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
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
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
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
The housing landscape is evolving in response to various challenges, including natural disasters, policy changes, and economic pressures. Join us for an insightful webinar tailored for credit union mortgage lenders, where we’ll explore the critical topics shaping the future of housing and mortgage lending. Key discussion points will include: • Disaster Recovery: Strategies for credit
CU NextGen Engage is a unique platform designed to foster collaboration, share insights, and pave the way for the future of credit unions. Over the course of three days, participants will have the opportunity to engage with industry experts, learn from seasoned credit union leaders, and gain valuable insights into leading innovation with CU NextGen
CU NextGen Engage is a unique (and free!) event designed to foster collaboration, share insights, and pave the way for the future of credit unions. Participants will have the opportunity to engage with industry experts, learn from seasoned credit union leaders, and gain valuable insights into leading innovation with CU NextGen solutions.
Join us for the TriVerity Collection Academy, where industry professionals come together to share innovative approaches and best practices in collections. This year’s theme, “A Unified Vision for Collections,” emphasizes the importance of collaboration, adaptability and strategic thinking in an ever-evolving industry. Whether you’re looking to improve operational efficiencies, stay ahead of regulatory changes, or
The Visionary 2025 Conference is CU*SOUTH’s marquee annual event, set to take place May 19–21, 2025, at the Rosen Shingle Creek Resort in Orlando, Florida. This premier gathering brings together credit union professionals to explore the latest industry trends, technologies, and strategies. Attendees will connect with industry experts, thought leaders, and peers to share insights
In a mortgage data landscape filled with complex solutions and significant investments, there’s a practical alternative. Join us for a live demonstration of how credit unions can effectively leverage loan-level intelligence and real-time market data without excessive costs or complexity. We’ll show you practical applications of our interactive dashboards – MBS Pivot, FHA Pivot, HMDAVision,
Longer onboarding, focus groups, and peer leadership help Community First retain strong employees year after year.
Kelli Wisner-Frank serves as the linchpin between finance and innovation at Community Choice Credit Union, aligning automation, smarter processes, and cost discipline to turn front-line fixes into bottom-line wins.
Delivering human-centered service in a digital world is no longer a luxury for credit union contact centers — it’s a necessity.
The CEO of Adventure Credit Union shares tips to maintain credibility amid rapid executive turnover and organizational change.
A cross-functional team comprising nearly 20% of staff helped the Maryland-based credit union manage the crisis while staying focused on helping members.
When money stops making sense, people suffer a crisis of financial confidence. Now’s the time to reconnect with members to help them establish long-term stability.
From the teller line to the corner office, CEO Cheryl Sio’s story spans five decades of industry transformation and enduring leadership lessons.
Structured protection strategies provide potentially higher long-term total returns than bonds while muting the volatility and downside risk traditionally associated with equities.
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.
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.