On-Demand Webinars
Looking for inspiration on key topics facing credit unions? Browse our archive of on-demand industry webinars.
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.
2024 Innovation Series: Innovations In Member Experience (AI Edition)
Dive into the world of AI-driven member experiences in the Innovations In Member Experience.
Setting Up Memberships for Minors: A Panel for Credit Unions
Hear 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
Join 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
Credit unions have always been engines of community development, long before the CDFI Fund existed.
All Things CDFI: Wrapping 2025, Ready for 2026
Mike 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
Join 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
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.