During this webinar, Callahan & Associates breaks down credit union performance trends gathered from 2Q 2024 data.
You’ll find out where cooperatives are experiencing success and where additional opportunities lie. During Trendwatch, you’ll also get current insights into vital financial and operational metrics related to growth, penetration, lending, shares, member relationships, and more.
During Trendwatch, you’ll learn:
-Credit union strengths and opportunities revealed from quarter-end data.
-Industry-wide benchmarks against which to measure your credit union’s performance.
-How the economic environment figures to impact credit unions.
-Insights from a credit union experiencing success in a key area
Additionally, you will also hear from special guests:
-Jason Haley, Chief Investment Officer, ALM First
-Theresa Dubiel, EVP, Chief Experience Officer at Lake Trust Credit Union
Timestamps:
1:58 – Intro
3:21 – Economic Overview, Jason Haley, Chief Investment Officer, ALM First
22:15 – Industry Overview, Jay Johnson & Alex Gekas, Callahan & Associates
25:20 – Shares, Callahan
29:27 – Liquidity, Callahan
33:36 – Loans, Callahan
43:08 – Small Business Microloans Case Study, Theresa Dubiel, EVP, Chief Experience Officer at Lake Trust Credit Union
53:21 – Earnings & Capital, Callahan
58:48 – Final Thoughts
