On-Demand Webinars
Looking for inspiration on key topics facing credit unions? Browse our archive of on-demand industry webinars.
Driving Market Differentiation Through Member Engagement
Join Gallup Managing Partner, Anson Vuong, as he shares key takeaways from Gallup’s Financial Services Study and provides details on how credit unions can differentiate in today’s environment by focusing on the person behind the member.
Empower Your MSRs To Make Every Conversation Count
Join Lori Bocklund of Strategic Contact and DJ Haskins from SilverCloud to hear what survey data of 100+ CU contact center leaders reveals about the changing contact center, and how your center can better respond to today’s member needs.
2Q 2020 Trendwatch
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
Mortgage Market Trends & How To Conduct Analysis With HMDA Data
Join Callahan & Associates for a webinar on U.S. mortgage market trends and how to use the Home Mortgage Disclosure Act (HMDA) data in both Peer-to-Peer and MortgageAnalyzer for your credit union’s mortgage lending planning and analysis.
How To Win WIth Enterprise Analytics
The Credit Union Analytics Community & Tableau User Group welcome Eduardo Santos as he talks about United Federal Credit Union’s analytics journey.
4 Credit Unions Share Insights On Member Experience
Join Glia and special guest panelists from 4 credit unions that span the US—and the physical/online spectrum— for a lively discussion on the unifying topic of Member Service.
Ask Me Anything: Suncoast’s Data Analytics Team
In this interactive session, Suncoast Credit Union’s ($11B, FL) Data Analytics team, lead by Nolan Walker, joins us to talk about the different roles, responsibilities, and challenges that face their squad. Register for this session and log on to hear about how their team tackles data science, data management, and more.
Navigating Unprecedented Economic Data: The Latest Investment Insights For Credit Unions
Join Jason Haley, managing director of ALM First’s Investment Management Group and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for a discussion about the latest economic and market insights along with investment trends based on 1Q 2020 Performance Data for all U.S. Credit Unions.
3 Opportunities The Coronavirus Crisis Uncovers For Improving Credit Union Operations
As financial institutions have had to pivot in response to the Coronavirus outbreak, credit unions are faced with unprecedented situations, challenging many of their usual operations.
1Q 2020 Trendwatch
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
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 […]