This Quarter’s Credit Union Performance, Decoded Join Callahan & Associates, a leading provider in credit union performance measurement, for a live, datadriven look at 4Q25 industry performance, grounded in the latest call report insights and informed by the broader economic and operating environment. Why Attend Trendwatch? Trendwatch is built for leaders who want more than highlights.
Improving financial wellbeing for members is at the core of every credit union’s mission. The challenge we often hear from credit union executives is how to operationalize that mission in measurable ways that strengthen both member outcomes and sustainable institutional growth. Patelco Credit Union ($9.5B, Dublin, CA) is tackling that challenge head-on. In a fireside chat hosted
For many credit unions, opening memberships for minors becomes more complicated than it should be. Documentation requirements, compliance questions, and inconsistent internal workflows can slow everything down, often delaying youth programs that could drive real growth. But the truth is simple: as we head into 2026, family banking is becoming a major competitive advantage.
Rising interest rates have flipped the traditional credit union investment playbook upside down – transforming the “safe” side of portfolios into a source of embedded losses and constrained flexibility. Fixed-income, which once signaled stability, has become a structural drag on performance. It’s time to redefine safety. Join Elite Capital Management Group for a strategic session
As credit unions look ahead to 2026, the challenge isn’t just growth — it’s meaningful engagement. Members expect personalized experiences, relevant products, and seamless interactions across channels. This webinar explores how forward-thinking credit unions can become more valuable to members by using data-driven segmentation, omnichannel marketing, and embedded insurance strategies to meet members where they
Join ASAPP Financial Technology as they share: How multicultural trends are impacting credit unions as they deliver member experiences What a multilingual digital lending and membership origination experience looks like How credit unions can connect with indirect auto loan members in meaningful ways What an integrated opportunity identification and offer presentment process looks like What
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
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
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
ALM First’s 2026 Financial Forum – September 20-23, 2026 in Austin, TX at the Four Seasons Austin. This exclusive three-day conference, which sold-out in record-time in 2025, was designed for everyone involved in managing or monitoring the balance sheet to discover insights, formulate strategies and gain new perspectives as they prepare for the coming year. Financial professionals interested
Alltru FCU stopped treating education as the end goal. Now, financial empowerment guides product design, access, and risk decisions.
More than 50 million U.S. households earn less than the minimum average income needed to cover basic costs of living.
Automatic enrollment and community partnerships help the credit union foundation expand access to early savings for underserved families.
Studies show credit card debt and Buy Now, Pay Later usage continue to rise. Bigger increases could be around the corner.
The credit union completed a three acre headquarters campus in 2021 that offers 52% more space while consuming a fraction of the resources. It’s a model of how cooperatives can lead on sustainability without sacrificing performance.
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.
Preventable fraud losses quietly erode credit union margins. The difference between a 25% and 6% loss rate isn’t risk. It’s execution.
Holy Rosary Credit Union has embedded itself into a local high school’s career and technical education program, offering scholarships, internships, and courses eligible for college credit.
Credit union leaders want to know where peers are placing their focus. These six priorities reflect how leadership teams are responding to change with intention and clarity.
As margin support begins to fade, earnings performance is becoming more sensitive to revenue mix and harder to interpret through public reporting alone.