On-Demand Webinars

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

Date
TrendWatch

1Q23 Trendwatch

Watch the recording of Trendwatch to learn about credit union performance trends gathered from 1Q 2023 data.

Industry Webinars

Want more digital adoption? Start with your staff

Watch this webinar led by Engageware’s Nina Vellayan and Brad Wittman to learn how credit union staff are the key to building awareness and adoption of digital tools.

Industry Webinars

2023 Credit Card Market Overview

This session, presented by TRK Advisors and Elan Credit Card, will explore how credit unions are competing against dominant credit card issuers and what to expect in 2023.

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

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 […]

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 […]

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