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


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.

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

The Power of the Consumer in Today’s Environment
By LendingClubCome learn from Ari Schlusselberg and Rich Kao, two experts in banking and credit, as they explore how credit unions can add yield without taking on too much risk.

Strategic Priorities, Trends, And More With Jack Henry
By Jack HenryDiscover strategic insights from Jack Henry on top priorities for credit unions, including efficiency, competition, fintech, lending, fraud threats, and tech investments—plus how Jack Henry partners to address these trends.

Tips For Mobile Banking App Success With Elan
By Elan Credit CardCallahan & Associates and Elan Credit Card explore how mobile banking is reshaping the credit union experience.

Futureproof Your Credit Union: Transform Your Membership
By ASAPP Financial TechnologyJoin JR Pierman as he demonstrates how ASAPP Financial Technology can create seamless, personalized experiences across all touchpoints through advanced omnichannel solutions.

Trendwatch 1Q25
By Callahan & Associates, Inc.Join Callahan as we review 1Q25 trends in the credit union industry.

Activating Growth: How Seamless Digital Account Opening Unlocks Younger Demographics, Member Engagement, and Operational Efficiency
By MANTLCommunity Financial Credit Union, a $1.5B institution with over 83,000 members across Michigan, is on a mission to uplift its community, reach younger demographics, and deepen member relationships. By modernizing its digital account opening experience with MANTL, Community Financial doubled its approval rate, eliminated fraud in the onboarding process, and created a frictionless member […]

Future Proofing Your Credit Union With ASAPP Financial Technology
By ASAPP Financial TechnologyIn this Partner Perspective, Callahan & Associates and JR Pierman, president and CEO of ASAPP Financial Technology, explore how credit unions can future-proof their operations through digital transformation. From navigating resource constraints and rising fintech competition to delivering hyperconnected member journeys, Pierman shares how integrated platforms and thoughtful change management can position cooperatives for long-term […]

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