Webinar Wednesdays
Bringing expert knowledge and fresh ideas to credit unions monthly
Stay informed and inspired with CCUA's Webinar Wednesdays, a monthly virtual series featuring expert-led sessions on essential topics for credit unions. Each month, gain fresh ideas, innovative solutions, and actionable strategies to help credit unions succeed in an ever-changing landscape. Browse our archive of past webinars for key takeaways and insights, or register for upcoming sessions led by industry experts.
Tackling Fraud Together: Introducing the CCUA Identity Trust Hub Powered by FiVerity
This webinar highlighted innovative approaches to fighting fraud in the financial industry. Participants learned about the Identity Trust Hub, a cutting-edge solution designed to strengthen fraud prevention efforts and foster trust. Key topics included emerging fraud trends, actionable strategies for protecting your organization, and how FiVerity’s technology is reshaping fraud detection.
Increase Your Share of the $70T Retirement Wallet
There are 2 retirement decisions that drive untapped 25+ year revenue opportunities for credit unions. 99% of members enroll in Social Security (25 yr direct deposit stream) and Medicare (annual non-interest income) but credit unions don’t actively support these journeys. Today credit unions are capturing less than 20% of the retirement direct deposit opportunity and less than 1% of the Medicare opportunity.
Silvur CEO Rhian Horgan and Silvur's Head of Partnerships, Stef Luck joined forces for an insightful webinar exploring how to engage your largest deposit holders and grow your share of their wallet during retirement.
AI, Digital Engagement, and Financial Wellness
Financial wellness goes beyond saving and investing—it's about navigating life's financial milestones with confidence. In this session, Margaret J. Hartigan, CEO of Marstone, shared a groundbreaking approach to financial empowerment, integrating personalized checklists, AI-driven insights, and educational resources.
With younger generations seeking holistic financial guidance, credit unions are uniquely positioned to meet this need. Research shows that 73% of younger investors prefer an integrated approach to banking, trust, and wealth management, yet many remain uncertain about their financial steps. Marstone is bridging the gap, equipping individuals with the tools to take control of their financial future while strengthening member engagement for institutions.
The session also highlighted the collaboration between Marstone and AltaOne Federal Credit Union, bringing a seamless digital wealth management solution to its members.
Microsoft Copilot: Practical Uses and AI Governance
This session featured Pure IT’s Senior M365 Engineer, Michael Rhode, and focused on the practical applications of Microsoft Copilot within credit unions. Real-world use cases and demonstrations were presented to illustrate how Copilot was used to streamline operations, improve efficiency, and maintain compliance and security through AI-driven solutions.
Building Tomorrow’s Workforce Today: How Paid Internships Can Solve Your Talent Pipeline Problem | April 30, 2025
Learn how the Opus Edge program is reshaping the future of hiring by connecting credit unions with college students trained in fraud detection, credit analysis, digital media, and more—before they graduate. This recorded session explores how paid internships can do more than fill short-term gaps—they can drive long-term growth, boost retention, and cut training costs.
In this session, you’ll learn:
- Why 87% of employers say today’s college grads aren’t work-ready—and what you can do about it
- How Opus Edge builds your employee pipeline, improves retention, and cuts training costs
- How credit unions benefit
- How our university and educational partners assist in finding qualified students
This is more than an internship—it’s a blueprint for the future of hiring in the credit union space.
Navigating Change: Empowering Yourself and Your Team
Change is constant—but navigating it successfully takes practice. In this Webinar Wednesday session, Rachel Breitbach, Senior Advisor and Practice Lead at FarWell, explores the human side of change, beginning with strategies to strengthen personal resilience. The session then turns to the role of leadership in supporting teams through transition, offering tools to reduce resistance and foster a culture of adaptability in the workplace.
Winning Wallet Share: Next Generation of Member Retention
Credit unions know the power of personal connection—but how do those connections translate in a digital-first world?
In this insightful on-demand webinar, Sparrow CEO and credit union technologist Harrison Hochman shares how leading credit unions are redefining member retention for today's disengaged segments, including Gen Z, Millennials, indirect members, and dormant accounts.
Watch now to learn how to:
- Recreate the magic of in-person moments through digital channels
- Compete effectively—no matter your credit union’s size
- Apply proven tactics already driving success nationwide
- Build deep, long-term loyalty through smart engagement strategies
Rethinking Disputes with AI: Fast Resolutions that Earn Loyalty and Reduce Losses
Disputes don’t have to drain resources or damage relationships. In this compelling on-demand session, Casap Co-Founder & CEO Shanthi Shanmugam reveals how credit unions are using AI to take control of fraud, streamline dispute workflows, and turn frustrating moments into loyalty-building opportunities.
Tune in to discover:
- How one credit union cut losses by 51% with AI
- Ways to flag dispute abuse earlier and act faster
- Proven strategies for boosting efficiency and service
- How AI is transforming disputes from a cost center into a strategic advantage
See what’s possible when innovation meets impact—and why more credit unions are rethinking the dispute process from the ground up.
Are Dashboards Dead? Rethinking Data Access for Credit Unions
Explore the future of data-driven decision-making in this engaging session. Discover the critical differences between two powerful approaches for accessing credit union insights: Interactive Dashboards and Natural Language Queries with Generative AI. Gain insights into how each method can transform leadership’s access to information—moving from static reports to dynamic, real-time analysis. Understand the impact on decision-making, explore practical examples, and learn strategies for building trust in the results to ensure confidence in your data insights.
Presenters: Katie Eagan, COO, and Luke Ratliff, Training & Enablement Manager, from Arkatechture
Shared Branch Fraud: Emerging Threats and How Credit Unions Can Stay Ahead
Shared branching has long stood as a powerful example of credit union cooperation, giving members nationwide access to convenient services while reinforcing the "people helping people" philosophy. However, with that expanded access came increased risk. Fraudsters have been exploiting the very convenience members rely on, using social engineering, stolen identities, and sophisticated schemes to target shared branch networks.
This session explored the latest trends in shared branch fraud and highlighted how credit unions can work together to detect, prevent, and respond to these evolving threats. Attendees gained insight into how data, technology, and frontline training play a critical role in combating fraud—and why collaboration across the network is more essential than ever. The discussion provided actionable strategies to strengthen fraud defenses while continuing to deliver the shared access and service members expect.
Presenters: Zak Huff, Risk Strategy Manager at Velera
Strengthen Your Credit Union Talent Pipeline with Succession Planning | August 20, 2025
The next 10 years are critical for the financial services talent shortage. By 2030, all baby boomers will reach the retirement age of 65. And by 2035, Gen X will comprise only 21% of the workforce.
Credit unions are already facing difficulty in acquiring talent — especially talent who understands the industry’s complex regulations and emerging technology. As the U.S. continues to have a significant labor shortage, institutions must secure their future workforce through effective retention practices, including but not limited to succession planning. Growing and developing current employees is the key to future stability.
Who should attend: credit union executives, human resources professionals, board and supervisory committee members
Succession planning gives your organization access to vital talent while helping you drive engagement, retention and your desired workplace culture. In this webinar, we look at how credit unions can build an effective succession plan, including:
- Common planning pitfalls to avoid
- Critical elements to include in your plan
- Essential skills for future leaders
- Leveraging fractional C-suite outsourcing
Presenters: Barbara Low, RODC Senior Manager & Robert H. Zondag, CTP Partner at Wipfli
Building a Balanced Approach to Innovation | September 17, 2025
Imagine innovation as a seesaw. On one side, you've got exciting, bold new ideas; on the other, tried-and-true improvements. We'll chat about balancing these to keep your innovation seesaw fun and effective, ensuring you're always moving forward without tipping over.
Key Takeaway: Balance in innovation keeps you moving steadily forward — enjoy the ride!
Presenters: Jeffrey Dillon, VP Digital Capabilities & Experience at TruStage
Real-Time Personalization & Conversion Boost for Credit Unions | September 17, 2025
Credit unions today face urgent digital challenges—members expect seamless, personalized online service, yet only ~15% of digital applications are completed. In this session, Finalytics.ai will demonstrate how its AI-driven platform addresses these pain points by delivering real-time, “segment-of-one” experiences that adapt to each visitor’s intent. The result: measurable improvements in digital engagement, including 3x higher conversion rates and double-digit increases in application pull-through.
Presenters: Craig McLaughlin, CEO & Baron Conway, Chief Strategy Officer at Finalytics.ai
AI Meets Empathy: Protecting Older Members Before Fraud Hits | September 24, 2025
Older adults, who comprise 66% of all deposits, face $60 billion in elder fraud every year - a number that continues to rise. The threat is already here, are you prepared to protect your members? It’s time to get ahead of the crisis. In this webinar, you'll learn how to move from reactive to proactive protection with smarter fraud detection, early intervention tools, and a member-first approach. Explore how Carefull’s AI-powered approach bridges technology with empathy to protect members today while earning loyalty across generations.
Join Carefull for this webinar to learn proven strategies for protecting your members from financial fraud while deepening long-term relationships. See how your credit union can empower members, enhance trust, and lead in member security and experience.
Presenters: Todd Wascom, VP of Sales at Carefull
How Internal Talent Mobility Creates Long-Term Leadership Excellence | November 19, 2025
Research shows that a culture of “internal mobility” can help employers develop and retain better leaders who drive growth. This session will help your credit union break out of a top-down pyramid-shaped succession plan, and create a program that engages, retains, and develops your best talent.
Key Takeaway: Fostering a culture of internal talent mobility not only cultivates leadership excellence but also ensures the retention and development of top talent within credit unions. By moving beyond traditional hierarchical succession planning to a more dynamic, engaging program, credit unions can unlock growth and innovation from within.
Presenters: Peter Sullivan, Executive Benefits Specialist at TruStage
Driving Forward: Automotive Industry Trends & Credit Union Opportunities | December 17, 2025
This session will forecast trends in the automotive industry including market trends, tariffs, EV's, embedded finance, and more. Credit unions can and will compete in the market to grow loans and serve members in a changing landscape.
Presenters: David Adams, Senior Vice President of Lendor Client Experience at Orgience
