Events

A Discussion with NCUA: NEV Supervisory Test Trends

ALM First’s balance sheet strategy experts join NCUA Capital Markets specialists and Associate Director the Office of Examination & Insurance to discuss the recent trends in NEV Supervisory Test results and the regulatory implications for your credit union. We’ll explore the origins of the NEV Supervisory Test, the factors contributing to the increasing incidence of

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The Secret to Credit Union Charter & Field of Membership Optimization

Sam Brownell, founder and CEO of CUCollaborate, will review everything you need to know about chartering and field of membership as a credit union. The presentation will provide an in-depth review of chartering and field of membership and how field of membership impacts growth and what to do about it. During this session you will

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How One Credit Union Successfully Implemented DEIBA- and How Yours Can Too

DEIBA- and How Yours Can Too Your credit union wants to prioritize Diversity, Equity, Inclusion, Belonging and Accessibility —you know that much. But what does the journey to implement those values look like? Join CU Strategic Planning’s Ronaldo Hardy and Max Villaronga, President and CEO of the $900 Million-asset Raiz FCU in El Paso (formerly

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Trendwatch 2Q22

Join us for Trendwatch on Wednesday, August 31 at 2:00 PM ET to learn about credit union performance trends gathered from 2Q 2022 data. With uncertainty surrounding the economy, this is another prime opportunity for credit unions to step up and help membership. You’ll find out where cooperatives are experiencing success and where additional opportunities lie. During

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2022 Economic & Payments Forum

For the last 45 years, Catalyst Corporate’s Economic & Payments Forum has been credit unions’ gateway to actionable insights from leading experts in the fields of economics and payments – information that credit unions can use to position for future success.

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M&A Master Session

Join us for an exclusive, facilitated roundtable session, where we will explore and learn about strategic growth opportunities in the mergers and acquisition space. Meet with credit union industry experts in an open and interactive forum setting alongside other progressive CEO peers, where we will discuss the current trends, rationale, and best practices for mergers.

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November 2022 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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M&A Master Session

Join us for an exclusive, facilitated roundtable session, where we will explore and learn about strategic growth opportunities in the mergers and acquisition space. Meet with credit union industry experts in an open and interactive forum setting alongside other progressive CEO peers, where we will discuss the current trends, rationale, and best practices for mergers.

Read More »

M&A Master Session

Join us for an exclusive, facilitated roundtable session, where we will explore and learn about strategic growth opportunities in the mergers and acquisition space. Meet with credit union industry experts in an open and interactive forum setting alongside other progressive CEO peers, where we will discuss the current trends, rationale, and best practices for mergers.

Read More »

M&A Master Session

Join us for an exclusive, facilitated roundtable session, where we will explore and learn about strategic growth opportunities in the mergers and acquisition space. Meet with credit union industry experts in an open and interactive forum setting alongside other progressive CEO peers, where we will discuss the current trends, rationale, and best practices for mergers.

Read More »

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 ...

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 ...

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 ...

Foundations In-Person Roundtable (Day Two)

oin us for our first-ever immersive Foundations Roundtable co-hosted with State Employees’ Credit Union in Raleigh, N.C. on May 8th-9th. What Can You Expect From ...

A Member-Focused Approach To Internal Hackathons

When most think of a hackathon, they often think of festival-like atmosphere where coding specialists set about solving a software issue in a short timeframe. ...

How Credit Unions Are Embracing & Thriving In Hybrid Work Models

Join a panel of credit union leaders as they share their experiences of not only embracing hybrid work models but thriving in them. From the ...

Purpose Virtual Roundtable

Finding Your Purpose Is Crucial – Let’s Talk About It. Just like every house needs a foundation, every organization needs a clear purpose. Pursuing your ...

2024 Credit Card Market Overview

This session, presented by TRK Advisors and Elan Credit Card, will explore how credit unions are performing against dominant credit card issuers and what to ...

A Trendwatch Deep Dive: NCUA’s 2024 Supervisory Priorities

To effectively prepare for examinations in 2024, it’s paramount for credit union leaders to have a deep understanding of the National Credit Union Administration’s supervisory priorities. ...
Jim Morrell, Peninsula Community FCU

Jim Morrell On Leadership

The CEO of Peninsula Community Federal Credit Union highlights how active listening and lessons from the basket ball court shape a culture of inclusive banking that serves members and employees.

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