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


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


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
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.
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.