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Industry Webinars

Core Processing, Innovation, and Collaboration in the Credit Union Industry with Geoff Johnson at CU*Answers

October 29, 2024 No Comments

In this Partner Perspective, Callahan & Associates and Geoff Johnson, CEO of CU*Answers, explore how the credit union landscape has evolved over the past decade, especially in digital transformation. Reflecting on the past offers a chance to look ahead, and Johnson shares insights into the technological challenges cooperatives may face in the next five to

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Maximizing Growth and Member Engagement With Instant Payments

October 23, 2024 No Comments

With over 200 credit unions now on the RTP® network, credit unions are figuring out how to integrate these solutions to enhance their member relationships and improve their offerings. So, how can instant payments drive growth, deepen relationships with members and small businesses, and generate new revenue streams? This Callahan-hosted panel discussion features Keith Gray,

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Ensuring Member Satisfaction: Generation Proof Your Credit Union

October 9, 2024 No Comments

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

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Boost Member Participation In Elections With CUES

September 24, 2024 No Comments

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

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How Modernizing In-Branch Account Opening Deepens Member Relationships and Increases Satisfaction

September 11, 2024 No Comments

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

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Leveraging AI For Financial Wellness With Manish Garg At EarnUp

August 20, 2024 No Comments

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

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Turning Data Into Loan Growth For Your Credit Union

August 8, 2024 No Comments

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

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Never Having To Pay Employee Benefits Again

July 2, 2024 No Comments

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

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Core Processing, Innovation, and Collaboration in the Credit Union Industry with Geoff Johnson at CU*Answers

CU*Answers October 29, 2024
In this Partner Perspective, Callahan & Associates and Geoff Johnson, CEO of CU*Answers, explore how the credit union landscape has evolved over the past decade, ...

Maximizing Growth and Member Engagement With Instant Payments

Alacriti October 23, 2024
With over 200 credit unions now on the RTP® network, credit unions are figuring out how to integrate these solutions to enhance their member relationships ...

Ensuring Member Satisfaction: Generation Proof Your Credit Union

Engageware October 9, 2024
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 ...

Boost Member Participation In Elections With CUES

CUES September 24, 2024
In this Partner Perspective, Callahan & Associates speaks with Sharon Messmore, product and services manager at CUES, and Tony Hoff, marketing director at Survey Ballot ...

How Modernizing In-Branch Account Opening Deepens Member Relationships and Increases Satisfaction

MANTL September 11, 2024
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 ...

Leveraging AI For Financial Wellness With Manish Garg At EarnUp

Earnup Inc August 20, 2024
In this Partner Perspective, Callahan & Associates and Manish Garg, senior vice president of technology at EarnUp, delve into the evolving role of generative AI ...

Turning Data Into Loan Growth For Your Credit Union

Total Expert Inc August 8, 2024
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 ...

Understanding Funds Transfer Pricing (FTP)

Empyrean Solutions July 24, 2024
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 ...

Harnessing Predictive Analytics For Superior Member Personalization

Trellance July 11, 2024
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

Credit Union Benefit July 2, 2024
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 ...
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Calling All CFOs

Andrew Lepczyk

Unlock insights during Financial Performance Week on CreditUnions.com — data, analysis, and strategies to help credit union leaders interpret trends, manage balance sheets, and drive smarter growth.

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Member Momentum Is At A Crossroads

Sherry Virden

Member growth at U.S. credit unions is slowing, and credit unions are working to reignite growth, deepen engagement, and increase competitiveness amid shifting preferences and economic headwinds.

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