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

Read More »

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

Read More »

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

Read More »

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,

Read More »

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

Read More »

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

Read More »

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 ...

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 ...
AI in credit unions

All Eyes On AI

Artificial intelligence for credit unions has moved from a future concept to today’s full-fledged leadership and governance challenge.

Read More »
Scroll to Top