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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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 ...

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 ...
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