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

Credit Union Performance Benchmarking Trends
By Callahan & Associates, Inc.Come watch Callahan’s industry analytic experts explore how aspirational peer groups are being used in practice — and how you can apply the same methodology to meet your organization’s needs.

A Roadmap To Credit Union Growth
By Callahan & Associates, Inc.Join Callahan and Gallup as we share exclusive research and insights on how emotional engagement and the perception of care drive member loyalty and participation.

The 5 Technologies Driving the Credit Union of the Future
By TrellanceJoin Trellance as they discuss the approaching technologies that will shape the future.

Evolving the Role of Supervisory Committees at Credit Unions
By RKLJoin us for an enlightening conversation about the evolving role of supervisory committees at credit unions with industry expert Barry Pelagatti from RKL.

Agent Credit Card Programs: Structure, Strategy, and Impact
By Elan Credit CardJoin Elan and TRK for a candid conversation about how the agent model can help your credit union grow without overextending resources.

Beyond Bill Pay: Using RFP and Real-Time Payments To Deepen Member Relationships
By AlacritiJoin us as we break down how RFP works today, what’s next for this capability on the RTP® network and FedNow® Service, and why credit unions should

How to Compete with Fintechs: A Dupaco Credit Union Success Story
By MANTLJoin Dupaco Credit Union and MANTL as they share how a modern, omnichannel approach to account opening has transformed Dupaco’s member experience and fueled business

Trendwatch 2Q25
By Callahan & Associates, Inc.Join Callahan & Associates for a look at 2Q25 credit union performance trends

Modernize Lending With Built-In Protection
By TruStageIn this Partner Perspective, Callahan & Associates and Corrin Maier, Vice President of Payment Protection at TruStage, discuss how credit unions can modernize lending with built-in protection.

Growing Your Loan Portfolio in an Uncertain Rate Environment
By Vericast / Harland ClarkeJoin us for an insightful webinar designed specifically for credit union leaders. Uncertainty around loan rates continues to create a dynamic lending environment but the competition for loan opportunities is beginning to heat up. The majority of consumers would prefer to take out a loan with their primary credit union, but the importance of low […]