Events

Trendwatch 1Q25

What’s Moving the Credit Union Industry This Quarter? Find Out Live Join Callahan & Associates for a live look at 1Q25 credit union performance trends, exploring where the credit union movement stands and where additional opportunities lie. Why Attend? In just 60 minutes, you’ll gain deeper insights into key financial and operational metrics — including

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Activating Growth: How Seamless Digital Account Opening Unlocks Younger Demographics, Member Engagement, and Operational Efficiency

Community Financial Credit Union, a $1.5B institution with over 83,000 members across Michigan, is on a mission to uplift its community, reach younger demographics, and deepen member relationships. By modernizing its digital account opening experience with MANTL, Community Financial doubled its approval rate, eliminated fraud in the onboarding process, and created a frictionless member experience

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2025 Credit Card Market Overview

Join this session for a data-driven credit card market overview to learn about market trends important to all credit card issuers, including specific considerations for the credit union community. This will be followed by a survey of competitive considerations and management success factors for keeping a successful card program moving forward. Presented by TRK Advisors and Elan Credit

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Risk Management Conference

In a world where risks evolve as quickly as solutions, credit unions face a relentless challenge: staying ahead of the revolving threats that target their operations, members and reputations. Vizo Financial’s 2025 Risk Management Conference, from April 14-16, will take you to the forefront of the battle against these threats – from cybersecurity to fraud,

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2025 ACUMA FOCALpoint Workshop

Our immersive, two-day, subject-intensive workshops offer you an in-depth exploration of critical issues in the credit union mortgage lending industry. Each workshop is designed in a more intimate setting so participants can engage deeply with expert speakers on hot topics. Each workshop offers a great lineup of topics and speakers with varying geographic locations to

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ACUMA FOCALpoint Workshop

These two-day subject-intensive events enable select groups of participants to take deep dives into critical issues affecting the credit union mortgage lending industry. Topics and speakers are the same for both workshops, with varying geographic locations chosen to make attending easier and more economical for lenders from different parts of the country.

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Financial Strategies Workshop

Gear up…Vizo Financial’s Financial Strategies Workshops are back! These events are the meeting place of finance and strategy, where you can gain the education needed to fine-tune your credit union’s money management methods and goals. With sessions on the “big four” for credit unions – the economy, ALM, investments and liquidity – each one-day workshop

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Financial Strategies Workshop

Gear up…Vizo Financial’s Financial Strategies Workshops are back! These events are the meeting place of finance and strategy, where you can gain the education needed to fine-tune your credit union’s money management methods and goals. With sessions on the “big four” for credit unions – the economy, ALM, investments and liquidity – each one-day workshop

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GRC thought leadership webinar with Protecht – Risk in Motion: Seeing risk before the incident.

Transform how you manage enterprise risks with continuous data visibility that enables smarter, proactive decisions. Register for this webinar: https://www.protechtgroup.com/en-us/webinars/risk-in-motion-bringing-risk-visibility-to-life?utm_source=callahan Risk is never static, so why does your enterprise risk management program still rely on point-in-time assessments and manual reporting? It’s time to move beyond static risk management and see risk before it becomes a

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Competing Against Consumer Lending Fintechs with Strategic Tech Partnerships

Join ASAPP Financial Technology as they share: How multicultural trends are impacting credit unions as they deliver member experiences What a multilingual digital lending and ...

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 ...

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 ...

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: ...

ALM First’s 2026 Financial Forum

ALM First’s 2026 Financial Forum – September 20-23, 2026 in Austin, TX at the Four Seasons Austin. This exclusive three-day conference, which sold-out in record-time in 2025, was ...

ALM First’s 2026 Financial Institute

ALM First’s 2026 Financial Institute – March 22-25, 2026 at The Ritz-Carlton Dallas, Las Colinas. This must-attend, three-day event was designed to equip financial professionals with the tools, ...

Trendwatch 3Q25

What’s Moving the Credit Union Industry This Quarter? Find Out Live   Join Callahan & Associates for a live look at 3Q25 credit union performance ...

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: ...

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 ...

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 ...
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