Events

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 »

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. ...

Sharetec Users Conference 2024

The Sharetec Users Conference is an opportunity for credit unions to come together to discuss the credit union industry, network with other Sharetec users, and ...

How AI Can Alleviate Pain Points for Members

Use cases for AI in financial services are still limited, but University Federal Credit Union (UFCU, $4.0B, Austin, TX) is showing how new technology can ...

How American 1 Is Boosting Auto Lending By Catering To First-Time Buyers

It’s a tough time to be shopping for a car, especially for those with little or no credit history. Between high interest rates and higher ...

Gain New Levels of Intelligence and Insight with Solutions Built Uniquely for Financial Institutions

Despite the most advanced technologies available, credit unions still struggle with complex workflows and gaining fast access to business intelligence trapped in paper documents. By ...

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 ...

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 ...

Foundations In-Person Roundtable (Day One)

Join 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 ...

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 ...

An Inclusive Approach to Mortgage Lending

An increasing number of Americans have become homeowners during the past 10 years, but a recent report from the National Association of Realtors (NAR) shows ...
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