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


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


Innovation Series: Member Experience
Learn from 2025’s top innovators in member experience


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

Trendwatch 4Q24
Credit unions are adjusting to changing member needs, competitive pressures, and economic fluctuations.

All Things CDFI In 2025
Stay up-to-date with the latest changes, opportunities, and compliance requirements for CDFIs, including certification, grants, and legislative updates for 2025 and beyond.

Managing and Monitoring Profitability for Increased Value
What Is This Webinar About? Profitability systems deployed at financial institutions, whether publicly or privately owned, are designed with one primary goal: maximize the profitability of every customer to maximize the return to the owner(s) and shareholders. However, profitability systems deployed at Credit Unions focus on creating earnings to sustain the institution in support of

Trendwatch Deep Dive 3Q24: Credit Unions vs. Banks
A Trendwatch Deep Dive In the current economic climate, understanding how credit unions measure up against banks is valuable for strategic planning, as it enhances the unique advantages of credit unions in the competitive financial landscape. Join us for this exclusive Trendwatch Deep Dive where we’ll explore key performance indicators for institutions between $100M-$10B,


Peer Suite Innovation Tour
Designed to help you uncover deeper insights, enhance performance analysis, and make smarter strategic decisions, this session will ensure you’re equipped to maximize Peer Suite’s potential in 2025. From building more effective peer groups to visualizing strategic goals with Projections, here’s your yearly recap of what’s new in Peer Suite. Learn More About Peer Suite’s

How to Win 10,000+ New Family Accounts
Discover how tailored financial products and seamless digital experiences simplify money management for parents and teens while engaging key demographics like Gen X, Millennials, Gen Z, and Gen Alpha to ensure sustainable growth. Webinar attendees will learn: Simplifying Financial Management for Families: Parents and teens need a suite of financial products and a seamless digital experience
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.

