On-Demand Webinars

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

Date
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

Industry Webinars

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.

Industry Webinars

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.

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 […]

Trendwatch 4Q25

Join Callahan & Associates for a data driven look at 4Q25 credit union industry performance, grounded in the latest call report insights.

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