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This webinar shares the results of a survey of credit union leaders and where and how they plan to prioritize, invest, and allocate resources for member engagement for 2022.
Sep 15, 2021
During this webinar, Josh Garrison, vice president of consumer lending, and Kipp Riesland, financial wellbeing program manager for Patelco Credit Union, discuss how to help members rebuild their credit and avoid common challenges in the process
Aug 26, 2021
Jeff Sobieralski, director of financial health and wellbeing, and Michelle Straber, assistant vice president of learning and performance, Teachers Credit Union ($4.2B, South Bend, IN) discuss how the credit union formalized conversation training for employees to dig deeper into a member’s underlying financial health.
Baron Conway (SVP, head of digital and product management at Nuvision Federal Credit Union, $2.7B) and Courtney Rowan, vp, digital experience at Citadel Credit Union, $4.4B) discuss how they have taken on digital transformation and looked at ways to reduce friction and enhance the member experience.
Aug 18, 2021
Learn about the credit union performance trends gathered from 2Q 2021 data.
Aug 11, 2021
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In this session, we share what lessons were learned during COVID, and how credit unions can employ new strategies to deal with financial crime during a digital transformation.
Jul 28, 2021
Join a panel of credit union executives as they discuss how to successfully launch Employee Resource Groups (ERGs). These leaders will share their experiences and key lessons learned to date with examples spanning multi-year programs to brand-new initiatives.
Jul 21, 2021
Learn how to staff and optimize your contact center for digital transformation.
Jul 14, 2021
This session explores the 5 Key Pillars of DEI: Community Development, Board Governance, Management, Brand, and Culture.
Jun 28, 2021
Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, hold a discussion about the latest economic and market insights along with investment trends based on 1Q 2021 Performance Data for all U.S. Credit Unions.
Jun 22, 2021
This webinar features a panel discussion about economic volatility specific to increasing credit risk and the impacts that increasing credit risk will have on credit unions.
Jun 09, 2021
This webinar will help credit union leaders better understand the process to transition to eClosings and the potential benefits of transferring eNotes to the FHLB.
Jun 08, 2021
This webinar offers best practices in planning and implementing road maps to identify opportunities within any team.
Jun 03, 2021
Member Loyalty Group shares insights gleaned from tracking member feedback and sentiment on the topic of onboarding.
May 27, 2021
Learn how your credit union can expand both consumer and business relationships.
May 25, 2021
Kal Majmundar, SVP and CTO of Patelco Credit Union and Raj Bandaru, EVP, Member & Support Services, Gesa Credit Union, discuss how they approach digital innovation and what they believe is essential for sustainability and accelerated growth.
May 19, 2021
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
The April Credit Union Power BI User Group — featuring Kelly Gage, senior business intelligence analyst at Red Canoe Credit Union — tackled how to avoid mistakes and make the most of business intelligence projects and reporting processes.
Learn about today’s cybersecurity environment and how credit unions can keep cardmember’s data safe.
Apr 22, 2021
Nicole Lopez, BI Manager at Logix Federal Credit Union, walks us through the steps Logix has taken to deepen member relationships and understand delinquency risk through centralizing its data sources.
Alan Hanson, attorney with Gleam Law and Pat Duncan, vice president of compliance, Community First Credit Union, discuss the trends and risks in credit unions providing loans to cannabis businesses.
Apr 14, 2021
Tim Kolk, president of TRK Advisors, discusses how credit unions can optimize their card portfolios and remain both competitive and prudent at this incredibly challenging time.
Apr 08, 2021
Jon Jeffreys, CEO of Callahan & Associates, Kevin Johnson, CEO, of Suncoast Credit Union and Jamie Hammond discuss how your credit union can get involved with groundbreaking new National Public Television series "Opportunity Knock$".
Apr 07, 2021
Ron Smith, chief growth officer at Texas Trust Credit Union talks about centralizing analytics and reporting to gain a single source of truth, deeper knowledge about members, and the ability to target messaging at a granular level.
Apr 01, 2021
Wel lay out the challenges credit unions face and provide actionable solutions for leveling up both your frontline and your member experience.
Mar 24, 2021
Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, discuss the latest economic and market insights along with investment trends based on 4Q 2020 Performance Data for U.S. Credit Unions.
Mar 10, 2021
In this webinar, we will highlight how robotic process automation and intelligent document processing supercharge the mortgage origination process and provide immediate relief for limited staff.
Mar 03, 2021
Member Experience is top of mind for most credit unions right now. Are you looking for programs and initiatives to empower and better serve your members? Are you just interested in seeing what’s hot in member experience technology right now?
Lending is top of mind for most credit unions right now. Are you looking for solutions to help you grow loans and better serve members? Are you just interested in seeing what’s hot in lending technology right now?
Join Callahan & Associates and Chad Miller, CEO of Southwest Louisiana Credit Union, for a discussion about how the credit union is removing barriers and helping would-be job seekers attain the technical degrees needed for higher-paying jobs.
Feb 18, 2021
The mobile landscape is constantly changing. Members expect solutions that meet their evolving needs — and they expect them right now. Are you looking for solutions to help you operate more efficiently and better serve members? Or maybe just interested in seeing what's hot in mobile right now?
In this webinar, we will showcase three member engagement strategies that real credit unions have implemented to improve their member experience initiatives during the pandemic.
Feb 10, 2021
Mortgage dashboards built for use at PenFed, how they came about, what it took to build them, and how the business has used them to serve their members.
Join CU Strategic Planning's Mike Beall, Chief Strategy and Advocacy Officer to understand the opportunities in 2021 and 2022 for credit unions to create unique links in their communities and receive CDFI Grant Funding for these initiatives to help low to moderate income consumers.
Join Callahan & Associates and Jane Fontaine, AVP for HR and Training for Digital Federal Credit Union for a discussion about how DCU moved the in-person job fair online, making way for the future of credit union recruitment.
Jan 26, 2021
Credit union, CUSO, and vendor perspectives on the challenge of finding the besr data warehouse solution for your credit union.
During this special kick-off webinar Callahan's Jay Johnson, Chief Collaboration Officer, and Jon Jeffreys, President & CEO, will share what key trends and themes they are hearing regarding impact and how your credit union can get involved with this exciting new initiative in 2021.
Jan 14, 2021
Tune in for an insightful panel discussion among leaders from financial technology company Splash Financial, First Tech Federal Credit Union and CMFG Ventures/CUNA Mutual Group to learn how credit unions are remaining competitive while growing digitally.
Dec 09, 2020
Join Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for a discussion about the latest economic and market insights along with investment trends based on 3Q 2020 Performance Data for all U.S. Credit Unions.
Dec 08, 2020
During this webinar, Rhonda Summerbell, Director of Relationship Management & Community Impact, Universtiy FCU ($3.1B, Austin, TX) shares how the credit union continued to serve students by transitioning an in-person program to 100% virtual.
Nov 19, 2020
The pandemic and the resulting economic conditions has accelerated the pace of credit union digital transformation. However, what can be expected in 2021 when it comes to member engagement and expectations?
Nov 18, 2020
Nov 10, 2020
Join Elan to hear how we've helped our credit union partners during these uncertain times.
Nov 04, 2020
Join Neustar and fellow industry thought leaders for a discussion on how contact centers are relying on next-generation technologies to keep member experiences top-of-mind in a challenging environment.
Oct 21, 2020
Join Erin Coleman, senior director, advisory services at Filene Research Institute, and Jay Johnson, chief collaboration officer at Callahan & Associates, for a webinar on how credit unions can be focused on innovation, when surrounded by disruptions.
Join a panel of credit union executives as they share strategies to ensure cooperative boards fully represent their diverse memberships.
Join Callahan & Associates for an informative webinar that highlights why leading with purpose is critically important for credit unions to stay relevant in a highly competitive financial services marketplace.
Join Member Loyalty Group for insights on how the pandemic has affected experience ratings at credit unions across the country.
Join a panel of credit union executives as they discuss how their credit unions adapted quickly to serve members' needs, how they built new relationships with local business owners and what advice they have for other credit unions looking to support small businesses in their own communities moving forward.
Aug 27, 2020
Join Gallup Managing Partner, Anson Vuong, as he shares key takeaways from Gallup’s Financial Services Study and provides details on how credit unions can differentiate in today’s environment by focusing on the person behind the member.
Join Lori Bocklund of Strategic Contact and DJ Haskins from SilverCloud to hear what survey data of 100+ CU contact center leaders reveals about the changing contact center, and how your center can better respond to today’s member needs.
Join BCU's ($4B, Vernon Hills, IL) senior manager, talent acquisition and culture development and director, talent management as they discuss how their credit union rapidly shifted to remote hiring and learning.
Aug 17, 2020
Join Callahan & Associates for a webinar on U.S. mortgage market trends and how to use the Home Mortgage Disclosure Act (HMDA) data in both Peer-to-Peer and MortgageAnalyzer for your credit union’s mortgage lending planning and analysis.
Aug 06, 2020
The Credit Union Analytics Community & Tableau User Group welcome Eduardo Santos as he talks about United Federal Credit Union's analytics journey.
Join Glia and special guest panelists from 4 credit unions that span the US—and the physical/online spectrum— for a lively discussion on the unifying topic of Member Service.
In this interactive session, Suncoast Credit Union’s ($11B, FL) Data Analytics team, lead by Nolan Walker, joins us to talk about the different roles, responsibilities, and challenges that face their squad. Register for this session and log on to hear about how their team tackles data science, data management, and more.
Join Erica Marshall, training manager for CommonWealth One Federal Credit Union ($413M, Alexandria, VA), for discussion about how the credit union launched an e-learning initiative to help staff make the most of staying at home during the pandemic.
Jul 08, 2020
Join Corey Rupp, chief lending officer for Affinity Plus Federal Credit Union ($2.6B, Saint Paul, MN), for a discussion about how the credit union is offering members "curbside closings" for mortgages and what other enhanced services may be on the horizon.
Join Jason Haley, managing director of ALM First's Investment Management Group and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for a discussion about the latest economic and market insights along with investment trends based on 1Q 2020 Performance Data for all U.S. Credit Unions.
As financial institutions have had to pivot in response to the Coronavirus outbreak, credit unions are faced with unprecedented situations, challenging many of their usual operations.
May 28, 2020
Join Tom Berquist, marketing and co-op affairs for BECU ($22.7B, Tukwila, WA), for a discussion about how the credit union defined its purpose and strategic direction.
May 21, 2020
May 14, 2020
In these unprecedented times, credit unions are stepping up to the challenge by lending to their members (often low to moderate income workers). This increased lending is valuable and necessary, but it also generates risk and a need for increased loan loss reserves.
May 06, 2020
This webinar will unlock the story of loan quality, why it's important, and what lenders need to do to build that foundation. We will also take a close look at a leading credit union and how they revamped their QC operations to improve quality and increase client confidence.
Credit Unions are experiencing an unprecedented surge in members using their websites and online portals - many for the first time. How can you efficiently service these increasing volumes, and still provide an exceptional member experience?
Apr 21, 2020
Join Member Loyalty Group and others to learn about the feedback members are providing during this unprecedented time, and how that feedback is shifting as weeks go by.
Join Tim Kolk, president of TRK Advisors, for this always well-received discussion about how credit unions can optimize their card portfolios and remain both competitive and prudent at this incredibly challenging time.
Apr 09, 2020
Callahan & Associates hosted a virtual event featuring a panel of credit union leaders across the United States. Panel participants shared their plans and perspectives on the matter at hand including, but not limited to, personnel management, travel, disaster recovery, branch services, member impact, and more.
Mar 16, 2020
Join Callahan & Associates and Kirkbride for a discussion about WSECU’s transition from waterfall to agile project management in an effort to improve the member experience.
These four innovators are pushing the envelope toward new levels of technological functionality in credit union land.
Join Callahan & Associates and Jason Haley, managing director of ALM First's Investment Management Group and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for a discussion about the latest economic and market insights along with investment trends for all U.S. Credit Unions.
Mar 04, 2020
In this Tableau User Group-hosted session, Naveen and Nick talk about best practices and the role of collaboration in setting the right path forward for data governance in the cooperative world of credit unions.
Feb 24, 2020
Feb 13, 2020
Join Callahan & Associates and Melissa Alexy, vice president of human resources for Langley Federal Credit Union, for a discussion about how the cooperative gave all employees the experience of attending a national conference through the Langley U Summit.
Feb 06, 2020
Join Callahan & Associates and Hauser for a discussion about how Altra launched its annual day of service.
Join Callahan & Associates and Clay Morgan, Listerhill's chief of staff operations, for a discussion about how the credit union is creating high-performing teams to provide a better experience for members.
Jan 21, 2020
Join Callahan & Associates and Maha Brauch for an interactive discussion about the steps Affinity Plus took to build a next-generation digital banking experience for its members.
Jan 08, 2020
Tableau User Group: Melissa Pomeroy takes us through St. Mary's five year, four step analytics journey.
Join Callahan & Associates for an informational webinar about Sustainable Business Strategy With Rebecca Henderson. Learn how to join the January 2020 cohort, designed to help teach leaders how to drive business results with a strategy based around purpose.
Dec 12, 2019
Join Callahan & Associates and Jason Haley, managing director of ALM First's Investment Management Group and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for a discussion about the latest economic and market insights along with investment trends based on 3Q 2019 Performance Data.
Dec 11, 2019
Join Extensia Financial LLC for a discussion on how to choose a participation partner. We’ll cover the basics of how to find a partner, explore the benefits of participation partners, and demonstrate how your credit union can diversify and grow loans through participation lending.
Dec 05, 2019
Join Callahan & Associates and Travis Flora, culture and values officer for Commonwealth Credit Union, for a discussion about how to ensure staff members fully adopt a new culture and continue to embrace it as the organization matures.
Dec 04, 2019
Join Callahan & Associates and Blake Lyons, vice president of marketing at RBFCU for a discussion about the credit union's marketing structure and how credit unions of all sizes can work more effectively with internal and external resources.
Nov 20, 2019
November 2019 Credit Union Power BI User Group
Getting Started, Key Decisions, & Useful Tips
Nov 13, 2019
Join Callahan & Associates and Daniel Estal, vice president of lending and market development, and Rochelle Runge, marketing supervisor at Northern Credit Union, for a discussion about the credit union’s geofencing, push notification, and digital coupon strategies to reach would-be homebuyers.
Oct 23, 2019
Watch this webinar for an analysis of mortgage trends based on the newly released HMDA data, and how you can use Callahan software to gain insight into your own market.
Join Tim Kolk, president of TRK Advisors, for a discussion about how agent credit card programs work and how to ensure the best possible evaluation of this option.
Oct 17, 2019
Join SilverCloud Inc. for a discussion on how to kickstart the implementation of chatbots. We’ll cover the advantages, explore various use cases, and show you how to improve the member experience using chatbots in a painless and cost-effective manner.
Oct 03, 2019
October Credit Union Tableau User Group Meeting
Join Callahan & Associates and Charlie Allen, vice president of member experience at Christian Community Credit Union for a discussion about the cooperative's in-depth, process-level approach to improving the member experience.
Join Tim Kolk, president of TRK Advisors, for a discussion about how credit unions can optimize their card portfolios and remain competitive in this continually evolving market.
Sep 19, 2019
Join us for the first meeting of the Credit Union PowerBI User Group to learn how other credit union analytics professionals have tackled problems relating to getting started with the right techn
Join Jason Haley, managing director of ALM First's Investment Management Group and Sam Taft, assistant vice president, business development at Trust for Credit Unions, for a discussion about the latest economic and market insights along with investment trends based on second quarter 2019 performance data for all U.S
Join Callahan & Associates and Affinity FCU's Charlie White, business transformation officer, and Marc Conover, workforce manager, for a discussion about how the credit union is leveraging robotic process automation (RPA) to improve the member experience.
Aug 27, 2019
Join Callahan & Associates and Stephanie Carl, director of marketing and digital experience at Corning Credit Union, for a discussion about how the credit union created a formal team to implement a three-pronged, no-surprise communications strategy and ensure a smooth technology conversion.
Aug 21, 2019
Aug 15, 2019
The 2019 Credit Card Management School, a partnership between Callahan & Associates and TRK Advisors, helps credit unions optimize their card portfolios and better understand the latest trends in program design and management.
Aug 08, 2019
Join Callahan & Associates and Mike Kenzie, chief information officer for Patriot Federal Credit Union, for a discussion about how the credit union's Vendor Management Committee helps business units evaluate, on-board and off-board critical vendors more effectively.
Jul 24, 2019
Tableau User Group: July 2019
How to Party With Your Data CORE-ectly
Join Callahan & Associates and Kathy Martin, senior vice president of development and support at Directions Credit Union, for a discussion about how the cooperative is retaining talent and developing future leaders.
Jul 16, 2019
Delivering safe and frictionless member experiences requires up-to-date identity data and an authentication approach that quickly authenticates the caller before the member hears “hello.” The result is greater call center efficiency, decreased Average Handle Time, improved security, and higher member satisfaction.
Jul 11, 2019
When it comes to your member experience, simplicity and ease are key. Whether it's signing up for a Membership or purchasing a new product, your digital journeys should be as effortless as possible. But how do we measure simplicity and ease for our various member journeys?
Jun 27, 2019
Join Callahan & Associates, Rob Miller, CEO, and Laurie Fielder, VGreen program director, at Vermont State Employees Credit Union, for an interactive discussion about how the Green Mountain State cooperative has they have become one of the greenest credit unions in the country.
Jun 20, 2019
Join Doxim as we discuss how a well planned and integrated CCM strategy can break down communication silos and ensure a customer-centric approach whenever and wherever your members engage with you.
Jun 12, 2019
Join Callahan & Associates and Rachel Van Noord, director of community outreach for BECU, for an interactive discussion about the Washington credit union’s Member Summit.
Jun 05, 2019
Join Callahan & Associates and Jonathan Hanson, director of product marketing at Community First Credit Union of Florida, and Chris Culpepper, sales performance manager at the credit union, for an interactive discussion about the Florida credit union’s cashless incentive program.
May 30, 2019
May 16, 2019
Join Callahan & Associates and Holly Smith, vice president of marketing at Heritage FCU, for this interactive webinar about the credit union’s referral program, how the cooperative is evaluating its results, and which criteria it is changing in the future.
May 08, 2019
Has your credit union evolved its MX strategy to match these changing member expectations? Is your CU providing members with a single integrated experience? And if not, how do you get started?
Apr 24, 2019
The first session of the 2019 Credit Card Management Series provides information on the state of the current credit card market with a focus on issues critical to those competing with the largest issuers.
Apr 18, 2019
Tableau User Group: April 2019
Join Callahan & Associates and Matthew Gaspari, executive vice president and chief operating officer at Tucson FCU, for an interactive discussion about the credit union’s carefully planned ITM rollout, how it determined where to place the machines, and key considerations for the member experience.
Apr 10, 2019
Join Callahan & Associates and Kris VanBeek, CEO of USAlliance Financial FCU, for a live discussion about the New York’s cooperative’s “Live Life Fully” motto. Learn how the credit union has incorporated the brand concept into everything from marketing campaigns to internal practices and hear how members have reacted to it.
Apr 04, 2019
Join guest speaker Jeff Fromm, author of best selling book - Marketing to Generation Z and a regular contributor to Forbes, for a discussion on the needs of the next generation.
Apr 02, 2019
Join Callahan & Associates and Cassandra Stoddard, assistant vice president for enterprise analytics at Workers Credit Union, for an interactive discussion of how credit unions can use data to visualize a better tomorrow.
Mar 28, 2019
Join Callahan & Associates and Tracy Szarzi-Fors, vice president of marketing and business development at Wright-Patt Credit Union, for an interactive discussion about how the Ohio cooperative is helping members create actionable plans to achieve financial flexibility and freedom.
Mar 19, 2019
In this webinar, we outline the 6 most common mistakes to avoid when writing credit union policies and procedures and tips on how to fix them.
Mar 06, 2019
Join the CreditUnions.com team for our Innovation Series, where four hand-picked mobile solutions providers share their innovations with you.
Feb 28, 2019
Join the CreditUnions.com team for our Innovation Series, where four hand-picked lending solutions providers share their innovations with you.
Feb 26, 2019
As Maine’s people and traditions are changing, Infinity FCU, one of the state’s largest credit unions, is evolving with the times.
Learn more about the key steps any organization can take to identify where it is now, build an action plan, and maintain its True North.
Join the CreditUnions.com team for our Innovation Series, where four hand-picked member solutions providers share their innovations with you.
Feb 14, 2019
Join Callahan & Associates and Pete VanGraafeiland, head of member services for Civic FCU, for an interactive discussion about how credit unions can create better digital experiences for their members.
Feb 07, 2019
Brandon Cole from Wings' talks about how the credit union re-formed its business intelligence and analytics teams with the goal of nurturing BI and analytics skills to drive member value and what that looks like two years later.
Join the Credit Union Investment Strategy Group of Oppenheimer & Co. Inc. for the webinar, 2019 Strategies For Continued Rising Rates: The Importance of Adding Floating Rate Investments and Floating Rate Loan Participations.
Jan 29, 2019
Learn how one credit union is turning challenges into triumphs.
Jan 22, 2019
Join Sandy Cloutier, chief risk officer for Infinity Federal Credit Union for an interactive discussion of how other credit unions may want to re-assess their own risk levels and find new ways to serve more of their members.
Jan 10, 2019
Callahan & Associates shares key findings from its 2019 Supplier Market Share Guide: Credit Union Core Processors.
Dec 12, 2018
The ability of credit unions to run successful, prudent card programs is becoming more challenging. The third session of the CCMS helps the movement cast its eyes forward to prepare for 2019.
Dec 06, 2018
When WSECU celebrated its 60th anniversary in 2017, it marked the occasion with an initiative that gave employees $60 to do something good across the WSECU footprint. Learn more about this effective approach to increasing community involvement during the holiday season.
Nov 29, 2018
Credit Union Tableau User Group: November 2018
When Melissa Pomeroy joined America's oldest credit union, St. Mary's Bank, to lead their CORE system conversion, she and her team joined not only a major technology transformation, but an analytics journey.
Join Callahan & Associates and Deidre Davis, chief marketing officer for MSUFCU, for an interactive discussion about the credit union's pop-up branch and key learnings from the two-week experiment.
Join payment experts from SWBC and Visa for a discussion on how a comprehensive strategy for payment acceptance will impact operations, customer experience, and financial performance.
Nov 14, 2018
Join Callahan & Associates and Sara Dolan, chief financial officer for MSUFCU, for an interactive discussion about the credit union's BI team and best practices to implementing business intelligence at a credit union of any size.
Join Geoff Bullock, community engagement and education specialist for Firefly Credit Union, for an interactive discussion about how credit unions can successfully launch a niche loan program.
Nov 13, 2018
Learn why and how the credit union industry is redefining what a CRM can be and what this means for your organization.
Oct 30, 2018
Does your credit union use custom scorecards? If not, you could be missing big opportunities and taking unnecessary risks.
Oct 17, 2018
Join Alix Patterson, partner at Callahan & Associates, for a discussion about how credit unions are bringing members into the conversation and taking action to ensure their cooperatives remain all about their members.
Oct 16, 2018
Join Callahan & Associates and Pam Krupansky, vice president of retail delivery for Citadel FCU, for an interactive discussion about how credit unions can use staff feedback to improve the member experience and create a better branch concept.
Oct 11, 2018
Learn more about the 10 questions keeping credit union leaders up at night and how the industry is responding to these challenges in this live webinar with Callahan senior vice president Chris Howard and associate vice president of analytics and business development, Sam Taft.
Oct 01, 2018
Credit Union Tableau User Group: September 2018
Rebecca Freeman, associate vice president of marketing for Silver State Schools Credit Union, will discuss the credit union's student savings program.
Sep 26, 2018
A properly managed annual budgeting process enables supervisors to manage the business on a tactical level and beyond.
Sep 14, 2018
Join Callahan’s AVP of analytics, Sam Taft, and VP of marketing, Alexandra Gekas, for this 30-minute webinar recapping our 2018 CRM survey findings.
Sep 06, 2018
Katy Slater, senior vice president for Callahan & Associates, explores the questions credit unions need to ask about their culture as well as ideas to build a culture that empowers employees and ensures mission flourishes from the bottom-up.
Aug 30, 2018
In the first of our CU Innovation Webinar series, we’ll take take you through the three essential pillars of member experience management and show how your credit union can implement each one to continuously meet and exceed member expectations.
Aug 28, 2018
Aug 23, 2018
Jon Jeffreys, managing partner of Callahan & Associates explores the tough questions credit unions are beginning to ask themselves and what steps you can take to ensure relevancy.
Aug 14, 2018
A panel of Callahan millennials discuss how credit unions can better understand and engage first-time home-buyers.
Aug 09, 2018
Ron Senci, executive vice president of lending and sales at Elements Financial, and Matt Snively, senior vice president of wealth management, discuss how deposit and wealth management strategies can work hand-in-hand to serve members as well as fund loans and provide a reliable income stream for the credit union.
Jul 31, 2018
Join Kelsey Balcaitis, community education director for A+ Federal Credit Union, and Callahan & Associates for a discussion about how the credit union supports financial literacy, the value of promoting financial literacy to local youth, and best practices in program management.
Jul 16, 2018
Join Anita Newton, chief innovation officer for CommunityAmerica Credit Union, and Callahan & Associates for a discussion about how the credit union's innovation lab puts member experience first and what the cooperative has learned about developing tools that members will adopt.
Jun 21, 2018
Join Callahan & Associates and Gene Pelham, CEO of Rogue Credit Union, for a discussion on the credit union's ownership account.
Jun 11, 2018
Jay Johnson, partner at Callahan & Associates and sought-after industry strategist, explores how credit unions can leverage positive momentum and ask tough questions as they go into planning season this fall.
Jun 08, 2018
Join Neustar to learn how to incorporate offline, digital, and unspoofable device data elements into a multi layered approach to identity.
May 29, 2018
May 22, 2018
Learn how HR departments are combining wages, bonuses, and retirement with telecommuting, quiet rooms, and family leave to build attractive benefits packages.
May 03, 2018
The seventh annual report shines a light on the industry's impact in 2017, while offering insights into 2018 economic trends and strategic priorities.
The first session of the 2018 Credit Card Management Series provides information on the state of the current credit card market with a focus on issues critical to those competing with the largest issuers.
Apr 17, 2018
Chris Howard, senior vice president of Callahan & Associates, discusses why spending time today thinking about strategy makes for a more productive planning season in the fall.
Apr 06, 2018
Callahan & Associates welcomes Emmy Hill, retail deposit product manager for UFCU, and Laurie Thomas, member operations manager for Credit Human, for a discussion of how both credit unions — and their members — benefit from a member-sharing agreement.
Mar 30, 2018
Learn how DCU structured its participations program and what key lessons leaders have learned along the way.
Mar 27, 2018
Join Callahan & Associates for a discussion about the overall impact of the credit union movement.
Mar 09, 2018
A strong operation in rural Minnesota helps SouthPoint Financial Credit Union meet members where they are.
Join Steven Devan, CEO, and Paul Schnaubelt, Board Chairman of Easy County Schools FCU for a discussion on how to invigorate a closed field of membership.
Feb 26, 2018
Feb 16, 2018
Join the CreditUnions.com team for our inaugural Innovation Series, where four hand-picked lending solutions providers share their awesome innovations with you.
Feb 15, 2018
Join the CreditUnions.com team for our inaugural Innovation Series, where four hand-picked mobile solutions providers share their awesome innovations with you.
Feb 09, 2018
For credit unions to compete with large-scale and community banks, they must first understand the obstacles that can deter growth and the bottom line.
Feb 08, 2018
Callahan & Associates and Lisa Thompson, vice president of ERM at ORNL, discuss how the $1.9 billion credit union decided a committee was the best way to manage risk across the enterprise, best practices in ERM, and lessons learned.
Callahan & Associates and Wendy Cleveland, SVP/COO at AltaOne FCU, discuss how the $636 million cooperative selected the best core for its growth needs and ensured a smooth conversion process.
Callahan & Associates and Marsha Falkenburg, AVP of people development at Grow Financial Federal Credit Union, discuss how the Florida Cooperative created an in-house program that builds leadership skills and retains ambitious employees.
Callahan & Associates shares key findings from its 2018 Supplier Market Share Guide: Credit Union Core Processors.
In this webinar, Callahan & Associates and Kane County Teachers Credit Union discuss how the $225 million cooperative boosts its bottom line via a diversified revenue stream.
Join Callahan & Associates and Andy Grimm, CEO of Apple FCU for a discussion on the credit union's succession and onboarding plans.
Credit card expert Tim Kolk, discusses what role rewards programs play in building member loyalty and what approaches can cement overall member commitment.
The CreditUnions.com team explores tips and tricks for standing out and reaching credit unions in 2018.
Nov 17, 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.
Nov 16, 2017
Callahan & Associates and Tom Wilson, senior vice president of enterprise data and analysis at OneAZ, discuss the credit union's development of it's data lake, the strategy behind it, and the return OneAZ has already realized.
Nov 08, 2017
Callahan's analysts examine changes in market share at national, regional, and state levels using HMDA data.
Oct 26, 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.
Oct 13, 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.
Oct 06, 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.
Sep 22, 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.
Sep 18, 2017
The case for merging the TCCUSF & NCUSIF and how credit unions can comment on the proposal.
Aug 30, 2017
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
Aug 28, 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.
Aug 15, 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.
Aug 03, 2017
Aug 01, 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.
Jul 26, 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.
Jul 13, 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.
Jun 26, 2017
Callahan & Associates and TwinStar Credit Union discuss the institution's Imagination Lab, how it was implemented, and the successes the Lab has achieved.
Jun 01, 2017
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
May 25, 2017
Callahan & Associates and Dan McGowan discuss the challenges the credit union faced and how the organization has turned things around to become a profitable — as well as enjoyable — place to work.
May 17, 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.
May 04, 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.
Apr 28, 2017
Learn more about Callahan’s ROM metric and which credit unions returned the most value as of fourth quarter 2016.
Apr 07, 2017
Callahan & Associates and Jim Minge discuss how Texas Trust determined its goals, laid out its plan, and worked its 5-year strategy.
Mar 23, 2017
Callahan & Associates and the North Carolina credit union discuss why Coastal cut the fees and how it plans to benefit from the reduction.
Mar 16, 2017
Callahan & Associates wanted to help you prepare to meet and engage your credit union clients and prospects at the CUNA Governmental Affairs Conference (GAC).
Mar 01, 2017
Feb 24, 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
In this webinar, Resource One and Leaders Credit Union discuss the structures and best practices of the their relationship-based pricing programs.
Jan 27, 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
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.
Jan 06, 2017
Callahan & Associates discusses the credit union mortgage landscape using HMDA data to highlight national, regional, and state trends. Plus, learn about the changing face of home ownership and how credit unions can leverage HMDA data to remain competitive.
Dec 14, 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.
Dec 07, 2016
Purdue's GOLD program turns member service reps into universal employees.
Nov 25, 2016
The credit union's checking account for members with sub-600 credit scores provides a needed member benefit while also mitigating risk.
Nov 21, 2016
Nov 18, 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
How crowdfunding provides an actionable game plan for credit unions to help rejuvenate their local economy, and the case for credit unions to get started.
Oct 28, 2016
Callahan & Associates and Lueders discuss what it means to create a culture of accountability and how to create such a culture within any credit union.
Oct 26, 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 Dave Mooney, CEO of Alliant Credit Union, discuss the value of non-interest income, the top and emerging sources, and ways to boost this type of income at your credit union.
Oct 14, 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.
Sep 29, 2016
This webinar, which is open to all credit unions free-of-charge, covers lessons learned from Cognitio, a consultancy specializing in mitigating cyber threats. Presenter Bob Gourley knows the cyber threat landscape firsthand, having spent years in operational cyber security.
Sep 28, 2016
In this session, credit card expert Tim Kolk, from TRK Advisors, provides scorecard templates and discusses how each supports program management across the entire organization.
Sep 09, 2016
See how the credit union uses CUSOs to diversify its sources of non-interest income.
Aug 29, 2016
Aug 25, 2016
Chris Howard, senior vice president at Callahan & Associates, discusses why perspective and alignment matters. Key learnings will include what thinking like a strategist means and what strategists need to know to be effective within any organization.
Aug 17, 2016
Sarah Fassnacht, sales manager of Purdue FCU’s northwestern branch, and Callahan & Associates discuss how the PFED Producers originated millions of dollars from SEG members in 2015.
Aug 11, 2016
Callahan & Associates and Stephanie Sievers, of ANECA Federal Credit Union, discuss how the credit union works with its local startups and the commitment it has made it its community.
Jul 29, 2016
This webinar shares insights gained while facilitating Callahan’s Leadership Team Development course, Disruptive Strategy With Clayton Christensen, offered in collaboration with HBX, Harvard Business School’s innovative online learning initiative.
Jul 22, 2016
Callahan & Associates and Ruth Jenkins, CEO at Heritage Federal Credit Union, discuss how the balanced scorecard has been a game changer for the credit union.
Jul 14, 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.
Jul 01, 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.
Jun 24, 2016
Callahan & Associates and Isabel Gomez, CFO at CommonWealth One, discuss the monthly fee that has helped the credit union encourage higher checking account balances and close inactive accounts.
Jun 23, 2016
Seeing low levels of financial resiliency, the California-based institution created products to help members meet their short-, medium-, and long-term goals.
Jun 15, 2016
Callahan & Associates and Todd Lane discuss how California Coast Credit Union calculated its area's living wage and what that means for its employment strategy moving forward.
May 25, 2016
Learn how credit unions performed in first quarter 2016 and find new opportunities in today's economic environment.
May 24, 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.
May 09, 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.
May 02, 2016
Callahan & Associates and Melissa Vigil discuss where Northwest Community learned about APM and how it incorporated APM principles into its own operations.
Apr 25, 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.
Apr 18, 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.
Apr 07, 2016
Callahan & Associates and Generations Federal Credit Union discuss Generations' onboarding strategy.
Mar 25, 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.
Mar 18, 2016
In its annual webinar, Callahan & Associates gives credit union vendors lessons and strategies to build stronger credit union-vendor relationships.
Mar 09, 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.
Mar 03, 2016
Callahan & Associates analyzes membership, loans, shares, and other growing metrics as a part of Trendwatch 4Q 2015.
Feb 24, 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.
Feb 19, 2016
Learn how credit unions performed in fourth quarter 2015 and find new opportunities in today's economic environment.
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.
Feb 05, 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.
Feb 03, 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.
Jan 27, 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.
Jan 14, 2016
Designing and properly controlling a credit card program is only worth it if this leads to developing an action oriented and high ROI marketing plan for the business.
Dec 30, 2015
Credit card programs are obviously different from all other loan products: they provide open and available credit lines for many years, to be drawn at the cardholder’s discretion, while being completely unsecured.
If one area of credit card product design has changed more than any other over the past few years, it is most certainly the structure and value of loyalty and rewards programs.
The session will include a tutorial on how to develop a profit and loss statement as well as instruction on how to identify what information you need and where to find it.
The 2015 Credit Card Management School, a partnership between Callahan & Associates and TRK Advisors, helps credit unions optimize their card portfolios and better understand the latest trends in program design and management.
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.
Dec 14, 2015
Financial institutions cannot afford to ignore the costs associated with operating a physical network. Credit unions must make smart decisions about branch placement, expansion, and contraction.
Dec 10, 2015
Learn how credit unions performed in third quarter 2015 and find new opportunities in today's economic environment.
Nov 23, 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.
Nov 20, 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.
Nov 12, 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.
Oct 29, 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.
Oct 22, 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.
Oct 08, 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.
Sep 10, 2015
Jay Johnson, executive vice president of Callahan & Associates, offers insider tips on how to create a more engaging, effective strategic planning session.
Sep 01, 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.
Aug 27, 2015
Learn how credit unions performed in second quarter 2015 and find new opportunities in today's economic environment.
Aug 25, 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.
Aug 11, 2015
Scott Patterson, Credit Union Student Choice CEO, shares best practices for connecting with the desirable young adult market.
Jun 25, 2015
Lynda Savoit, senior vice president and chief operating officer of Orange County's Credit Union, and Azul Sanchez, branch manager at its Long Beach location, discuss the credit union's decision to start mapping member experience and how it has allowed the credit union to identify pain points and fix recurring issues.
Jun 23, 2015
An overview on how to make the most out of your Callahan Leadership or Membership subscription.
Jun 15, 2015
Jon Jeffreys, managing partner of Callahan & Associates, discusses the role of innovation in today's financial services space.
Jun 04, 2015
A look at why Lending Club is disrupting so much loan volume and what credit unions can learn.
Industrial Credit Union of Whatcom County shares an important lesson about how to generate excitement within a community.
May 20, 2015
Industrial Credit Union of Whatcom County's senior vice president discusses how it's annual food drive has grown over the past 20 years.
Callahan & Associates analyzes year-over-year loan origination data as a part of Trendwatch 1Q 2015.
May 15, 2015
Learn how credit unions performed in first quarter 2015 and find new opportunities in today's encouraging economic environment.
Kevin Heal, vice president of Callahan Financial Services, discusses how to use the U.S. Treasury yield curve to price loans.
Apr 27, 2015
Asking applicants to submit videos as part of the interview process helps Listerhill Credit Union identify talent with the right mix of skills, personality, and professionalism.
Mar 20, 2015
Listerhill Credit Union reviews how video applications help it find the perfect applicants for a student branch.
Learn how to use the Risk-Based Capital Forecasting Tool in Peer-to-Peer.
Mar 09, 2015
Interra Credit Union discusses a short-term 2% CD it used to test the waters for deposits.
Interra's Chief Strategy Officer discusses a 2% CD the credit union used to increase deposits.
Wright Patt Credit Union's annual Member Savings Race got the community excited about its brand.
Feb 23, 2015
How Wright-Patt Credit Union crafted an event that redefined its brand.
Callahan & Associates analyzes checking account penetration data as a part of Trendwatch 4Q 2014.
Learn how credit unions performed in fourth quarter 2014 and find new opportunities in today's encouraging economic environment.
Tim Kolk leads the introductory session of a management school for credit union card programs in 2015.
Feb 18, 2015
Callahan & Associates chairman Chip Filson and analyst Sam Taft discuss merger pitfalls and alternative organizational designs.
Feb 13, 2015
Callahan chairman Chip Filson and analyst Sam Taft discuss two enormous failed mergers.
Representatives from Purdue Federal Credit Union describe their innovative My Member Perks rewards program.
Feb 12, 2015
Purdue Federal Credit Union describes its successful member rewards program.
Ent Federal Credit Union describes its Realtor education classes.
Jan 30, 2015
Jon Paukovitch from Ent Federal Credit Union describes the Realtor education classes that propel its successful mortgage origination program.
Callahan chairman Chip Filson argues against the revised risk-based capital proposal.
Jan 27, 2015
Callahan chairman Chip Filson and senior analyst Andrew Bolton explore the changes to NCUA's proposed risk-based capital rule.
Jared Dryer, district manager at Bellco Credit Union, discusses how a new branch concept that favors technology and universal staffing models is building member relationships.
Jan 12, 2015
Bellco Credit Union's district manager shows what its high-tech branch concept looks like.
Educators Credit Union discusses the Leadership Educators internal training program.
Dec 22, 2014
Educators Credit Union discusses the strategy and results behind a training program that creates an internal ladder to leadership.
Callahan chairman Chip Filson and analyst Janet Lee analyze total current price risk and short-term liquidity as a percentage of shares.
Callahan & Associates chairman Chip Filson and industry analyst Janet Lee discuss how to examine a credit union's ALM trends and identify how those trends compare to peers.
Dec 08, 2014
Callahan & Associates managing partner Jon Jeffreys, DCU CEO Jim Regan, and Growthfountain CEO Ken Staut discuss the potential for credit unions and crowdfunding.
Nov 20, 2014
Callahan COO Alix Patterson and industry analyst Andrew Bolton discuss national mortgage industry trends and measuring impact in a specific market with HMDA data.
Callahan's quarterly Trendwatch presentation is now available. Learn how credit unions performed in 3Q14 and find new opportunities in today's encouraging economic environment.
Nov 17, 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.
Nov 11, 2014
Mark Wild, SVP of Lending at Security Service Federal Credit Union talks about the dealer relationships that make its strong indirect program possible.
Oct 29, 2014
Tim Rowe of Member one Federal Credit Union talks about its huge success switching to a flat rate for indirect auto loans.
Oct 22, 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.
Oct 07, 2014
Jay Johnson, managing partner of Callahan & Associates, describes macro environment trends, how these may affect 2015 assumptions, and potential scenarios to be ready for.
Oct 01, 2014
Ross Swartwout, Senior Designer and Social Media Specialist at BECU, discusses the credit union's social media program in this Leadership Series webinar.
Tim Kolk of TRK Advisors discusses credit card program reporting strategies in this Credit Card Management School webinar.
Sep 03, 2014
In its quarterly Trendwatch webinar, Callahan & Associates discusses economic trends and the good news in loan growth.
Sep 02, 2014
Callahan & Associates discusses competition and strategies in the delivery channel space.
Aug 25, 2014
Callahan & Associates talks about the credit union opportunity to grow market share among Generation Y members.
Five tips to make the most of credit union strategic planning sessions.
In response to the Ice Bucket Challenge from Element Federal Credit Union, employees of Callahan & Associates take to the streets of Washington, DC, to call out local credit unions.
Aug 19, 2014
HarborLight Credit Union talks about running a youth advisory board to lower the average age of its membership.
Jul 24, 2014
MECU's incoming CEO Gary Martin talks about his credit union's community outreach strategy.
Jul 14, 2014
MECU's incoming CEO Gary Martin talks about the steps he took to prepare for his new role as CEO.
Incoming MECU CEO Gary Martin and outgoing CEO Bert Hash, Jr. talk about how the credit union pulled off a smooth transition of power.
Outgoing CEO Bert Hash, Jr. talks about how he's built relationships with board members during his 17-year tenure at the helm of MECU.
We discus student-run branches with MECU senior vice president Patricia Roberts.
Army Aviation Center Federal Credit Union discusses its memberships need for EMV cards and the steps it took to satisfy those needs.
Jun 13, 2014
Virginia Credit Union discusses the process it recently went through to convert its credit card portfolio to EMV.
Jun 06, 2014
Callahan's quarterly Trendwatch presentation is now available in its entirety. Learn how credit unions performed in 1Q14 and find new opportunities in today's economic environment.
May 27, 2014
Craig Hall, vice president of electronic services for Sandia Laboratory Federal Credit Union, shares his organization’s experiences as an early adopter of EMV.
May 14, 2014
A panel discussion on the most comprehensive and consequential regulation ever proposed for credit unions.
Apr 30, 2014
Greg Wineland talks about growing the commercial lending program at Hope.
Apr 11, 2014
Pearl Wicks talks about the services provided by the Hope Enterprise Corporation after the destruction of Hurricane Katrina.
Richard Campbell talks about the goals of the credit union and the realities of serving a poor, underbanked population.
Alan Branson talks about Hope's branch footprint and breaks down its departments and employees.
Ed Sivak talks about his role identifying policy issues of importance to the credit union.
Scot Slay talks about the growth of Hope Credit Union and the unique market it serves.
Shirley Bowen talks about the changes she's seen in Hope's mortgage lending prgram.
Suncoast Credit Union discusses the challenges and opportunities presented during its 2013-2014 rebranding effort.
Mar 27, 2014
Heritage Federal Credit Union provides insight on how it leverages research and data into improved member relationships.
Mar 20, 2014
Financial Partners Credit Union discusses the challenges of re-launching a credit card program after selling its portfolio a decade ago.
Mar 14, 2014
Callahan's quarterly Trendwatch presentation is now available in its entirety. Learn how credit unions performed in 2013 and find new opportunities in today's economic environment.
Feb 25, 2014
Carla Altepeter, CEO of Numerica Credit Union, talks about her credit union's culture change and aligning project management to achieve organizational goals.
Feb 21, 2014
Ashley Kohlrus, Chief Experience Officer at Allegacy Federal Credit Union, speaks with Callahan & Associates regarding her credit union's challenges and attempts to improve member experience.
Feb 11, 2014
When managed sensibly, credit cards can provide disproportionate returns to the credit union.
Feb 03, 2014
Credit unions grew their credit card portfolios during the recession but still have plenty of opportunity to capture greater market share.
Tim Kolk explains how the recession was "pretty good" to credit unions in regard to credit card growth.
Steve Bugg talks about Heritage Federal's strategy for improving performance across the institution.
Jan 28, 2014
Amanda Koester talks about Heritage Federal's strategy for meeting goals in its branches.
David Milligan talks about the evolution of the credit union's mobile and online banking platforms.
Steve Bugg talks about the evolution of the Heritage Federal brand.
Dion Koop talks about Heritage Federal's investment strategy and the credit union's goals in 2014 and going forward.
Board chair Stephen Crow talks about the makeup of the board at Heritage Federal, its responsibilities, and how the board stays current on changes in the industry.
John Phipps talks about Heritage Federal Credit Union's lending strategy coming out of the recession and its portfolio going forward.
Barbara Winstead explains the responsibilities of the human resources and employee development department at Heritage Federal. She also talks about the changes she's seen during her time with the credit union.
CEO Ruth Jenkins talks about how reward programs help build member loyalty.
CEO Ruth Jenkins talks about the branching strategy at Heritage Federal.
John Janclaes, chief executive at Partners Credit Union, speaks with Callahan & Associates in our newest webinar to discuss how he develops future leaders inside the credit union.
Jan 16, 2014
Money guru Jean Chatzky and SavvyMoney partnered with the Maryland & D.C. Credit Union Association to offer some financial help at the 2014 D.C. Fitness Expo.
Jan 15, 2014
In Callahan & Associates' newest webinar, Mazuma Credit Union discusses how it uses its content marketing strategy-a blog-to chronicle its HQ location move across state lines.
Dec 17, 2013
In Callahan & Associates' newest webinar, we analyze and identify search engine optimization strategies that credit unions can implement to improve their web presence.
Dec 06, 2013
Todd Kern, CMO Elevations Credit Union discusses successful social media strategies and what his credit union is doing in Callahan & Associates' newest webinar. NOTE: The audio quality declines around the 37-minute mark.
Dec 05, 2013
This week, Alix stumps Steven with a question about core processing market share.
Nov 27, 2013
Tim Kolk of TRK Advisors provides information on the state of the credit card market with an emphasis on the three reasons credit unions should ensure their credit card programs are running at full speed.
Nov 26, 2013
Steve VanSickler from Silver State Schools Credit Union shares his strategies for boosting purchase mortgages.
Nov 22, 2013
Callahan's quarterly Trendwatch presentation is now available in its entirety. Learn how credit unions performed in third quarter 2013 and find new opportunities in today's economic environment.
Nov 19, 2013
A conversation between Alix Patterson and Steven Rubin where they discuss this week’s features and present a numbers quiz.
Nov 15, 2013
Key Takeaways from our 2013 Marketing Budget Survey
Nov 11, 2013
Callahan & Associates discusses how credit unions can use Mortgage Analyzer to better understand their local mortgage markets.
Oct 29, 2013
Seeman talks about income, tight margins, and how to remain competitive in a low interest rate environment.
Callahan & Associates demonstrates how Mortgage Analyzer helps credit unions better understand their local mortgage markets.
Oct 24, 2013
Devasir's goal at SPIRE is to make things efficient. To accomplish that the credit union plans to bring new technology directly to members.
Oct 22, 2013
Schrader oversees everything from loan volume production to compliance, loan-loss, delinquency, and collection. Here he shares the credit union's consumer lending goals and its strategy for reaching them.
Oct 18, 2013
Though new to the institution, Sandy has become an integral part of the marketing team. Here he discusses his role in the marketing strategy at SPIRE and the importance of advancing technology, but remaining member focused.
Oct 17, 2013
Stoltz shares the history of SPIRE as well as the keys to success in his role as CEO and president.
Oct 16, 2013
NorthCountry Federal Credit Union saw an opportunity to help northern Vermont employers by making payday advance solutions available.
Oct 15, 2013
On Monday, September 30 Secretary Duncan spoke to the National Press Club in Washington, D.C. about the current state of education and the improvements that need to be made. How can credit unions help all students attain a quality education?
Oct 02, 2013
POLITICO chief economic correspondent Ben White talks with House Minority Whip Rep. Steny Hoyer (D-Md.) about the future of the Fed and what a continuing resolution deal might look like.
Sep 19, 2013
Learn more about Members' Choice CU small business lending program. They discuss the pros and cons of different lending models.
Sep 04, 2013
An overview of second quarter 2013 credit union performance and general economic outlook.
Aug 26, 2013
Maps Credit Union ($460M; Salem, OR) is a leader in online and mobile technology, and has created an impressive array of CUSOs to support its operations as well as the those of its peers.
Jul 22, 2013
Northwest Community Credit Union is moving its headquarters to downtown Eugene, OR, in hopes it will help revitalize an under-utilized area.
Jul 01, 2013
Learn how one credit union’s partnership efforts between marketing and training have resulted in a culture of whole life learning that benefits employees and members alike.
Jun 28, 2013
Learn how one credit union has begun shifting marketing dollars to new and more progressive channels, such as targeted Pandora and Facebook ads, and how this transition impacts other parts of the organization.
Jun 25, 2013
Learn how one credit union built a technology-laden “branch of the future” for less than a $225,000 and is reaping the benefits.
Creditunions.com sat down with attendees at Callahan & Associates' CLO round table May 10 at the Omni Shoreham Hotel in Washington, D.C. to find out what products and services credit unions are focusing on in 2013
Jun 19, 2013
Blankfein sat down with POLITICO's chief economic correspondent Ben White to discuss the state of the economy and the U.S. government's role in its recovery.
Jun 14, 2013
Learn how one credit union has invited educators and students to participate in “job shadow” events to better understand what skills are most needed in the workplace.
Jun 06, 2013
An overview of first quarter credit union performance and general economic outlook.
Jun 03, 2013
Creditunions.com sat down with attendees at Callahan & Associates' CLO round table May 10 at the Omni Shoreham Hotel in Washington, D.C. to find out what growth opportunities they see for their credit unions in 2013.
May 27, 2013
The nationally-syndicated Washington Post writer recently sat down with Callahan & Associates to discuss credit unions, personal finance, and reaching underserved populations.
May 01, 2013
Apr 25, 2013
Learn how one credit union revamped its brand by focusing internally to ensure the right tools and service methods were in place to deliver on its promise before it went public.
Element Credit Union looks toward vendor partnership to better serve its members.
Apr 24, 2013
Element Credit Union introduced paperless operations to increase member interaction in its branches.
Apr 17, 2013
Learn how Randolph-Brooks FCU continues to deliver personal service through new technology platforms. Find out how members have responded to video conferencing within the branches and how the credit union has benefited from the increased efficiency the solution provides.
Apr 15, 2013
Element uses call-ahead services to make the most of its technology, as well as its members' time.
Apr 10, 2013
Element Federal Credit Union strives for a 90% loan-to-share ratio by providing new options for members.
Apr 03, 2013
Learn how one credit union grew from #5 to #1 in local deposit market share and increased loan & membership growth by pursuing loyalty.
Apr 02, 2013
Linda Bodie, CEO of Element Credit Union, looks to outside technology services for inspiration on how to improve member service.
Mar 29, 2013
Learn how one credit union has achieved strong organic growth by implementing a targeted, data-driven marketing strategy.
Mar 28, 2013
In this short Q&A, Kelli Hawkins, Communications Manager at Numerica Credit Union ($1.2B, Spokane, WA), shares how a video contest is helping the credit union reach out to its younger members.
Mar 27, 2013
Element Federal Credit Union has been balancing its virtual channels and two physical branches to serve its state-wide member base.
Mar 22, 2013
Mar 21, 2013
Justin Curcio, EVP and COO of Darden Employees Credit Union, oversaw converting Orlando's Multimedia CU to a nationwide, virtual credit union for all Darden Restaurant employees.
Mar 11, 2013
Bill Lawton, President & CEO with Community Financial Credit Union, shares what he believes has led to his credit union achieving a 109% loan to share ratio.
Mar 04, 2013
Learn how one credit union has made being the best place to work one of its strategic goals and discuss the benefits it has reaped as a result.
Mar 01, 2013
Jay Murray, CEO of Mid-Atlantic Corporate FCU, shares his ideas for regulation reform at the annual Governmental Affairs Conference in Washington, DC.
Feb 27, 2013
Chip Filson, Chairman of Callahan & Associates, announced Monday a major initiative: A New Vision for Cooperative Regulatory Leadership for the 21st Century.
Feb 26, 2013
Chip Filson, Chairman of Callahan & Associates, shares his WhiteHouse.gov petition drive to change the way Washington selects NCUA Board members.
In this Q&A with Brooke Rodriguez, AVP of Marketing at Darden Employees Federal Credit Union ($28.8M, Orlando, FL), Rodriguez shares the strategy behind a successful video used to onboard new members.
An overview of fourth quarter credit union performance and general economic outlook.
Feb 15, 2013
Darden Employees FCU utilizes it's SEG internal communication channels to reach each new employee-and new member.
Feb 14, 2013
Darden Employees FCU's CEO shares how the credit union grew out of a struggling SEG in its Orlando community.
Feb 13, 2013
Before fourth quarter data rolls out, catch up on these two record-breaking credit union benchmarks.
During this 30-minute webinar, Callahan & Associates discuss how to maximize the value of your Leadership Program membership - and what new resources to expect in 2013.
Feb 08, 2013
Learn how Tropical Financial CU’s self-funded healthcare program differs from traditional health insurance plans and why the credit union elected to implement a self-funded plan nearly twenty years ago.
Feb 01, 2013
Mike Sacher reviews the changes to allowance accounting regulation, as well ascurrent trends in delinquency and coverage ratios.
Jan 30, 2013
Jan 25, 2013
Learn how to develop a win-win relationship with local colleges to attract and nurture young talent while broadening your own cultural make-up. Find out how this program and others like it can help promote the credit union industry among students and reap big benefits for your organization.
Jan 24, 2013
Mike Sacher and Alix Patterson review issues related to the allowance for loan losses including the latest data on credit union asset quality trends, given the recent changes in regulatory reporting, and what credit unions need to consider for the coming year.
Jan 18, 2013
The CEO of Members 1st uses his humor in the credit union's "Advice Guy" campaign, turning him into a local celebrity.
Alix Patterson, COO of Callahan & Associates, highlights the new features we’ve added since the launch of the Media Suite, guides you through your own performance analysis, and trains you on using the peer comparison tools.
Dec 18, 2012
An Australian credit union combines multiple marketing channels to increase credit card applications by 20%.
Dec 17, 2012
Honda Federal Credit Union shares how they have become their sponsor’s financial institution of choice through positive relationship building and offering a better deal on the products and services the business required.
Dec 10, 2012
Mark Ritter, VP of Business Lending Sales, shares how Members 1st created an annual Business Services Workshop to network and increase its participation program.
Jay Johnson, EVP of Callahan & Associates, shares the top 3 takeaways from 3Q12 credit union performance data.
Nov 28, 2012
Public Employees Credit Union in Austin, TX, draws members with football-themed commercials.
Nov 26, 2012
Monthly employee training at Members 1st ensures credit union representatives present a consistent brand standard at the many community events the credit union participates in.
Nov 19, 2012
An overview of third quarter 2012 credit union performance and general economic outlook.
Nov 16, 2012
Before third quarter data rolls out, here are three key things to remember about second quarter successes.
Nov 12, 2012
American Heritage FCU's CEO shares the credit union's Personal Automated Teller strategy.
Nov 05, 2012
Learn how Members 1st has transformed its own culture and why their systematic approach is now paying big dividends.
Nov 02, 2012
A video promotion series targeting Gen Y is a creative way to attract new membership.
Oct 31, 2012
Credit unions increased new auto loans during 2Q12, the first growth since 2007.
Oct 29, 2012
Through ongoing tracking of their Net Promoter Score, Educators Credit Union was quick to discover when their new member experience was falling short. Learn how their actions helped boost loyalty and increase checking penetration while reducing single service households at their two initial target branches.
Oct 22, 2012
By offering a straightforward process and fee structure, Members 1st added $8 million to its construction and development portfolio in 2Q 2012.
Centralized underwriting and diligent quality control ensures loan at Members 1st remain consistent with credit union standards and compliant with regulatory requirements.
Oct 15, 2012
Managing investment portfolios in the current environment isn’t the same as a few years ago. Walk away with a deeper understanding of all aspects of the portfolio to help pull through today’s economy.
Oct 09, 2012
Members 1st found that its 51 branches are crucial for business lending and attracting new members.
Oct 08, 2012