On-Demand Webinars

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

Date
Industry Webinars

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

Industry Webinars

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

Industry Webinars

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

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

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

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

Digital Banking And Forging Long-Lasting Relationships With Young Members

Alexey Krasnoriadtsev, CEO of Boucoup, a family banking platform for community financial institutions, discusses how credit unions can build lasting relationships with young members by engaging them in financial systems designed for their well-being. The conversation highlights the importance of reaching younger generations early rather than waiting until they are established adults with credit histories. […]

Trendwatch 1Q26

Join Callahan & Associates for a live, data driven look at 1Q26 credit union industry performance.

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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