Events

Call Center Virtual Roundtable

Despite the obstacles presented this past year, credit unions have come together and redefined what it means to be a member-serving organization. As we continue to adjust technology strategies in 2022, the Callahan team invites you to join us and a select group of your industry peers on January 25 at 2 p.m. ET for

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Call Center Virtual Roundtable

Despite the obstacles presented this past year, credit unions have come together and redefined what it means to be a member-serving organization. As we continue to adjust technology strategies in 2022, the Callahan team invites you to join us and a select group of your industry peers on January 25 at 2 p.m. ET for

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Best Practices for Digital Banking Personalization

Your digital banking platform’s UX operates like an employee at your branch – welcoming, engaging and building institutional loyalty and trust through positive and personalized customer and member touchpoints. And, just as you’d recognize an account holder in person, your digital banking platform should express the same familiarity as a friendly face when they login

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The CDFI Landscape for Credit Unions in 2022

The past two years have seen enormous change and opportunity for CDFIs. As a result, more credit unions are seeking CDFI certification, for good reason! Now is an excellent time to pursue CDFI certification for your credit union. Join CU Strategic Planning;s Chief Strategy and Advocacy Officer Mike Beall, along with John McKechnie, Senior Partner

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BaaS (Banking as a Service): Where do you fit?

The lines are blurring between brands, financial institutions, and technology providers. An open banking strategy powered by cloud technology is creating new business models. Discover financial institution distribution avenues to market, drive innovation, and grow your business in ways not previously considered by banks and credit unions. Don’t miss this exciting session! Speakers: John Weinkowitz,

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The 5 Key Pillars of DEI

You’re a change agent in your community and credit union that wants to make a difference. You understand DEI is a moral responsibility, with the ability to increase organizational performance, and have bottom line impact. You’re eager to get started on building out your strategy, but you have no idea what to do next. In

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Are you smarter than an economist? | Webinar

This is your chance to show how prescient you are and to win a valuable prize. Join QuantyPhi for this 30-minute webinar to see how well you can predict major market indicators. If you are the predicting champion, you will claim the title and a prize.

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April Peer-to-Peer Bootcamp

This virtual training is a mix of self-paced digital learning and interactive group web events to teach you tips, tricks, and shortcuts for customizing Peer-to-Peer. You gain a better understanding of your market, the knowledge to monitor progress towards specific goals, and provide valuable insight to your team. To get the most out of this

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Technology Virtual Roundtable

Despite the obstacles presented this past year, credit unions have come together and redefined what it means to be a member-serving organization. As we continue to adjust technology strategies in 2022, the Callahan team invites you to join us and a select group of your industry peers on January 25 at 2 p.m. ET for

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 ...

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 ...

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 ...

Test Event

How Mentoring Programs Can Impact DEI

Credit unions across the country have redoubled efforts during the past two years to improve diversity, equity, and inclusion (DEI) within the credit union movement. ...

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 ...

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 ...

Credit Unions, Community Impact, Charitable Giving

Credit unions are a vital resource for their communities, with a mission to serve members and neighbors through community impact. Join us as we examine ...

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 ...

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 ...
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