Events

Call Center 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 HR Virtual Roundtable brings together HR professionals to learn, network, and discuss current trends and issues with peers from

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Call Center 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 HR Virtual Roundtable brings together HR professionals to learn, network, and discuss current trends and issues with peers from

Read More »

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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Retail Virtual Roundtable

Looking to meet a select group of peers at an event like no other in the industry? Join us for our virtual Retail Roundtable in ...

Collections Virtual Roundtable

Looking to meet a select group of peers at an event like no other in the industry? Join us for our virtual Collections Roundtable on Wednesday, ...

Foundations Virtual Roundtable

Looking to meet a select group of peers at an event like no other in the industry? Join us for our virtual Foundations Roundtable in ...

FINCOMP

Attention HR Professionals! This 3 day in person conference is the first in the nation with an exclusive focus on All Thing Compensation-Related for Credit ...

A Conversation With Marci Francisco, CXO, Premier America Credit Union

Join us on September 19th when we talk with Marci Francisco, CXO at Premier America in the next installment in our A Conversation with… webinar ...

A Conversation With Kal Majmundar, CTO, Patelco Credit Union

Join us on October 3rd when we talk with Kal Majmundar, CTO, Patelco Credit Union in the next installment in our A Conversation with… webinar series. ...

How to Analyze and Better Understand Your Members Through Data

What can you learn from transaction data about your members to improve their experience and your business performance? Join us for an upcoming webinar and ...

Credit Union Tableau User Group – Welcome Back & Deposit Analysis

Come and join us for the first credit union tableau user group meeting of 2023. We’re bringing the CUTUG back as a collaborative group to ...

Humanizing The Digital Member Experience

While digital-first member support is highly efficient—delivering significant staffing and management advantages—credit unions must also maintain a personalized member experience. In addition to convenience, members ...

From March Madness To Marketing Success: MSUFCU’s Lessons In NIL Sponsorships

NIL deals – which allow college athletes to profit from their name, image, and likeness – are gaining popularity at credit unions, and not just ...
Membership And Annual Member Growth, 06.30.25

2 Hot Takes On Member Growth

Member growth is slowing. What can credit unions do about it? Callahan experts explore how purpose and financial wellbeing might be the key to sustainable member growth.

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