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.
Beyond the Annual Budget: Building a Performance Planning Rhythm in Credit Unions
Join Empyrean as they reframe planning as a performance system for credit unions
2026 Innovation Series: Data & Decision Intelligence
Come and find the newest data and decisions innovations in the credit union space
2026 Innovation Series: Reimagining the Lending Experience
Come and find the newest lending innovations in the credit union space
Trendwatch 4Q25
Join Callahan & Associates for a data driven look at 4Q25 credit union industry performance, grounded in the latest call report insights.
Operationalizing Financial Wellbeing For Long-Term Growth
Join a fireside chat as we walk through Patelco’s financial wellbeing strategy and the day to day tactics shaped by ongoing member and consumer behavior feedback.
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.