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


Core Processing, Innovation, and Collaboration in the Credit Union Industry with Geoff Johnson at CU*Answers
In this Partner Perspective, Callahan & Associates and Geoff Johnson, CEO of CU*Answers, explore how the credit union landscape has evolved over the past decade, especially in digital transformation. Reflecting on the past offers a chance to look ahead, and Johnson shares insights into the technological challenges cooperatives may face in the next five to


Maximizing Growth and Member Engagement With Instant Payments
With over 200 credit unions now on the RTP® network, credit unions are figuring out how to integrate these solutions to enhance their member relationships and improve their offerings. So, how can instant payments drive growth, deepen relationships with members and small businesses, and generate new revenue streams? This Callahan-hosted panel discussion features Keith Gray,

Industry Performance Indicators for Credit Unions Under $500 million
When comparing your institution’s performance to industry averages, credit unions executives may struggle to find meaningful insights that reflect their unique challenges and opportunities. Credit unions under $500M in assets make up 84% of the industry, according to the latest NCUA data. However, their impact is often underrepresented in overall industry statistics where averages are


Ensuring Member Satisfaction: Generation Proof Your Credit Union
Do you know what the members of tomorrow want from their banking experience? The financial landscape is experiencing a seismic generational shift in wealth transfer and technology preferences. How can credit unions enhance member satisfaction while navigating the challenges of technological advancements and evolving consumer expectations? Join Engageware to discover the latest insights from 300


Boost Member Participation In Elections With CUES
In this Partner Perspective, Callahan & Associates speaks with Sharon Messmore, product and services manager at CUES, and Tony Hoff, marketing director at Survey Ballot Systems, about credit union elections and the cruciality of strong voter participation. Messmore and Hoff share their insights on factors that can contribute to lower participation and strategies to get


How Modernizing In-Branch Account Opening Deepens Member Relationships and Increases Satisfaction
In this fireside-chat-style webinar, Brad Bergmooser, President and CEO of Financial Plus Credit Union, and Nathaniel Harley, co-founder and CEO of MANTL, discuss Financial Plus Credit Union’s remarkable branch modernization story and the role technology plays in creating a superior member experience. This session covers how to digitize the in-branch account opening experience, overcome change

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
Join us for an insightful discussion on the latest trends shaping credit unions in 2Q24. Hosted by Jay Johnson, Chief Collaboration Officer, and Alex Gekas, Vice President of Marketing, at Callahan & Associates, this webinar offers a deep dive into vital financial and operational metrics, industry benchmarks, and strategies for success in today’s challenging economic

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.

2025 Credit Card Market Overview
By Elan Credit CardJoin TRK Advisors and Elan Credit Card as they explore how credit unions are performing against dominant credit card issuers and what to expect in 2025.

Innovation Series: Member Engagement
By Callahan & Associates, Inc.Learn from 2025’s top innovators in member engagement

Sustainable Business Strategy Information Session
By Callahan & Associates, Inc.SBS Virtual On-demand Meeting

Innovation Series: Analytics
By Callahan & Associates, Inc.Learn from 2025’s top innovators in analytics

Break it Down: Effective Scenario Analysis in a Dynamic Interest Rate Environment
By Empyrean SolutionsThis presentation looked at the role of scenario analysis in Asset Liability Management (ALM) for credit unions.

Innovation Series: Digital / Member Growth
By Callahan & Associates, Inc.Learn from 2025’s top innovators in digital growth

How to Harness AI to Drive Efficiency and Member Satisfaction
By FileInviteIn this webinar, you’ll learn how to use these tools to eliminate inefficiencies and accelerate key processes, while strengthening member relationships.

Innovation Series: Lending
By Callahan & Associates, Inc.Check out 2025’s top innovators in lending

Innovation Series: Member Experience
By Callahan & Associates, Inc.Learn from 2025’s top innovators in member experience

Innovation Series: Financial Wellness
By Callahan & Associates, Inc.Learn from 2025’s top innovators in financial wellness, including Changed, Starlight, Silvur and Debbie.