Events

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, fresh training materials, and southern charm. Be among the first to experience never-before-seen videos of Rex Johnson, and learn how to carry on his legacy by helping your team better

Read More »

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 the year will take place on September 10-12, 2025, at the iconic Omni Grove Park Inn in Asheville, N.C. Get ready to soar as we dive into today’s most pressing

Read More »

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 industry expert Ed Swanson, this session delivers cutting-edge lending strategies, all-new training materials, and practical tools to elevate your team’s performance. Explore the charm of Syracuse’s revitalized downtown while gaining

Read More »

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 themselves to embrace the technologies of tomorrow will find themselves ahead of the curve and better able to meet and exceed member needs and expectations. These fast-approaching technologies include Web

Read More »

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

Read More »

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

Read More »

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,

Read More »

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

Read More »

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

Read More »

No More Paper Losses: A Modern Investment Approach for Credit Unions

Rising interest rates have flipped the traditional credit union investment playbook upside down – transforming the “safe” side of portfolios into a source of embedded ...

Peer Suite Office Hours For Credit Unions: December

Join our Peer Suite Office Hours for personalized, real-time support from Callahan’s training expert.   Whether you’re new to Peer Suite, refining your analysis, or ...

Getting Started In Peer Express: December

Are You New to Peer Suite’s Express Level Or Seeking A Quick Refresher?   This webinar is tailored for credit union leaders who want to set up ...

Getting Started In Peer Express: June

Are You New to Peer Suite’s Express Level Or Seeking A Quick Refresher?   This webinar is tailored for credit union leaders who want to set up ...

Getting Started In Peer Express: September

Are You New to Peer Suite’s Express Level Or Seeking A Quick Refresher?   This webinar is tailored for credit union leaders who want to set up ...

Getting Started In Peer Express: March

Are You New to Peer Suite’s Express Level Or Seeking A Quick Refresher?   This webinar is tailored for credit union leaders who want to set up ...

Peer Suite Office Hours For Credit Unions: December

Join our Peer Suite Office Hours for personalized, real-time support from Callahan’s training expert.   Whether you’re new to Peer Suite, refining your analysis, or ...

Peer Suite Office Hours For Credit Unions: November

Join our Peer Suite Office Hours for personalized, real-time support from Callahan’s training expert.   Whether you’re new to Peer Suite, refining your analysis, or ...

Peer Suite Office Hours For Credit Unions: October

Join our Peer Suite Office Hours for personalized, real-time support from Callahan’s training expert.   Whether you’re new to Peer Suite, refining your analysis, or ...

Peer Suite Office Hours For Credit Unions: August

Join our Peer Suite Office Hours for personalized, real-time support from Callahan’s training expert.   Whether you’re new to Peer Suite, refining your analysis, or ...
Map of the United States showing the number of CDFI‑designated credit unions in each state.

CDFIs By The Numbers

CDFI credit unions might be fewer in number, but their impact reaches millions of members, and their footprint highlights how targeted mission can translate into broad, measurable reach.

Read More »
Scroll to Top