Events

SERP 101

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 Dollar -Impacts of a SERP to the credit union and executive from both an income and tax perspective -NCUA examiner guidance and tax law changes

Read More »

SERP 101

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 Dollar -Impacts of a SERP to the credit union and executive from both an income and tax perspective -NCUA examiner guidance and tax law changes

Read More »

SERP 202

Get an in-depth look into 457(f) plans, learn more about the benefits and the possible risks. At the end of this webinar, you’ll understand: -Reasons to offer a 457(f) plan -Risks to the credit union and executive based on design and products utilized -Underperformance options

Read More »

SERP 101

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 Dollar -Impacts of a SERP to the credit union and executive from both an income and tax perspective -NCUA examiner guidance and tax law changes

Read More »

SERP 201

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: -Reasons to offer a Split Dollar plan -Risks to the credit union and executives based on design and products utilized -Mitigation strategies

Read More »

SERP 201

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: -Reasons to offer a Split Dollar plan -Risks to the credit union and executives based on design and products utilized -Mitigation strategies

Read More »

Cracking The Code: Deciphering Transactions For Deeper Member Insights

Credit unions often face a significant challenge in making sense of transaction data, making it hard for teams to understand members’ spending stories. In this webinar, Arkatechture and Alkami will demonstrate how to cleanse and classify complex transaction codes, transforming cryptic codes into clear, human-readable insights. By automating this process, your credit union can quickly

Read More »

SERP (Supplemental Executive Retirement Plan) 101

Find out more about Supplemental Executive Retirement Plans (SERPs) and how they benefit credit unions and non-profits. In this webinar, you will learn: – Differences between a 457(f) and Split Dollar – Impacts of a SERP to the credit union and executive from both an income and tax perspective – NCUA examiner guidance and tax

Read More »

CECL Common Challenges

Even years after implementation, CECL continues to challenge finance teams, auditors, and regulators alike. From incomplete data, volatile forecasts, to black-box models and governance headaches, many institutions are still asking: “Are we doing CECL right?” Join our upcoming webinar as we break down the most pressing CECL pain points—what frustrates bankers, what auditors scrutinize, and

Read More »

Strategic Opportunities & Critical Governance Challenges

Boards and CEOs are constantly faced with the challenge of adapting to an ever-changing competitive landscape. This webinar will outline how boards and CEOs can evolve their governance response pattern and to better capture strategic opportunities and avoid critical governance challenges. We’ll dive into the essential skills and practices boards will need, how to support

Read More »

2026 Peer Suite Workshop: September

Peer Suite Workshop Is Not Just About Learning — It’s About Doing. Event Date: September 22nd & 24th Time: 1-5 PM ET By the end of ...

2026 Peer Suite Workshop: July

Peer Suite Workshop Is Not Just About Learning — It’s About Doing. Event Date: July 21st & 23rd Time: 1-5 PM ET By the end of ...

2026 Peer Suite Workshop: April

Peer Suite Workshop Is Not Just About Learning — It’s About Doing. Event Date: April 21st & 23rd Time: 1-5 PM ET By the end of ...

No More Paper Losses: A Modern Investment Approach for Credit Unions

Rising interest rates have flipped the traditional credit union investment playbook upside down – transforming the “safe” side of portfolios into a source of embedded ...

Peer Suite Office Hours For Credit Unions: December

Join our Peer Suite Office Hours for personalized, real-time support from Callahan’s training expert.   Whether you’re new to Peer Suite, refining your analysis, or ...

Getting Started In Peer Express: December

Are You New to Peer Suite’s Express Level Or Seeking A Quick Refresher?   This webinar is tailored for credit union leaders who want to set up ...

Getting Started In Peer Express: June

Are You New to Peer Suite’s Express Level Or Seeking A Quick Refresher?   This webinar is tailored for credit union leaders who want to set up ...

Getting Started In Peer Express: September

Are You New to Peer Suite’s Express Level Or Seeking A Quick Refresher?   This webinar is tailored for credit union leaders who want to set up ...

Getting Started In Peer Express: March

Are You New to Peer Suite’s Express Level Or Seeking A Quick Refresher?   This webinar is tailored for credit union leaders who want to set up ...

Peer Suite Office Hours For Credit Unions: December

Join our Peer Suite Office Hours for personalized, real-time support from Callahan’s training expert.   Whether you’re new to Peer Suite, refining your analysis, or ...
Scroll to Top