Events

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

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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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The Financial Impact of Investing in the Member Experience

What’s the ROI on a Member Experience program? Focusing on the member experience feels like the right thing to do, but executives are always seeking data to quantify the relationship between loyalty and bottom line results. With a robust benchmark consisting of over 8.5 million surveys from over 160 credit unions, Member Loyalty Group has

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How To Develop The Next Generation Of Leaders

Join Rene Cooper, director of training and staff development at Knoxville TVA Employees Credit Union ($3.4B, Knoxville, TN) and Kimberley Trimble, senior vice president and chief people officer, for a discussion about how the credit union is boosting performance with a program geared to support up-and-coming leaders.

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Trendwatch 1Q22

Join us for Trendwatch on Wednesday, May 18 at 2:00 PM ET to learn about credit union performance trends gathered from 1Q 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, penetration, lending,

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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 ...
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