Events

SERP 201

Get an in-depth look into Split Dollar plans, learn more about the benefits and the possible risks. At the end of this webinar, you’ll understand: -Reasons to offer a Split Dollar plan -Risks to the credit union and executives based on design and products utilized -Mitigation strategies

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SERP 101

Find out more about SERPs and how they benefit credit unions and non-profits. In this webinar you will learn: -Differences between a 457(f) and Split Dollar -Impacts of a SERP to the credit union and executive from both an income and tax perspective -NCUA examiner guidance and tax law changes

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SERP 101

Find out more about SERPs and how they benefit credit unions and non-profits. In this webinar you will learn: -Differences between a 457(f) and Split Dollar -Impacts of a SERP to the credit union and executive from both an income and tax perspective -NCUA examiner guidance and tax law changes

Read More »

SERP 101

Find out more about SERPs and how they benefit credit unions and non-profits. In this webinar you will learn: -Differences between a 457(f) and Split Dollar -Impacts of a SERP to the credit union and executive from both an income and tax perspective -NCUA examiner guidance and tax law changes

Read More »

SERP 202

Get an in-depth look into 457(f) plans, learn more about the benefits and the possible risks. At the end of this webinar, you’ll understand: -Reasons to offer a 457(f) plan -Risks to the credit union and executive based on design and products utilized -Underperformance options

Read More »

SERP 101

Find out more about SERPs and how they benefit credit unions and non-profits. In this webinar you will learn: -Differences between a 457(f) and Split Dollar -Impacts of a SERP to the credit union and executive from both an income and tax perspective -NCUA examiner guidance and tax law changes

Read More »

SERP 201

Get an in-depth look into Split Dollar plans, learn more about the benefits and the possible risks. At the end of this webinar, you’ll understand: -Reasons to offer a Split Dollar plan -Risks to the credit union and executives based on design and products utilized -Mitigation strategies

Read More »

SERP 201

Get an in-depth look into Split Dollar plans, learn more about the benefits and the possible risks. At the end of this webinar, you’ll understand: -Reasons to offer a Split Dollar plan -Risks to the credit union and executives based on design and products utilized -Mitigation strategies

Read More »

Cracking The Code: Deciphering Transactions For Deeper Member Insights

Credit unions often face a significant challenge in making sense of transaction data, making it hard for teams to understand members’ spending stories. In this webinar, Arkatechture and Alkami will demonstrate how to cleanse and classify complex transaction codes, transforming cryptic codes into clear, human-readable insights. By automating this process, your credit union can quickly

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SERP (Supplemental Executive Retirement Plan) 101

Find out more about Supplemental Executive Retirement Plans (SERPs) and how they benefit credit unions and non-profits. In this webinar, you will learn: – Differences between a 457(f) and Split Dollar – Impacts of a SERP to the credit union and executive from both an income and tax perspective – NCUA examiner guidance and tax

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Leading Credit Union HR Virtual Roundtable

Human resources leaders across credit unions are navigating a period of continued change. Shifts in workforce expectations, talent availability, compensation pressures, and leadership development needs ...

Lending Strategies For Today’s Consumer & Real Estate Markets Virtual Roundtable

Consumer and real estate lending continues to shift as interest rates, member demand, and regulatory expectations evolve. For credit union executives, staying ahead requires not ...

Collections Virtual Roundtable

Collections leaders are navigating an environment where expectations are rising and conditions are changing. For credit union leaders, the focus is not only on minimizing ...

Inside Credit Union Foundations: What Directors Are Navigating Today Virtual Roundtable

Credit union foundations play a unique role at the intersection of mission, community impact, and organizational strategy. For foundation directors, the work often involves balancing ...

How Are Credit Unions Fighting Fraud Today? Virtual Roundtable

Fraud tactics continue to shift as digital channels expand, payment speeds accelerate, and bad actors become more sophisticated. For credit union leaders, the challenge is ...

Strengthening Local Economies Through Workforce Partnerships

A New Way To Strengthen Your Community And Local Economy.   Workforce development and financial wellbeing go hand in hand. Just about everywhere you look, ...

How Is AI Impacting MX? Virtual Roundtable

Artificial intelligence is quickly moving from concept to capability across the member experience. For credit union leaders, the question is no longer whether AI will ...

Marketing Virtual Roundtable

Today’s marketing leaders are shaping the full member journey, from first impression to long-term loyalty.   This virtual roundtable brings together credit union marketing leaders to ...

Setting Up Memberships for Minors: A Panel for Credit Unions

For many credit unions, opening memberships for minors becomes more complicated than it should be.   Documentation requirements, compliance questions, and inconsistent internal workflows can ...

2026 Peer Suite Workshop: September

Peer Suite Workshop Is Not Just About Learning — It’s About Doing. Event Date: September 22nd & 24th Time: 1-5 PM ET By the end of ...
AI in credit unions

All Eyes On AI

Artificial intelligence for credit unions has moved from a future concept to today’s full-fledged leadership and governance challenge.

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