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Callahan & Associates and Kampen discuss Bellco’s participation lending strategy, including how to source business and identify what buyers want as well as best practices for attentive underwriting and due diligence.
May 4, 2017
This first session of the 2017 Credit Card Management Series provides information on the state of the current credit card market with a particular emphasis on issues critical to those competing with the largest issuers.
April 28, 2017
Callahan & Associates and Jim Minge discuss how Texas Trust determined its goals, laid out its plan, and worked its 5-year strategy.
March 23, 2017
Callahan & Associates and Alexa Bennett, marketing manager for Northern FCU, discuss how the credit union turned ACH data into lending gold.
Feb. 15, 2017
Callahan & Associates and Russ Bernardo, director of mortgage lending for Northwest Community Credit Union, discuss how the credit union combines the convenience of a credit card with the stability of a home equity loan.
Jan. 18, 2017
Callahan & Associates and Dutton discuss how Altra FCU's after-hours education sessions turns potentially dry presentations into a happy hour for would-be homeowners.
Dec. 7, 2016
Callahan & Associates and Sula Pettibon, Family Trust's vice president of marketing and community relations, discuss why the credit union chose to relocate its HQ to the city's redevelopment, how its actions have served to support the city's goals, and why this matters to the Family Trust's bottom line.
Nov. 14, 2016
Callahan & Associates and Carol Cross discuss Eastman's approach to performance management, the ins and outs of continuous performance management, and best practices to research and plan a program for any credit union.
Oct. 21, 2016
Callahan & Associates and Gene Pelham discuss how Rogue identified the opportunity in a high-yield loyalty program, how it determined the parameters of the program, how it positions the program, and what it expects from 2017 and beyond.
Oct. 12, 2016
Callahan & Associates and Betsy Pruitt, online marketing manager at Redstone Credit Union, discuss how the cooperative's small marketing staff used email analytics and automation to help sell thousands of new checking accounts.
Sept. 29, 2016
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Washington, DC 20036