LIVE WEBINAR
COMING OF AGE: COMPETING IN TODAY'S TECH LANDSCAPE

ABOUT THIS WEBINAR


WHEN?
Wednesday, February 7 | 2:00 PM ET


YOU WILL LEARN:

  • A historical look at credit union performance in lending, efficiency, and technology spend and what it means moving forward.

  • Why managing across multiple systems interferes with your credit union's growth.

  • How Community Choice Credit Union has changed their technology focus to enhance how they service their members and streamline internal processes, and the process they go through in determining their needs.

  • Tips on what to look for to gain efficiency and cost savings in your technology strategy.

OUR SPEAKERS

Milind Pathak, Senior Director, US Core Platforms and Integration, Finastra

Milind Pathak has more than 20 years of experience serving credit unions and community banks with the financial applications products and services they need. Most of his work experience has been working directly with these clients which has helped him to understand challenges they face in competing with large institutions, but also to see the advantages they have because of the longstanding relationships they have built in the communities they serve.  

Josh Cook, COO, Community Choice Credit Union

Josh Cook is considered a visionary leader and creative thinker. During his 16 years at Community Choice Credit Union, he has gained considerable attention for his creative work and behavioral economics tactics. Perception thinking is cornerstone to Josh’s approach to sales success and believes that successful product sales most often exist due perception not reality.
Sam Taft, AVP of Analytics, Callahan & Associates

Sam Taft is AVP of Analytics at Callahan. He leads the company's team of analysts and contributes to the market share guides, white papers, state performance reports, and more. Sam’s keen focus on mortgage data and markets makes him a go-to resource for real estate lending trends and forecasts. Before joining Callahan, Sam worked as an investment banking analyst for Quarton Partners. Prior to Quarton Partners, Sam was an analyst at W.Y. Campbell & Company, a Detroit-based middle-market investment bank.

REGISTER
February
07
Callahan & Associates | 1001 Connecticut Ave. NW, Ste. 1001 | Washington, DC 20036
Contact Us: 800.446.7453
Join Milind Pathak, Senior Director of US Core Platforms and Integration at Finastra, Josh Cook, COO of Community Choice Credit Union, and Sam Taft, AVP of Analytics at Callahan & Associates, for an upcoming webinar, Coming Of Age: Credit Unions Must Position Themselves Now To Compete In Today's Tech Landscape.


Credit unions were built on being a primary source for personal loans to members. Now it takes more to survive in the market. The modern credit union has seen the need to expand how it plays in the financial services market as well as how it benefits its members. And with today's reliance on technology, credit unions have found that they must adapt and invest in non-traditional products and services to keep up with banking competitors.


This webinar will include a financial overview from Callahan & Analysts plus a rare Q&A with Community Choice Credit Union regarding their experience competing in today’s tech landscape.*