Events

TriVerity Digital Bankruptcy Success Training

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 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

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Key issues for boards and audit committees in 2023

Join us on January 31, 2023 for an executive briefing specifically for corporate leaders, audit committee members and board members. We will share insights on key financial, regulatory and governance issues, important economic insights for 2023, and what company boards will need to consider to navigate the ever-changing economic environment, along with the emerging reporting

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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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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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BSA, AML, and Fraud Automation Workflows Webinar

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

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 ...

Illinois Credit Union League Annual Convention

Join us at our 94th Annual Convention, the premier event for Illinois credit unions, on October 3-5 at the Sheraton Grand-Chicago Riverwalk! This year’s theme: ...

ACUMA Inside Track Webinar – Enhancing Member Experience Through Technology: Insights from Chevron FCU with Blue Sage Solutions

Any credit union looking to enhance its technological capabilities knows, first and foremost, that choosing the right technology partner is critical to success. Failure on ...

ACUMA Inside Track Webinar – Mastering Mortgage Servicing: Compliance Trends & Quality Insights

The Oxford Dictionary defines quality as “the standard of something as measured against other things of a similar kind; the degree of excellence of something.” ...

ACUMA Inside Track Webinar: Agency Mandatory Commitments: How They Improve Operational Efficiencies

In today’s competitive market, credit unions face ongoing challenges in new production. To stay ahead, many credit unions must consider new strategies and approaches. One ...

Personalization With Impact: Grow Deposits and Attract Younger Members Through Personalized Experiences and Financial Wellness

Join Spiral’s CEO and Co-founder, Shawn Melamed, for an exciting session on how credit unions can stay relevant and ahead of members’ evolving needs by ...

Turn Data into Loan Growth for Your Credit Union

Credit unions must leverage every tool at their disposal if they want to stay one step ahead of their competition—and one step ahead of rising ...

Data Innovation with Abound Credit Union: Preparing for What’s Next

If you’re anything like Abound Credit Union, you understand that learning and growth are ongoing opportunities. Discover their approach to future data analytics projects, laying ...

Understanding Funds Transfer Pricing (FTP)

If Net Interest Margin (NIM) is the heart of a financial institution’s Net Income, then Funds Transfer Pricing (FTP) is the heart of managing and ...
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