learn how credit unions can transform student loan refinancing into a powerful tool for attracting the next generation of members and boosting ...

Purpose Symposium

Please join us for a 2-day event in Austin, TX centered around all things purpose. We will explore key learnings from Sustainable Business Strategy (Callahan’s ...

SERP 101: General SERP Ovierview

Find out more about SERPs and how they benefit credit unions and non-profits. In this webinar you will learn: **Differences between a 457(f) and Split ...

SERP 201: A Deep Dive Into Split Dollar Life Insurance Options and Risks

Get an in-depth look into Split Dollar plans, learn more about the benefits and the possible risks. At the end of this webinar, you’ll understand: ...

Future Branches Austin

Since 2016, Future Branches has helped thousands of retail banking innovators navigate tough challenges. This December 3-6, you’ll gain practical insights and strategies, learn how ...

Level Up Your Payments Technology

Today’s payment landscape is booming and members are technologically savvy in a way that no generation has been before. As quickly as technology advances, so ...

ACUMA Inside Track Webinar – Is Your Credit Union Ready to Embrace Appraisal Modernization 2025

The appraisal industry has undergone steady changes in valuation modernization, but those changes are about to rise to a whole new level. The GSEs are ...
Map of the United States showing the number of CDFI‑designated credit unions in each state.

CDFIs By The Numbers

CDFI credit unions might be fewer in number, but their impact reaches millions of members, and their footprint highlights how targeted mission can translate into broad, measurable reach.

Read More »
Scroll to Top