Events

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

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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.

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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

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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

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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

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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

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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

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Loan Decisioning Boot Camp

Target Audience Designed for lenders and decision makers, consumer underwriters or anyone in need of a refresher on their lending skill set. Seasoned instructor Bob Schroeder will introduce the latest lending tools, score code training, analytical skills, and review some of the toughest loan applications. This fast-paced e-course builds on foundational knowledge, and helps hone

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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 ...

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 ...

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 ...

Breaking Down Barriers To Financial Access

Build Trust And Financial Pathways That Last   Predatory lending and high-fee prepaid cards aren’t just common in some communities; they’re often the only option ...

Call Center Virtual Roundtable

What’s on the Agenda? This roundtable is built specifically for credit union leaders overseeing contact centers and member support teams. With a capped guest list ...

Tech Virtual Roundtable

What’s on the Agenda? This roundtable brings together credit union technology leaders to tackle what’s next in innovation, infrastructure, and strategy. With a small, focused ...

Attracting Young Members Virtual Roundtable

What’s On The Agenda? This roundtable is designed for credit union marketing leaders focused on growth, brand, and the evolving needs of the next generation. ...

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 ...

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 ...

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 ...
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