Product

Leadership Webinar

By Callahan & Associates, Inc. | Nov. 16, 2017

In this webinar, Amanda Lunger, chief marketing and sales officer for Central Willamette Community, discusses the credit union's campaigns designed to attract deposits and keep up with it's eight consecutive quarters of double digit loan growth.

By Callahan & Associates | Oct. 13, 2017

Callahan & Associates and Katie Grindeland, Senior Vice President of Marketing and Communications at TruStone Financial discuss how the credit union conceived and executed their “Neighborgood” campaign.

By Callahan & Associates | Oct. 6, 2017

Listerhill Credit Union's marketing director, Chris Anderson, and Callahan & Associates discuss how the credit union re-defined their brand and educated employees at all levels on how they could have a positive impact on that effort.

 

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By Callahan & Associates | Sept. 22, 2017

In this webinar, John Felton, President and CEO of Southern Chautauqua Federal Credit Union discusses how the credit union's high engagement strategy enables it to take on lower-grade paper.

By Callahan & Associates, Inc. | Sept. 18, 2017

This second session of the 2017 Credit Card Management Series helps viewers enable meaningful conversations around program management needs and priorities, and allow card managers to effectively advocate for their program's needs.

By Callahan & Associates | Aug. 15, 2017

In this webinar, Mark Michaels, SVP and chief technology officer at San Francisco Federal Credit Union, discusses how the California cooperative tests accessibility and ensures updated web pages and apps remain visible and accessible to all members.

By Callahan & Associates | Aug. 3, 2017

Callahan & Associates and Jessica Schindel, marketing specialist and Your Voice spokesperson for Community 1st, discuss the history of the credit union's young adult efforts.

By Callahan & Associates | July 26, 2017

Callahan & Associates and Susan Green, SVP of Marketing for Elevations Credit Union, discuss Elevation's Adventures in Localism campaign, including how Elevations sets goals and measures success in social media.

By Callahan & Associates | July 13, 2017

Callahan & Associates and Truity Credit Union's AVP of Marketing, Amy Grose, discuss the credit union's Graduate Loan Package, including how it identified the opportunity, what specific requirements it has in place, and how the offering has helped increase members in the coveted 18- to 34-year-old demographic.

By Callahan & Associates | June 26, 2017

In this webinar, Anheuser-Busch Employees Credit Union dishes on its auto balloon program, including how the St. Louis-based identified the opportunity and implemented the loan, and how the program has fared.

By Callahan & Associates | June 1, 2017

Callahan & Associates and TwinStar Credit Union discuss the institution's Imagination Lab, how it was implemented, and the successes the Lab has achieved.

By Callahan & Associates, Inc. | May 4, 2017

Callahan & Associates and Dan Kampen, chief financial officer at Bellco, discuss the credit union’s participation lending strategy, including how to source business identify what buyers want.

By Callahan & Associates, Inc. | April 28, 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.

By Callahan & Associates, Inc. | March 23, 2017

Callahan & Associates and Jim Minge discuss how Texas Trust determined its goals, laid out its plan, and worked its 5-year strategy.

By Callahan & Associates, Inc. | Feb. 15, 2017

Callahan & Associates and Alexa Bennett, marketing manager for Northern FCU, discuss how the credit union turned ACH data into lending gold.

By Callahan & Associates, Inc. | Jan. 18, 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.

By Callahan & Associates, Inc. | Dec. 7, 2016

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.

By Callahan & Associates | Nov. 14, 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.

By Callahan & Associates, Inc. | Oct. 21, 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.

By Callahan & Associates, Inc. | Oct. 12, 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.

By Callahan & Associates, Inc. | Sept. 29, 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.

By Callahan & Associates, Inc. | July 18, 2016

Callahan's LTD program combines Harvard Business School learning with collaborative, hands-on problem solving.

By Callahan & Associates | July 1, 2016

Callahan & Associates and Debora Almirall discuss how the Duluth-based credit union meets members' needs — don't call it selling — via mobile banking, remote deposit checking, personal and business loans, shared branching, and more.

By Callahan & Associates, Inc. | June 24, 2016

In this session, credit card expert Tim Kolk explores how to segment a credit union's member base and ensure card products are designed to appeal to individual segments.

By Callahan & Associates, Inc. | May 9, 2016

Tennessee-based Leaders Credit Union serves a mix of demographics not unusual for many Mid-South American towns. In many ways it is a typical credit union, however, it is also aggressively expanding its digital services.

By Callahan & Associates, Inc. | May 2, 2016

The first session of the 2016 Credit Card Management Series kicks off with an overview of the state of the current credit card market with a particular emphasis on issues critical to those competing with the largest issuers.

By Callahan & Associates, Inc. | April 25, 2016

Callahan & Associates and Melissa Vigil discuss where Northwest Community learned about APM and how it incorporated APM principles into its own operations.

By Callahan & Associates, Inc. | April 18, 2016

In this webinar, Callahan & Associates and Richard Cooper, CEO of Mendo Lake Credit Union, discuss how the credit union connects with the local Native American tribes and other underserved members.

By Callahan & Associates | April 7, 2016

In this webinar, Callahan & Associates and Throckmorton discuss the strategy that helped Allegacy become the first company to publicly release its health records, how to implement a culture of health, and best practices to spread community awareness.

By Callahan & Associates | March 25, 2016

Callahan & Associates and Generations Federal Credit Union discuss Generations' onboarding strategy.

By Callahan & Associates | March 18, 2016

Callahan & Associates and Ronaldo Hardy discuss the benefits and challenges of managing a young executive team and working with a mixed-generation board of directors.

By Callahan & Associates | March 9, 2016

In its annual webinar, Callahan & Associates gives credit union vendors lessons and strategies to build stronger credit union-vendor relationships.

By Callahan & Associates | March 3, 2016

In this webinar, Callahan chairman Chip Filson hosts a panel discussion featuring credit union leaders who know about creative organizational design to help credit unions tap into the power of the cooperative system while remaining as independent as possible.

By Chris Howard | Feb. 19, 2016

In this webinar, Chris Howard, vice president of research at Callahan & Associates, discusses dealing with security breaches and best practices that can save the credit union's reputation.

By Callahan & Associates | Feb. 5, 2016

In this webinar, Callahan & Associates and Jon Paukovich, senior vice president and chief lending officer of Ent, discuss how Ent drives awareness among all parties in the home-buying process as well as how it plans to further develop this outreach.

By Callahan & Associates | Feb. 3, 2016

In this webinar, Callahan & Associates and John Petrey, vice president and chief information officer at University Federal Credit Union, discuss the forward strides University has made in IT satisfaction, its strategy for achieving its goals, and what lies ahead for the Texas credit union.

By Callahan & Associates | Jan. 27, 2016

In this webinar, Callahan & Associates and Steve VanSickler, chief credit officer at Silver State Schools Credit Union, discuss the nuts and bolts of the its real estate agent cash rebate and how that rebate creates value for the member, the credit union, and the real estate agent.

By Callahan & Associates, Inc. | Jan. 14, 2016

In this webinar, Kevin Kesecker, chief lending officer of SECU of Maryland, discusses loan participations and how to structure a deal that is attractive to both buyers and sellers.

By Callahan & Associates | Dec. 14, 2015

In this Callahan webinar, Eric Givens, senior director of digital banking for Arizona Federal, discusses the credit union’s digital banking department, how to streamline the mobile experience, technical education for membership, and — of course — eyeprint ID.

By Callahan & Associates | Nov. 20, 2015

Learn how developing a better understanding of marketplace dynamics and consumer expectations can empower your credit union to innovate effectively and serve current and prospective members more efficiently, responsively, and sustainably.

By Callahan & Associates | Nov. 12, 2015

In this webinar, Callahan & Associates and Nathan Anderson discuss best practices and tips from MACU about how to assess members' needs, advise them of their options, and assist them with their choice.

By Callahan & Associates | Oct. 29, 2015

In this Callahan webinar, Victoria Burton and Kristi Kenworthy, vice president of marketing and assistant vice president of e-commerce respectively, discuss how USAlliance's online, mobile, and app-based capabilities allow first contact and long-term relationship development without face-to-face interaction.

By Callahan & Associates | Oct. 22, 2015

Learn how to make the most of today's lending environment by understanding the credit union's place in the market and comparing the performance of other institutions in a given metro area, county, or state.

By Callahan & Associates | Oct. 8, 2015

In this webinar, Callahan & Associates and Westerra CEO Jennifer Meyers discuss how the credit union uses its own performance data, national and regional economic reports, and internally drawn qualitative assessments to monitor its loan loss allowance.

By Callahan & Associates | Sept. 10, 2015

Firefighters Credit Union expects to make $250,000 in net income in 2015 from its in-house insurance agency. Learn how the Los Angeles credit union expects to push this revenue stream to $1 million per year in the near future.

By Callahan & Associates | Sept. 1, 2015

Jay Johnson, executive vice president of Callahan & Associates, offers insider tips on how to create a more engaging, effective strategic planning session.

By Callahan & Associates | Aug. 27, 2015

Learn how Altra Credit Union's Go Mobile team has helped the institution lower its average member age to 39, nearly a decade younger than industry average.

By Callahan & Associates | Aug. 11, 2015

Accurately measuring a credit union’s performance is the foundation to making successful strategic decisions. But what’s the best way to measure performance? By using similar financial institutions to create meaningful benchmarks.

By | Nov. 11, 2014

Jim Heile, the vice president in charge of consumer services and card lending at Members 1st FCU, discusses how the credit union launched a non-auto indirect lending program.

By | Oct. 7, 2014

Tina Cheung is a successful a real-estate agent and a former VP of Operations at a credit union. In this presentation, she shares what agents looking for and how credit unions can catch their attention.