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

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.

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.
Where ALM Falls Short: A Data-Driven Look at DDA Behavior
By KasasaExplore how balance behavior, rate sensitivity, and runoff risk shape funding stability—and what it means for ALM, liquidity, and margin protection.
Understanding The Lending Recall Gap
By TruStageTruStage 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 […]
2026 Innovation Series: Digital Member Engagement
By Callahan & Associates, Inc.Come and find the newest member engagement innovations in the credit union space
2026 Innovation Series: AI-Powered Member Experience
By Callahan & Associates, Inc.Come and find the newest AI powered innovations in the credit union space
2026 Innovation Series: Fraud Prevention & Resolution
By Callahan & Associates, Inc.Come and find the newest fraud prevention innovations in the credit union space
2026 Innovation Series: Employee Enablement For Better Member Experience
By Callahan & Associates, Inc.Come and find the newest member experience innovations in the credit union space
Beyond the Annual Budget: Building a Performance Planning Rhythm in Credit Unions
By Empyrean SolutionsJoin Empyrean as they reframe planning as a performance system for credit unions
2026 Innovation Series: Data & Decision Intelligence
By Callahan & Associates, Inc.Come and find the newest data and decisions innovations in the credit union space
2026 Innovation Series: Reimagining the Lending Experience
By Callahan & Associates, Inc.Come and find the newest lending innovations in the credit union space
Trendwatch 4Q25
By Callahan & Associates, Inc.Join Callahan & Associates for a data driven look at 4Q25 credit union industry performance, grounded in the latest call report insights.