On-Demand Webinars
Looking for inspiration on key topics facing credit unions? Browse our archive of on-demand industry webinars.
Managing Excess Liquidity – Investment Trends & Insights For Credit Unions
Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, discuss the latest economic and market insights along with investment trends based on 4Q 2020 Performance Data for U.S. Credit Unions.
Take Mortgage Processing To The Next Level With Intelligent Automation
In this webinar, we will highlight how robotic process automation and intelligent document processing supercharge the mortgage origination process and provide immediate relief for limited staff.
2021 Innovation Series: Innovations in Member Experience
Member Experience is top of mind for most credit unions right now. Are you looking for programs and initiatives to empower and better serve your members? Are you just interested in seeing what’s hot in member experience technology right now?
2021 Innovation Series: Innovations In Lending
Lending is top of mind for most credit unions right now. Are you looking for solutions to help you grow loans and better serve members? Are you just interested in seeing what’s hot in lending technology right now?
2021 Innovation Series: Innovations In Mobile
The mobile landscape is constantly changing. Members expect solutions that meet their evolving needs — and they expect them right now. Are you looking for solutions to help you operate more efficiently and better serve members? Or maybe just interested in seeing what’s hot in mobile right now?
4Q20 Trendwatch
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
Winning With Member Experience: Are You Leaving Your Members Out In The Cold?
In this webinar, we will showcase three member engagement strategies that real credit unions have implemented to improve their member experience initiatives during the pandemic.
Mortgage Dashboards In The House
Learn about the conception, development, and deployment of PenFed’s mortgage dashboards and how the credit union has used them to serve members.
CDFI Opportunities
Join CU Strategic Planning’s Mike Beall, Chief Strategy and Advocacy Officer to understand the opportunities in 2021 and 2022 for credit unions to create unique links in their communities and receive CDFI Grant Funding for these initiatives to help low to moderate income consumers.
Build It Or Buy It: Data Warehouse Solutions
Credit union, CUSO, and vendor perspectives on the challenge of finding the best data warehouse solution for your credit union.
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 […]