On-Demand Webinars
Looking for inspiration on key topics facing credit unions? Browse our archive of on-demand industry webinars.
CU Strategies for a Broad Spectrum of Risk
This webinar features a panel discussion about economic volatility specific to increasing credit risk and the impacts that increasing credit risk will have on credit unions.
New Member Onboarding: Remove Friction And Create Member Delight
Member Loyalty Group shares insights gleaned from tracking member feedback and sentiment on the topic of onboarding.
Providing A Seamless Member Experience Through Digital Innovation
Kal Majmundar, SVP and CTO of Patelco Credit Union and Raj Bandaru, EVP, Member & Support Services, Gesa Credit Union, discuss how they approach digital innovation and what they believe is essential for sustainability and accelerated growth.
1Q21 Trendwatch
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
Best Practices For Business Intelligence Projects
The April Credit Union Power BI User Group — featuring Kelly Gage, senior business intelligence analyst at Red Canoe Credit Union — tackled how to avoid mistakes and make the most of business intelligence projects and reporting processes.
How to Protect Cardmembers Against Cybersecurity and Fraud Threats
Learn about today’s cybersecurity environment and how credit unions can keep cardmember’s data safe.
Logix Drives Analytics Through Data Integration
Nicole Lopez, BI Manager at Logix Federal Credit Union, walks us through the steps Logix has taken to deepen member relationships and understand delinquency risk through centralizing its data sources.
Cannabis Banking In 2021
Alan Hanson, attorney with Gleam Law and Pat Duncan, vice president of compliance, Community First Credit Union, discuss the trends and risks in credit unions providing loans to cannabis businesses.
Exclusive Credit Union Sneak Peek of National Public Television Series
Jon Jeffreys, CEO of Callahan & Associates, Kevin Johnson, CEO, of Suncoast Credit Union and Jamie Hammond discuss how your credit union can get involved with groundbreaking new National Public Television series “Opportunity Knock$”.
Helping Members Migrate To Digital
We’ll lay out the challenges credit unions face and provide actionable solutions for leveling up both your frontline and your member experience.
Leveraging AI For Financial Wellness With Manish Garg At EarnUp
In this Partner Perspective, Callahan & Associates and Manish Garg, senior vice president of technology at EarnUp, delve into the evolving role of generative AI in the financial industry. As AI technology continues to advance, it’s crucial for organizations to understand both the opportunities and challenges it presents. Garg shares valuable insights on how credit […]
Trendwatch 2Q24
During this webinar, Callahan & Associates breaks down credit union performance trends gathered from 2Q 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, shares, member relationships, and more. During Trendwatch, […]
Turning Data Into Loan Growth For Your Credit Union
Credit unions must leverage every tool at their disposal if they want to stay one step ahead of their competition—and one step ahead of rising member expectations. Having the ability to quickly sort and analyze your data allows you to identify high-quality opportunities to engage members when it matters most. During this insightful webinar we […]
Understanding Funds Transfer Pricing (FTP)
If Net Interest Margin is the heart of a financial institution’s Net Income, then Funds Transfer Pricing is the heart of managing and improving Net Interest Margin.
NCUA’s New NSF/OD Fee Reporting
As of 1Q24, the National Credit Union Association (NCUA) now requires credit unions over $1B in assets to report total income earned through NSF and Overdraft (OD) fees. This new mandate highlights regulator’s increasing focus on NSF/OD fee policy, and brings a wave of questions and concerns for credit union leaders charged with managing their […]
Harnessing Predictive Analytics For Superior Member Personalization
In this webinar, experts in data, product and marketing will demonstrate how predictive analytics can transform your member interactions and drive unparalleled satisfaction.
Never Having To Pay Employee Benefits Again
There are many misconceptions around NCUA’s 701.19 regulation and how it can be utilized to the benefit of a credit union. In the past, credit unions have used strategies like COLI/BOLI, Split-dollar plans, 457(f), and other investments mainly for executive benefits. However, the feedback Credit Union Benefit received for their credit union clients was that […]
A Guide to Empowering Employees & Increasing Operational Efficiency
Watch now to explore the essential role of Knowledge Management in enhancing operational efficiency and employee engagement.
1Q24 Trendwatch
Watch 1Q24 Trendwatch to learn about credit union performance trends gathered from 1Q 2024 data. During Trendwatch, you’ll learn: -Credit union strengths and opportunities revealed from quarter-end data. -Industry-wide benchmarks against which to measure your credit union’s performance. -How the economic environment figures to impact credit unions. Additionally, you’ll hear from special guests: -Alloya Corporate […]
All Things CDFI: Recertification, Grants and Greenhouse Gas Reduction Awards
Watch CU Strategic Planning’s experts discuss: Recertification – what needs to be done NOW to retain your certification and how CU Strategic Planning can help you with 2023 and 2024 data. The new certification standards – how to work with them to benefit your credit union, and how the new reg impacts current CDFI awards. Greenhouse […]