On-Demand Webinars
Looking for inspiration on key topics facing credit unions? Browse our archive of on-demand industry webinars.

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.

Impact Initiative Kick-Off
During this special kick-off webinar Callahan’s Jay Johnson, Chief Collaboration Officer, and Jon Jeffreys, President & CEO, will share what key trends and themes they are hearing regarding impact and how your credit union can get involved with this exciting new initiative in 2021.

Future Proofing: How to Attract Next Generation Members in the Digital Age
Tune in for an insightful panel discussion among leaders from financial technology company Splash Financial, First Tech Federal Credit Union and CMFG Ventures/CUNA Mutual Group to learn how credit unions are remaining competitive while growing digitally.

2021 Economic Outlook: Investment Trends & Insights For Credit Unions
Join Callahan & Associates and Jason Haley, chief investment officer, ALM First, 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 3Q 2020 Performance Data for all U.S. Credit Unions.

The Digital Member Experience: What To Expect In 2021
The pandemic and the resulting economic conditions has accelerated the pace of credit union digital transformation. However, what can be expected in 2021 when it comes to member engagement and expectations?

3Q 2020 Trendwatch
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.

Managing Credit Cards During Uncertain Times
Join Elan to hear how we’ve helped our credit union partners during these uncertain times.


Optimizing Member Call Center Experience In The Wake Of COVID-19
Join Neustar and fellow industry thought leaders for a discussion on how contact centers are relying on next-generation technologies to keep member experiences top-of-mind in a challenging environment.

Creating An Innovative Mindset In A Disruptive World
Join Erin Coleman, senior director, advisory services at Filene Research Institute, and Jay Johnson, chief collaboration officer at Callahan & Associates, for a webinar on how credit unions can be focused on innovation, when surrounded by disruptions.
Beyond the Annual Budget: Building a Performance Planning Rhythm in Credit Unions
By Empyrean SolutionsJoin Empyrean as they reframe planning as a performance system for credit unions
2026 Innovation Series: Data & Decision Intelligence
By Callahan & Associates, Inc.Come and find the newest data and decisions innovations in the credit union space
2026 Innovation Series: Reimagining the Lending Experience
By Callahan & Associates, Inc.Come and find the newest lending innovations in the credit union space
Trendwatch 4Q25
By Callahan & Associates, Inc.Join Callahan & Associates for a data driven look at 4Q25 credit union industry performance, grounded in the latest call report insights.
Operationalizing Financial Wellbeing For Long-Term Growth
By Callahan & Associates, Inc.Join a fireside chat as we walk through Patelco’s financial wellbeing strategy and the day to day tactics shaped by ongoing member and consumer behavior feedback.
Setting Up Memberships for Minors: A Panel for Credit Unions
By BankingONHear from Boucoup and WECU as they discuss what worked and what didn’t for family banking in the credit union space.
No More Paper Losses –A Modern Investment Approach for Credit Unions
By Elite Capital Management GroupJoin Elite Capital Management Group for a strategic session on how Structured Protection can deliver equity participation with defined downside protection.
Introduction to CDFIs: Why Credit Unions Are (and Always Have Been) Community Development Financial Institutions
By CU Strategic PlanningCredit unions have always been engines of community development, long before the CDFI Fund existed.
All Things CDFI: Wrapping 2025, Ready for 2026
By CU Strategic PlanningMike Beall, John McKechnie. and Christine Duncan wrap up an eventful year for the CDFI Fund and cover what credit unions need to know heading into 2026.
Engagement That Drives Growth In 2026
By Franklin MadisonJoin Franklin Madison as they cover how you can identify and serve members with different financial needs at different life stages, and how to align product offerings with those needs in real time.