On-Demand Webinars
Looking for inspiration on key topics facing credit unions? Browse our archive of on-demand industry webinars.
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
A Guide to Empowering Employees & Increasing Operational Efficiency
Watch now to explore the essential role of Knowledge Management in enhancing operational efficiency and employee engagement.
How Credit Unions Are Embracing & Thriving In Hybrid Work Models
A panel of credit union leaders share their experiences of not only embracing hybrid work models but thriving in them. From the strategy behind their arrangements to adjustments made along the way, panelists will discuss their experiences, key lessons learned, and advice for others. Panelists include: • Chris Gomez, president & CEO of Heritage Family
1Q24 Trendwatch
Join us for an insightful discussion on the latest trends impacting credit unions in 2024. Hosted by Jay Johnson, Chief Collaboration Officer, and Will Hunt, Director of Industry Analytics at Callahan & Associates. This webinar will explore key economic developments, credit union performance highlights, and innovative strategies to navigate slow growth while uncovering new opportunities.
Trendwatch 3Q25
Join Callahan and guests as we breakdown credit union trends in 3Q25
Competing Against Consumer Lending Fintechs with Strategic Tech Partnerships
Join ASAPP Financial Technology as they share how you can compete against Fintechs with strategic tech partnerships
Empower Your Credit Union: Modernize The Close
Credit 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
Join 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
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
Join 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
James 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.
Credit Union Performance Benchmarking Trends
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
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
Join Trellance as they discuss the approaching technologies that will shape the future.