On-Demand Webinars
Looking for inspiration on key topics facing credit unions? Browse our archive of on-demand industry webinars.
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.
How AI Can Alleviate Pain Points For Members
Use cases for AI in financial services are still limited, but University Federal Credit Union (UFCU, $4.0B, Austin, TX) is showing how new technology can alleviate pain points and reduce friction. After determining that check holds were slowing down service, which was causing members to wait in line to deposit checks with a teller rather
All Things CDFI: Recertification, Grants and Greenhouse Gas Reduction Awards
Watch CU Strategic Planning’s experts discuss: Recertification – what needs to be done NOW to retain your certification and how CU Strategic Planning can help you with 2023 and 2024 data. The new certification standards – how to work with them to benefit your credit union, and how the new reg impacts current CDFI awards. Greenhouse
2024 Credit Card Market Overview
Watch the following webinar to explore how credit unions are performing against dominant credit card issuers and what to expect in 2024.
NCUA’s 2024 Supervisory Priorities
During this insightful session, Callahan’s industry analytics experts will break down three key focus areas for credit union leaders: liquidity, credit, and interest rate risk.
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.
Evolving the Role of Supervisory Committees at Credit Unions
Join 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
Join 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
Join 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
Join 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