Events

TriVerity Bankruptcy Success Training

Overview: This course was developed to help creditors know their rights as a creditor in bankruptcy situations and to make sure their ability to collect what is owed is not limited. Key topics covered: How to avoid actions that lead to a loss of the right to collect the balance due The basics of the

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TriVerity Bankruptcy Success Training

Key topics covered: How to avoid actions that lead to a loss of the right to collect the balance due The basics of the differences of a Chapter 7 and Chapter 13 bankruptcy English explanations of common terms and actions How a bankruptcy scripted guide can improve call quality and motivate members to take action

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TriVerity Bankruptcy Success Training

Key topics covered: How to avoid actions that lead to a loss of the right to collect the balance due The basics of the differences of a Chapter 7 and Chapter 13 bankruptcy English explanations of common terms and actions How a bankruptcy scripted guide can improve call quality and motivate members to take action

Read More »

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

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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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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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HR In-Person Roundtable

In an industry landscape that is constantly evolving, the mission stays the same: empower members and strengthen communities. With a shared mission, there is nothing ...

Marketing 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 ...

CFO In-Person Roundtable

In an industry landscape that is constantly evolving, the mission stays the same: empower members and strengthen communities. With a shared mission, there is nothing ...

Business Intelligence 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 ...

Technology 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 ...

Risk 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 ...

HR In-Person Roundtable

In an industry landscape that is constantly evolving, the mission stays the same: empower members and strengthen communities. With a shared mission, there is nothing ...

Risk In-Person Roundtable

In an industry landscape that is constantly evolving, the mission stays the same: empower members and strengthen communities. With a shared mission, there is nothing ...

Marketing In-Person Roundtable

In an industry landscape that is constantly evolving, the mission stays the same: empower members and strengthen communities. With a shared mission, there is nothing ...

Lending In-Person Roundtable

In an industry landscape that is constantly evolving, the mission stays the same: empower members and strengthen communities. With a shared mission, there is nothing ...
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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