On-Demand Webinars

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

Date
Industry Webinars

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

Industry Webinars

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.

TrendWatch

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

Industry Webinars

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

Training

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

TrendWatch

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.

Training

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

Industry Webinars

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

Understanding The Lending Recall Gap

TruStage shares how credit unions can rethink payment protection by addressing the lending recall gap in today’s high‑pressure lending environment. As member interest in protection products continues to rise, the discussion highlights why single, late‑stage offers often fail to stick—and how weak lending recall can lead to missed moments and increased risk for both members […]

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