Events

Purpose Symposium 2026

Hosted at University Federal Credit Union in Austin, TX, this immersive three-day event brings credit union leaders together to explore the personal and strategic power of purpose. Through storytelling, reflection, peer collaboration, and actionable planning, you’ll walk away with new insights — and a clear roadmap — for aligning purpose with impact. Learn more and

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Agent Credit Card Programs: Structure, Strategy, and Impact

With growing operational demands, rising cardmember expectations, economic pressures, and evolving regulations, more credit unions are rethinking how they manage their credit card portfolios. Agent credit card programs are gaining traction as a smart, sustainable solution. In this session, you’ll learn: The key differences between agent programs and traditional in-house credit card issuing — and

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Trendwatch 2Q25

What’s Moving the Credit Union Industry This Quarter? Find Out Live Join Callahan & Associates for a live look at 2Q25 credit union performance trends, exploring where the credit union movement stands and where additional opportunities lie.   Why Attend? You’ll gain deeper insights into key financial and operational metrics — including growth, lending, shares,

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How to Compete with Fintechs: A Dupaco Credit Union Success Story – Increasing the volume of new member accounts opened online by 300%

Digital banks and fintechs continue to dominate the new account opening landscape. In the previous year, only 5% of new accounts were opened at a credit union. To succeed in this increasingly competitive environment, credit unions must offer a seamless, digital-first account opening experience—whether in-branch, online, or out in the field. Dupaco Credit Union, a

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Beyond Bill Pay: Using RFP and Real-Time Payments To Deepen Member Relationships

Request for Payment (RFP) is emerging as a game changer for digital bill pay, sitting at the intersection of real-time payments and modern electronic bill presentment and payment (EBPP). As financial institutions expand their real-time payments strategies, RFP offers a powerful way to deliver faster, more convenient ways for members to pay—and for credit unions

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Growing Your Loan Portfolio in an Uncertain Rate Environment

Join us for an insightful webinar designed specifically for credit union leaders. Uncertainty around loan rates continues to create a dynamic lending environment but the competition for loan opportunities is beginning to heat up. The majority of consumers would prefer to take out a loan with their primary credit union, but the importance of low

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The Power of the Consumer in Today’s Environment

Credit unions are facing pressure. Loan growth is slower. Member growth is lagging. Margins are thin, and funding is expensive.   Come learn from Ari Schlusselberg and Rich Kao, two experts in banking and credit, as they explore how credit unions can add yield without taking on too much risk. This webinar looks at unsecured personal

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Futureproof Your Credit Union: Transform Your Membership

In today’s financial landscape, consumers expect seamless, personalized experiences across all touchpoints, whether online, in-branch, or on-the-go. ASAPP Financial Technology is dedicated to meeting these expectations through advanced omnichannel solutions tailored for credit unions. JR Pierman from ASAPP Financial Technology will share his experience and insights on how you can lead your organization by futureproofing

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University of Lending

Join us this September in vibrant Charlotte, North Carolina for the University of Lending! Led by Lorrie Wohlfeil, this year’s University brings together big ideas, ...

2025 Financial Conference

Breathtaking views. Powerful insights. Credit union connection. The height of financial education awaits you at Vizo Financial’s 2025 Financial Conference! Our premier financial event of ...

University of Lending

Discover the Power of Lending – Downtown Syracuse Awaits! Join us this Ocober in downtown Syracuse, New York for the University of Lending! Led by ...

The 5 Technologies Driving the Credit Union of the Future

Technology has been evolving at a breakneck pace, and we shouldn’t expect it to stop or slow down anytime soon.   Credit unions who prepare ...

Breaking Down Barriers To Financial Access

Build Trust And Financial Pathways That Last   Predatory lending and high-fee prepaid cards aren’t just common in some communities; they’re often the only option ...

Call Center Virtual Roundtable

What’s on the Agenda? This roundtable is built specifically for credit union leaders overseeing contact centers and member support teams. With a capped guest list ...

Tech Virtual Roundtable

What’s on the Agenda? This roundtable brings together credit union technology leaders to tackle what’s next in innovation, infrastructure, and strategy. With a small, focused ...

Attracting Young Members Virtual Roundtable

What’s On The Agenda? This roundtable is designed for credit union marketing leaders focused on growth, brand, and the evolving needs of the next generation. ...

Purpose Symposium 2026

Hosted at University Federal Credit Union in Austin, TX, this immersive three-day event brings credit union leaders together to explore the personal and strategic power ...

Purpose Symposium 2026

Hosted at University Federal Credit Union in Austin, TX, this immersive three-day event brings credit union leaders together to explore the personal and strategic power ...
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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