Keep the Investing In-House: Winning back wealth management before Robinhood, SoFi, and Chime do
A free webinar brought to you by CUNA Strategic Services and Eko
Content
Participation Loans for Credit Unions: How to mitigate your risk as a participant
By David Etter, Director, Wipfli
Test Your 2027 Plan Against One New Member's First Year
By Amanda Marshall, Vice President of Marketing, ADVANTAGE
Your Communication Strategy Shouldn’t End at Onboarding
By Ivan Peña, Vice President of Checking Acquisition, ADVANTAGE
Attaching Behavioral Intelligence to Your 2027 Goals
By Alex Jimenez, Managing Director, Consulting, Finalytics.ai
To Thrive in a Changing Industry, CUs Need to Align Succession Planning With Overall Strategy
By Amanda Erickson, Wipfli
