Registration Now Open for ALM First’s 2025 Derivatives Symposium

April 9th, 2025021 Dallas, TX – Registration is now open for ALM First’s 2025 Derivatives Symposium—a premier in-person mini-conference designed for treasury and risk professionals to deepen their understanding of derivatives programs and explore cutting-edge strategies for managing interest rate risk and enhancing financial performance.   The event will be held June 16 – 17, 2025 at the Hotel Vin in Grapevine, Texas, conveniently located just minutes from Dallas-Fort Worth (DFW) airport.   “The Derivatives Symposium was designed to deliver professional education in a timely and highly actionable manner,” says Alec Hollis, CFA,...

Alloya’s Loan Participation Platform Exceeds $3 Billion

April 9th, 2025015 Naperville, Ill. – Alloya is proud to announce that its Loan Participation Platform recently exceeded $3 billion in loan participation transactions. In 2021, Alloya’s Loan Participation Platform transformed what was once a time-consuming manual process into a centralized marketplace with fully automated transactions, quickly connecting buyers and sellers and reducing processing time from weeks to just days. “The success of our Loan Participation Platform is a testament to Alloya’s innovative spirit and commitment to members,” said Todd Adams, Alloya’s CEO. “Motivated by our mission of supporting credit union success, we...

FI CONNECT FUNDS $1 BILLION IN LOANS ITS INAUGURAL YEAR

April 4th, 202508 New embedded financing solution revolutionizes credit union financing, creating 23,833 new members and offering instant funding through FedNow. Irvine, Calif.– Origence, the leading credit union lending technology company in the U.S., announced its subsidiary, FI Connect, funded $1 billion in Tesla purchases in its first year of operations. FI Connect offers credit union financing options to national retailers, providing borrowers with affordable solutions with embedded financing. In its inaugural year, the company enabled embedded financing opportunities for 34 credit unions, processing 24,839 total loans and creating 23,833 new credit...

Callahan & Associates Celebrates 40 Years Of Credit Union Impact

April 4th, 202507 Washington, DC – Callahan & Associates proudly marks its 40th anniversary, celebrating four decades of innovation, leadership, and commitment to serving the credit union industry. Since its founding in 1985, Callahan has been at the forefront of industry transformation, providing data-driven insights, strategic guidance, and fostering collaboration among credit union leaders nationwide. Founded by industry visionaries Ed Callahan, Chip Filson, and Bucky Sebastian, Callahan has grown from a small startup into a trusted partner serving more than 750 credit unions and 200 industry vendors across the country. What began as a mission to...

USCA and SRP Federal Credit Union Unveil New Pacer $mart Classroom

March 27th, 2025010 Aiken, SC – Representatives from SRP Federal Credit Union and the University of South Carolina Aiken gathered on March 21 to celebrate the unveiling of a newly designed classroom and hallway dedicated to financial education at the university. The new learning space will host Pacer $mart, a financial education program created in partnership between SRP and USCA’s School of Business Administration. Designed to equip college and high school students with financial knowledge, the program covers key personal finance topics, including budgeting, saving, credit, investing, insurance, taxes, and economics. “The Pacer $mart program is a...

2025 ALM First Financial Institute Wraps Up with Actionable Balance Sheet Strategies after 3-Days of Learning

March 27th, 2025010 Dallas, TX – The 2025 ALM First Financial Institute wrapped up yesterday after three days of educational sessions at The Ritz-Carlton Dallas, Las Colinas. ALM First’s experts closed the industry-leading conference with general sessions focused on Opportunities in the Secondary Loan Market, Mergers & Acquisitions, and Enterprise Risk Management: A Strategic Holistic Approach. The conference also included in-depth sessions categorized into three learning tracks, Board, Fundamental, and Funds Management—featuring paths for both balance sheet and investment portfolio management professionals—which were customized to meet the...

Chartway Credit Union Named 2025 Diamond Awards Recipient Amid Record-breaking Competition

March 27th, 2025016 Press release courtesy of America’s Credit Unions AUSTIN, TX – Chartway Credit Union was among 180 credit unions nationwide named as winners of the prestigious Diamond Award, the Marketing, PR & Development Council’s annual competition for marketing excellence. Chartway received the following recognition: a Category’s Best Diamond Award in the category of Foreign Language or Multilingual Campaign for a 2024 ITIN lending for the Hispanic community campaign which helped Hispanic individuals with an Individual Taxpayer Identification Number (ITIN) obtain a loan for a home or automobile while building trust for Chartway within...

ORIGENCE ANNOUNCES AI FUTURIST STEVE BROWN AS A KEYNOTE SPEAKER FOR LENDING TECH LIVE ’25

March 27th, 2025014 Former Google DeepMind Leader and Intel Futurist to Share Insights on AI’s Impact on Lending. Irvine, CA, March 27, 2025 – Origence, a leading provider of lending technology solutions, announced AI futurist Steve Brown as a keynote speaker for its Lending Tech Live ’25 conference, scheduled for June 16-18, 2025, at the Omni Nashville Hotel in Nashville, Tenn. Steve Brown will deliver a keynote session titled “AI now and next: Getting ready for the future of AI.” In this session, he explains AI in accessible terms, demonstrates its latest capabilities, and details how companies and individuals can prepare to surf the coming...

Henrico Federal Credit Union named Diamond Awards recipient amid record-breaking competition

March 27th, 2025029 AUSTIN, TX – Henrico Federal Credit Union was among 180 credit unions nationwide named as winners of the prestigious Diamond Award – the Marketing, PR & Development Council’s annual competition for marketing excellence. Henrico Federal Credit Union received the following recognition: Financial Education, The Pickle Project, created by Rachel Johnston, the Financial Education Specialist for Henrico Federal Credit Union. The Marketing, PR & Development Council of America’s Credit Unions also announced the list of all winners for its annual Diamond Awards, recognizing the best marketing campaigns in the credit union...
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