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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Branching Virtual Roundtable

What’s On The Agenda? This roundtable is designed for credit union leaders responsible for branches and retail delivery. With attendance capped and conversations segmented by ...

CFO Virtual Roundtable

What’s on the Agenda? The event is attendee-driven so the agenda is 100% relevant to executives in the room. That’s why we can’t share an ...

A Roadmap To Credit Union Growth – The Power Of Emotional Engagement And The Perception of Care

Credit unions were founded to serve. But today, that promise is being tested.   Amid growing financial uncertainty and rising member expectations, service alone is ...

Member Experience Virtual Roundtable

What’s on the Agenda? This event is built for leaders focused on the member journey. With a small group format and department-specific conversations, you’ll walk ...

Collections 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 select ...

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 ...

Creating A Workplace Where Employees Can Thrive

Is Your Employee Wellbeing Strategy Built for Today’s Workforce?   With burnout at an all-time high, every two out of three employees in 2025 are ...

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, ...

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 ...

Non-Interest Income (NII) Virtual Roundtable

Collaborate, Compare, And Strategize Together. Credit unions continue to face pressure to reduce reliance on NSF and overdraft fees. So where can you turn for ...
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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