Callahan's Virtual Roundtable:

Small Business Services

Thursday, May 1 | 2:00 PM ET

Have you launched or are you considering launching small-business services?

Credit unions are expanding into small-business services in a rapidly evolving economy where many individuals juggle multiple jobs or own small businesses. Join us for a 90-minute discussion on why credit unions are uniquely positioned to meet these members’ needs, the products being developed, staffing considerations, and key challenges facing this entrepreneurial segment.

What's On the Agenda?

Each event is segmented by department and attendance is capped, so you’re guaranteed to walk away with relevant information and ideas. You’ll have the opportunity to pose questions, receive feedback, and engage in open dialogue with fellow executives to share how your credit union is responding to the needs of members and employees. Here are topics already submitted:

Understanding Small Business Needs: How do you tailor products and services to meet the unique needs of small businesses?
Technology and Digital Banking: How are you leveraging technology to enhance small business banking services?
Staffing and Expertise for Small Business Services: What staffing strategies and skill sets are essential for effectively serving small business members?
Future Trends and Industry Challenges: What are the most pressing financial challenges small business members face today? How are evolving regulations influencing the way credit unions serve small businesses?

The agenda is completely controlled by attendees to encourage beneficial discussions around top-of-mind topics. Have something you’re dying to discuss? Let us know!

Who Should Attend?

This roundtable is intended for the senior-most executive that oversees relevant initiatives at your credit union. However, we know each institution is unique, so if you are unsure who should attend, let’s chat about it! Due to the popularity and limited space, we kindly ask that you register no more than one person from your credit union.

*Our roundtables are open to those with a subscription that contains roundtable access, and over 200m in assets.