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 environment.
What You’ll Learn from 2Q24 Trendwatch
- Credit Union Strengths & Opportunities: Discover actionable insights derived from 2Q24 data to drive growth and improve member relationships.
- Industry-Wide Benchmarks: Evaluate your credit union’s performance against industry leaders.
- Economic Impacts: Understand the latest market trends and how they affect your credit union.
- Success Stories: Learn from a credit union excelling in small business microloans and member engagement.
Who Should Watch
This webinar will provide valuable insights for credit union executives, finance analysts, and operational leaders who want to stay ahead of industry trends and improve their organization’s performance. Whether you’re focused on aligning your strategy with industry benchmarks, navigating economic challenges, or identifying growth opportunities, this session offers actionable insights tailored to your needs. If your role involves shaping the future of your credit union, this webinar is for you.
Meet Our Featured Guest Speakers
- Jason Haley, Chief Investment Officer, ALM First
Jason will provide an expert economic overview, including the key trends credit unions need to watch in 2024. - Theresa Dubiel, EVP, Chief Experience Officer, Lake Trust Credit Union
Theresa will share a case study on the success of small business microloans and their impact on member relationships.
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
<< Trendwatch 1Q24 | Trendwatch 3Q24 >>
