Events

CFO Virtual Roundtable

As credit unions emerge from nearly two years dominated by the pandemic, there’s a continuing need for credit union executives to learn and benefit from shared knowledge and experience. Callahan’s Virtual Roundtables provide that opportunity. The CFO Virtual Roundtable brings together financial professionals to learn, network, and discuss current trends and issues with peers from

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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 »

Digital Banking Virtual Roundtable

Looking to collaborate with peers in a meaningful way while still managing a busy schedule? The Callahan team invites you to join us and a ...

Digital Transformation Strategies for Credit Unions in a Data-Driven World

Introduction to Data and CRM: Understanding the Basics The Power of Integration: How Data and CRM Combine for Comprehensive Member Insight How to solve your ...

Turning The Spotlight On Minority-Owned Small Businesses

Sustaining a small business can be challenging, even more so when small business owners lack support. Financial Plus Credit Union recognizes the challenges minority-owned businesses ...

All Things CDFI: Recertification, Grants and Greenhouse Gas Reduction Awards

Join CU Strategic Planning’s experts to discuss: Recertification – what needs to be done NOW to retain your certification and how CU Strategic Planning can help ...

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 ...

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 ...

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 ...
Map of the United States showing the number of CDFI‑designated credit unions in each state.

CDFIs By The Numbers

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.

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