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

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


AI Beyond The Bot: How To Introduce AI Across Your Agent And Member Experiences
Since generative AI burst onto the scene in 2022, AI chatbots or virtual agents have dominated the headlines—becoming a top investment priority for businesses across the customer experience landscape. While AI chatbots represent one key element of a modern member experience strategy, they’re just the beginning when it comes to creating a truly differentiated end-to-end


The Power of the Consumer in Today’s Environment
Today’s environment is challenging — but consumers might be doing better than you think. Join the experts from LendingClub Bank to learn about The Power of the Consumer in Today’s Environment. As a nationally chartered bank, LendingClub Bank is the partner of choice for banks and credit unions to access short duration, high yielding consumer

Trendwatch 3Q24
Join us for an insightful discussion on the latest trends shaping credit unions in 3Q24. Hosted by Callahan & Associates, this webinar provides expert analysis and actionable insights into how cooperatives are thriving and uncovering new opportunities. What You’ll Learn from 3Q24 Trendwatch Credit Union Strengths & Opportunities: Discover data-driven insights from quarter-end results to


Level Up Your Payments Technology
Today’s payment landscape is booming and members are technologically savvy in a way that no generation has been before. As quickly as technology advances, so do the expectations of members for an instantaneous, protected, and intuitive experience from start to finish. Join Elan Credit Card for a discussion on emerging payments technology and how your


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
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.
Trendwatch 3Q25
By Callahan & Associates, Inc.Join Callahan and guests as we breakdown credit union trends in 3Q25
Competing Against Consumer Lending Fintechs with Strategic Tech Partnerships
By ASAPP Financial TechnologyJoin ASAPP Financial Technology as they share how you can compete against Fintechs with strategic tech partnerships
Empower Your Credit Union: Modernize The Close
By SkyStemCredit unions often face a manual, error-prone month-end close process that relies heavily on spreadsheets and lacks visibility. Common challenges include tracking tasks, resolving discrepancies, and meeting compliance deadlines with limited resources. Regulatory demands for strong internal controls make accuracy and audit readiness essential. To improve, organizations should standardize workflows and automate repetitive tasks. Technology—especially […]
CECL Common Challenges
By Empyrean SolutionsJoin Empyrean as they break down the most pressing CECL pain points — what frustrates bankers, what auditors scrutinize, and what regulators are asking.
Strategic Opportunities & Critical Governance Challenges
By DDJ Myers, Ltd.This webinar will outline how boards and CEOs can evolve their governance response pattern and to better capture strategic opportunities and avoid critical governance challenges.
Optimizing Credit Union Growth
By Vizo Financial Corporate Credit UnionJoin Vizo for a dynamic webinar designed to equip your credit union with the insights and tools to thrive in this changing landscape.
Operational Excellence In Credit Union Commercial Real Estate
By FileInviteJames Sampson, CEO of FileInvite, provides expert commentary centered on operational excellence in commercial real estate and credit unions in a rousing discussion with Callahan & Associates.