Join us for an insightful discussion on the latest trends shaping credit unions in 3Q24. Hosted by Callahan & Associates, this webinar provides expert analysis and actionable insights into how cooperatives are thriving and uncovering new opportunities.
What You’ll Learn from 3Q24 Trendwatch
- Credit Union Strengths & Opportunities: Discover data-driven insights from quarter-end results to drive growth and enhance member relationships.
- Industry-Wide Benchmarks: Measure your credit union’s performance against the best in the industry.
- Economic Impacts: Understand how current market trends are influencing credit unions.
- Success Stories: Hear how Wings Financial Credit Union leveraged targeted promotions to reprice its mortgage portfolio.
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
- Andrew Kohl & Todd Adams, Alloya Corporate Federal Credit Union
Experts from Alloya share insights on the economic environment and its impact on credit unions. - Lia Patino, VP Mortgage Lending, Wings Financial Credit Union
Lia discusses a case study on targeted promotions to reprice their mortgage portfolio and achieve member success.
Timestamps:
1:53 – Intro
3:06 – Economic Overview, Andrew Kohl & Todd Adams, Alloya Federal Credit Union
23:26 – Credit Union Results, Jay Johnson & Alix Patterson, Callahan & Associates
37:00 – Targeted Promotion To Reprice Mortgage Portfolio Case Study, Lia Patino, VP Mortgage Lending, Wings Financial Credit Union
49:37 – Liquidity Management, Callahan
52:37 – Member Financial Challenges, Callahan
1:02:10 – Final Thoughts
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