Events

ACUMA Inside Track Webinar – Closing the Gap: How Credit Unions Can Build an Integrated Tech Stack to Compete with Fintech-Powered Lenders

In today’s mortgage landscape (as the saying goes) good luck favors the prepared. Fintech-powered lenders are increasingly redefining borrower expectations with lightning-fast approvals, intuitive digital experiences, and data-driven decision-making. To think otherwise is to put your credit union and the members it serves behind the proverbial 8-ball with little chance of success. Credit unions that

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AI beyond the bot: How to introduce AI across your agent and member experiences

Since generative AI burst onto the scene in 2022, AI chatbots or virtual agents have dominated the headlines—becoming a top investment priority for businesses across the customer experience landscape. While AI chatbots represent one key element of a modern member experience strategy, they’re just the beginning when it comes to creating a truly differentiated end-to-end

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University of Lending

Designed specifically for Loan Managers, Member Service Representatives, Loan Officers, and Credit Union Management, we understand that achieving exceptional loan yields, Return on Assets (ROAs), and outstanding member service is the core of your success. The University of Lending is the industry leading training solution that will transform your team’s performance and elevate your credit

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OpenFinity Expo – CFPB 1033 Open Finance

On November 19-20, OpenFinity will organize the gathering of leading industry experts focusing on the 1033/Open Finance in the US and Canada. They will share their knowledge, experience, and perspectives with the financial community about what lies ahead, and how they can help with adoption and compliance.​ IntelliTrade CRO Bryan Hahn will be hosting a

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ACUMA Inside Track Webinar – Becoming a Fannie Mae Lender

Fannie Mae, first developed in 1938 to help ensure a reliable and affordable supply of mortgage funds throughout the country, is one of the foremost supporters of the home lending industry and supporter of organizations that seek to put consumers – including credit union members – in their own homes. The new year will bring

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Purpose Symposium

Please join us for a 2-day event in Austin, TX centered around all things purpose. We will explore key learnings from Sustainable Business Strategy (Callahan’s Leading with Purpose program) and bring forth insights from industry leaders committed to the purpose journey with interactive exchanges including breakouts, panel presentations and networking opportunities. Dates: February 6-7, 2025

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Trendwatch 3Q24

Join Callahan for Trendwatch on Tuesday, November 12th at 2:00 PM ET to learn about credit union performance trends gathered from 3Q 2024 data. You’ll find out where cooperatives are experiencing success and where additional opportunities lie. During Trendwatch, you’ll also get current insights into vital financial and operational metrics related to growth, penetration, lending,

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The Power of the Consumer in Today’s Environment

Today’s environment is challenging — but consumers might be doing better than you think. Join the experts from LendingClub Bank to learn about The Power of the Consumer in Today’s Environment. As a nationally chartered bank, LendingClub Bank is the partner of choice for banks and credit unions to access short duration, high yielding consumer

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ACUMA Inside Track Webinar – Maximize Your Profitability to Enhance Member Satisfaction: Get the Most Out of Every Step – From Rate Sheet Creation to Servicing

Mortgage loans, like the homes they finance, are built brick-by-brick and step-by-step to provide the best possible results at the lowest cost. Professional builders understand this equation well, but some credit unions still don’t give enough thought to building out their loan pipeline in ways that will improve and enhance the process. That lack of

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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 ...

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 ...
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