Events

CU Forward Virtual Conference

Explore AI, Cybersecurity, and Open Banking in this dynamic three-hour educational experience. Get ready to be inspired, informed and empowered to shape the future of your credit union.

Read More »

All Things CDFI in 2025

Join us as we discuss what’s coming up in 2025 for Community Development Financial Institution credit unions. If your credit union is currently a CDFI or hoping to become one, there have been plenty of changes to keep up with and more to come, along with some unprecedented opportunities. Join us as we discuss: Certification

Read More »

ACUMA Inside Track Webinar: Reaching New Member Segments With Data-Driven Lending Strategies

Credit unions have long been recognized for their unique ability to extend flexible mortgage options to borrowers who may not fit conventional guidelines, all while maintaining impressively low delinquency rates. As institutions, they’re in a prime position to help underserved borrowers experience the dream of homeownership, especially in 2025 and beyond. But are credit unions

Read More »

ACUMA Inside Track Webinar: Fast, Frictionless, & Fully Automated: The Path for Mortgage Digital Progression

The mortgage industry is evolving rapidly, and your members expect more— faster service, greater convenience, and complete transparency. Learn how to position your credit union at the forefront of this evolution with innovative tools and strategies that drive member loyalty and accelerate market share growth. Key Takeaways Understand how market saturation, digital transformation, and shifting

Read More »

ACUMA 2025 VIEWpoint Regional Summit

Our VIEWpoint Regional Summit is an in-person, participant-driven educational event offering both formal and informal networking opportunities for current and potential ACUMA credit union members. We welcome credit union mortgage lenders at all levels the chance to lead and engage in discussions crucial to their success. * Open to Credit Unions and CUSOs only.

Read More »

3Q24 Financial Faceoff: Credit Unions vs. Banks

A Trendwatch Deep Dive: In the current economic climate, understanding how credit unions measure up against banks is valuable for strategic planning, as it enhances the unique advantages of credit unions in the competitive financial landscape. Join us for this exclusive Trendwatch Deep Dive where we’ll explore key performance indicators for institutions between $100M-$10B, market

Read More »

Digital TriVerity Collection Call Success Training

The session will immediately improve your collection efficiencies and reduce delinquencies. Curriculum topics will focus on collection method essentials and compliance: – Critique and learn from live recorded calls – Use call assessment tools to ensure collection call quality – Develop effective verbal and written collection communication skills – Collecting within FDCPA guidelines – Best

Read More »

Digital TriVerity Bankruptcy Training

This course was developed to help creditors know their rights as a creditor in bankruptcy situations and to make sure their ability to collect what is owed is not limited. Key topics covered: – How to avoid actions that lead to a loss of the right to collect the balance due – The basics of

Read More »

Managing and Monitoring Profitability for Increased Value

What Is This Webinar About? Profitability systems deployed at financial institutions, whether publicly or privately owned, are designed with one primary goal: maximize the profitability of every customer to maximize the return to the owner(s) and shareholders. However, profitability systems deployed at Credit Unions focus on creating earnings to sustain the institution in support of

Read More »

How to Win 10,000+ New Family Accounts

Join us for an exclusive webinar showcasing how Affinity Plus is leveraging the power of Boucoup, the cutting-edge technology, to revolutionize family banking for credit unions. Discover how tailored financial products and seamless digital experiences simplify money management for parents and teens while engaging key demographics like Gen X, Millennials, Gen Z, and Gen Alpha

Read More »

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: ...

Cracking The Code: Deciphering Transactions For Deeper Member Insights

Credit unions often face a significant challenge in making sense of transaction data, making it hard for teams to understand members’ spending stories. In this ...

SERP (Supplemental Executive Retirement Plan) 101

Find out more about Supplemental Executive Retirement Plans (SERPs) and how they benefit credit unions and non-profits. In this webinar, you will learn: – Differences ...

CECL Common Challenges

Even years after implementation, CECL continues to challenge finance teams, auditors, and regulators alike. From incomplete data, volatile forecasts, to black-box models and governance headaches, ...

Building Member Personas That Drive Growth

Create Growth With Evidence, Not Assumptions   The credit unions that stand out and succeed aren’t the ones trying to be everything to everyone, they’re ...

Stopping Elder Fraud Before It Hurts Your Members

Help Elderly Members Keep More Of Their Hard-Earned Savings   Elder financial exploitation has always been a concern and is only growing due to new ...

Strategic Opportunities & Critical Governance Challenges

Boards and CEOs are constantly faced with the challenge of adapting to an ever-changing competitive landscape. This webinar will outline how boards and CEOs can ...

Panel: How Credit Unions Can Build Alignment And Accountability With The EOS Framework

Build Greater Alignment And Accountability In Your Credit Union   Creating a culture of transparency and accountability doesn’t happen by accident. It takes the right ...

Vizo Financial’s 2025 Payments Conference

Join us for Vizo Financial’s 2025 virtual Payments Conference, an immersive online event on November 5-6 that will unite credit union professionals and payment industry ...

Credit Union Performance Benchmarking Trends

Credit Union Performance Benchmarking Trends   For many credit union executives and finance leaders, reporting on financial performance and benchmarking against peers is common practice. ...
Jim Morrell, Peninsula Community FCU

Jim Morrell On Leadership

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.

Read More »
Scroll to Top