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July 2015 Events

Current Events:
May 01, 2015 - September 15, 2015 (08:00 AM - 04:00 PM)
Strategic HR Leadership
Event details:
May 01, 2015 - September 15, 2015
08:00 AM - 04:00 PM
CUES Elite Access is an entirely new concept in higher education. It offers an affordable Ivy League experience, without travel. Strategic HR Leadership will kick off and conclude with an instructor-led virtual classroom session, customized specifically for CUES. Between the two virtual classroom sessions, participants will complete a series of six eCornell courses. Those who complete the program will earn the CUES/Cornell Advanced Certificate in Strategic HR Management.
July 07, 2015 (01:00 PM - 02:00 PM)
Fundamentals Of Fixed Income - Session 2
Event details:
July 07, 2015
01:00 PM - 02:00 PM
This webinar series has been designed to help you better understand or refresh your knowledge regarding the basic building blocks of fixed income investments.
July 07, 2015 (02:00 PM - 03:00 PM)
Understanding, Locating And Evaluating Auto Loan Participations
Event details:
July 07, 2015
02:00 PM - 03:00 PM
Auto loan participations can have an immediate and positive impact on revenue and loan-to-share ratios, while diversifying assets! However, many do not have a complete understanding of participations and current regulations and even fewer know where to locate, and then evaluate them!
July 07, 2015 (04:00 PM - 05:00 PM)
Peer-To-Peer Training Exclusive Content
Event details: Exclusive Content
July 07, 2015
04:00 PM - 05:00 PM
We hold trainings for Peer-to-Peer every week, and alternate between Beginner/Intermediate and Advanced. We recommend you have a strong understanding of the program before registering for an Advanced training as it requires more working knowledge of the resource and its capabilities.
July 08, 2015 (08:30 AM - 04:30 PM)
2015 North Carolina Industry Day
Event details:
July 08, 2015
08:30 AM - 04:30 PM
Sheraton Hotel
421 South Salisbury Street
Raleigh,NC
27601

703-528-0796

In order to foster greater communication with regulated entities, NASCUS and the North Carolina Credit Union Division will hold a one-day conference in Raleigh, N.C.
July 08, 2015 (01:00 PM - 02:00 PM)
Webinar: Find New Loans!
Event details:
July 08, 2015
FB_Event_DataFlex
01:00 PM - 02:00 PM
Leverage credit based marketing to add profitable new loans to your portfolio.
July 08, 2015 (04:00 PM - 05:00 PM)
CUTarget Training Exclusive Content
Event details: Exclusive Content
July 08, 2015
04:00 PM - 05:00 PM
CUTarget offers an educational approach to your staff and Board to analyze financial performance. Unlike other financial analysis tools that presume a high degree of financial literacy, CUTarget’s charts and graphs combined with its 5-star performance rating system, analytical text, and ratio definitions put performance in context. CUTarget also has executive contact information for all US credit unions so you can build marketing lists...
July 09, 2015 (02:00 PM - 03:00 PM)
I Purchased A Subscription To Callahan & Associates. Now What?
Event details:
July 09, 2015
02:00 PM - 03:00 PM
This one-hour onboarding webinar walks Callahan clients through the tools and resources available through a Callahan subscription.
July 13, 2015 - July 14, 2015 (All Day Event)
CUES School Of Consumer Lending
Event details:
July 13, 2015 - July 14, 2015
All Day Event
Crowne Plaza Seattle

Seattle,WA

Loan officers—join us and learn how to gain more of your members’ business and responsibly underwrite profitable loans.
July 13, 2015 - July 15, 2015 (All Day Event)
CUES School Of Strategic Marketing I
Event details:
July 13, 2015 - July 15, 2015
All Day Event
Crowne Plaza Seattle

Seattle,WA

Effective marketing communicates your credit union’s value, improves member experience, and drives growth and profitability. Attend and learn the keys to strategy-focused marketing and data-driven decision making.
July 13, 2015 - July 17, 2015 (All Day Event)
CUES School Of Business Lending II: Financial Analysis And Diagnostic Assessment
Event details:
July 13, 2015 - July 17, 2015
All Day Event
Crowne Plaza Seattle

Seattle,WA

CUES School of Business Lending is facilitated by the same experts who train the state and federal examiners. At CUES School of Business Lending II you’ll learn: financial statement analysis, industry sector risks, and business life cycle.
July 14, 2015 (02:00 PM - 03:00 PM)
There's No Such Thing As A New Idea
Event details:
July 14, 2015
02:00 PM - 03:00 PM
Join Alix Patterson, partner and chief operating officer at Callahan & Associates, for a 30-minute discussion on how to identify your next great business idea and make it work for your credit union.
July 14, 2015 (02:00 PM - 03:00 PM)
Implementing A Merchant Lending Program
Event details:
July 14, 2015
02:00 PM - 03:00 PM
A Merchant Lending program can grow your membership base, with low acquisition costs and diversify your loan portfolio. Learn how this product can make significant contributions to loan portfolio growth, while generating ROAA’s that can approach 3%. A Merchant Lending program can also create opportunities for MBL’s and other business services.
July 15, 2015 - July 16, 2015 (All Day Event)
CUES Advanced School Of Consumer Lending
Event details:
July 15, 2015 - July 16, 2015
All Day Event
Crowne Plaza Seattle

Seattle,WA

Build on what you learned in CUES School of Consumer Lending and discover how to improve your department’s overall lending and sales results.
July 15, 2015 (12:00 PM - 01:00 PM)
Anti-Money-Laundering Update
Event details:
July 15, 2015
12:00 PM - 01:00 PM
Learn about the current trends in AML regulatory supervision, areas of intensified regulatory scrutiny, and discuss particular areas of focus for various institution types. Additionally, this session will provide insight on how organizations can capitalize on this information to meet their own business and regulatory needs.
July 15, 2015 (02:00 PM - 03:00 PM)
BIG, Balanced And Sustainable Loan Growth
Event details:
July 15, 2015
02:00 PM - 03:00 PM
While some credit unions are experiencing loan growth, many continue to struggle, and the concept of “balanced” loan growth is even more elusive. A universal credit administration program creates an infrastructure for BIG, balanced and sustainable loan growth and should include an evaluation of origination methods and delivery channels, loan offers, cross selling success and sales training opportunities. The concept of Relationship Pricing will be reviewed and a model will be introduced.
July 15, 2015 (03:00 PM - 04:30 PM)
Webinar: Ten Working Growth Stategies
Event details:
July 15, 2015
03:00 PM - 04:30 PM
Credit unions across the country have implemented various strategies and tactics to achieve growth during this period of economic turmoil. Earnings pressures and tight margins have required credit unions to get creative with new growth opportunities to explore. Some of these strategies have been successful while others have not. Most credit unions desire to know projected and anticipated results of a new strategy before investing time and money in any venture. This webinar, integral to a cr
July 15, 2015 (04:00 PM - 05:00 PM)
CUAnalyzer Training Exclusive Content
Event details: Exclusive Content
July 15, 2015
04:00 PM - 05:00 PM
CUAnalyzer offers an educational approach for your staff and Board to analyze financial performance. Unlike other financial analysis tools that presume a high degree of financial literacy, CUAnalyzer’s charts and graphs combined with its 5-star performance rating system, analytical text, and ratio definitions put performance in context.
July 16, 2015 - July 17, 2015 (All Day Event)
Brick & Associates 2015 Strategic Conference
Event details:
July 16, 2015 - July 17, 2015
All Day Event
East Lansing Marriott
300 MAC Avenue
East Lansing,MI
48823

800-228-9290

2-Day Strategic Conference
July 16, 2015 - July 17, 2015 (All Day Event)
CUES School Of Strategic Marketing II
Event details:
July 16, 2015 - July 17, 2015
All Day Event
Crowne Plaza Seattle

Seattle,WA

Build on the lessons of CUES School of Strategic Marketing I and learn how to increase returns on marketing investments through better allocation of marketing resources.
July 16, 2015 (02:00 PM - 03:00 PM)
Best Practices For Preventing And Responding To Account Takeovers (Webinar)
Event details:
July 16, 2015
Manage-Your-Risk
02:00 PM - 03:00 PM
Learn how your credit union can develop a holistic approach to preventing, managing, and responding to various types of account takeover fraud, such as wire/ACH fraud. This webinar is presented by Ann Davidson, VP of Risk Consulting at Allied Solutions and Mary Gilmeister, President of the National ACH Association of Wisconsin (WACHA).
July 16, 2015 (04:00 PM - 05:00 PM)
MortgageAnalyzer Training
Event details:
July 16, 2015
04:00 PM - 05:00 PM
MortgageAnalyzer is a powerful tool and we want to ensure you know about all the insights it can provide. This demonstration will provide a detailed walk-through of MortgageAnalyzer and equip you with the know-how to navigate the program and efficiently set up various types of analysis. You will also leave with an awareness of all the additional training content available through the program, allowing you to become a MortgageAnalyzer pro!
July 20, 2015 - July 21, 2015 (05:30 PM - 03:00 PM)
Callahan HR Roundtable - Detroit
Event details:
July 20, 2015 - July 21, 2015
05:30 PM - 03:00 PM
Roundtables give credit union executives a chance to discuss challenges and opportunities in person with like-minded peers. We interview attendees prior to each Roundtable and build the day’s agenda based off those conversations – Callahan Roundtables are the industry’s leading attendee driven meeting.
July 21, 2015 (01:00 PM - 02:00 PM)
Fundamentals Of Fixed Income - Session 3
Event details:
July 21, 2015
01:00 PM - 02:00 PM
This webinar series has been designed to help you better understand or refresh your knowledge regarding the basic building blocks of fixed income investments.
July 21, 2015 (02:00 PM - 03:00 PM)
The Examiners Are Coming! The Examiners Are Coming!
Event details:
July 21, 2015
02:00 PM - 03:00 PM
Register for this free webinar where we will discuss the nature of “the exam”, the breakdown of each type, challenges, best practices AND how you can learn to embrace, instead of dread, your next exam. Our agenda will include: - Types of exams - The Safety and Soundness Examination - Exam Frequency - Deriving Benefits from Examination - Regulatory Readiness - Tips on how to change perceptions - How to play offense not defense
July 23, 2015 (02:00 PM - 03:00 PM)
Understanding, Locating And Evaluating Auto Loan Participations
Event details:
July 23, 2015
02:00 PM - 03:00 PM
Auto loan participations can have an immediate and positive impact on revenue and loan-to-share ratios, while diversifying assets! However, many do not have a complete understanding of participations and current regulations and even fewer know where to locate, and then evaluate them!
July 28, 2015 - July 29, 2015 (All Day Event)
Technology Strategy Roundtable -- Austin
Event details:
July 28, 2015 - July 29, 2015
All Day Event
JOIN YOUR PEERS at Callahan’s inaugural Technology Strategy Roundtable. Callahan Roundtables provide credit union executives with the opportunity to discuss challenges and opportunities directly with like-minded peers.
July 28, 2015 (02:00 PM - 03:00 PM)
Build Loyalty With Early Pay
Event details:
July 28, 2015
02:00 PM - 03:00 PM
Join Callahan & Associates and Tim Garner, senior vice president for marketing and strategy at DCU, for a 30-minute review of DCU's early pay program and other strategies to become a member's primary financial institution.
July 28, 2015 (02:00 PM - 03:00 PM)
Implementing A Merchant Lending Program
Event details:
July 28, 2015
02:00 PM - 03:00 PM
A Merchant Lending program can grow your membership base, with low acquisition costs and diversify your loan portfolio. Learn how this product can make significant contributions to loan portfolio growth, while generating ROAA’s that can approach 3%. A Merchant Lending program can also create opportunities for MBL’s and other business services.
July 29, 2015 - July 30, 2015 (05:30 PM - 03:00 PM)
Callahan Retail Roundtable - Austin
Event details:
July 29, 2015 - July 30, 2015
05:30 PM - 03:00 PM
Roundtables give credit union executives a chance to discuss challenges and opportunities in person with like-minded peers. We interview attendees prior to each Roundtable and build the day’s agenda based off those conversations – Callahan Roundtables are the industry’s leading attendee driven meeting.
July 30, 2015 (02:00 PM - 03:00 PM)
BIG, Balanced And Sustainable Loan Growth
Event details:
July 30, 2015
02:00 PM - 03:00 PM
While some credit unions are experiencing loan growth, many continue to struggle, and the concept of “balanced” loan growth is even more elusive. A universal credit administration program creates an infrastructure for BIG, balanced and sustainable loan growth and should include an evaluation of origination methods and delivery channels, loan offers, cross selling success and sales training opportunities. The concept of Relationship Pricing will be reviewed and a model will be introduced.
August 02, 2015 - August 07, 2015 (All Day Event)
Strategic Innovation Institute II
Event details:
August 02, 2015 - August 07, 2015
All Day Event
Stanford Graduate School of Business, Stanford University

Stanford,CA

Year two of Strategic Innovation Institute will explore how to scale innovation, and provides attendees with the opportunity to explore ideation and design solutions to solve common consumer challenges.
August 04, 2015 (01:00 PM - 02:00 PM)
Fundamentals Of Fixed Income - Session 4
Event details:
August 04, 2015
01:00 PM - 02:00 PM
This webinar series has been designed to help you better understand or refresh your knowledge regarding the basic building blocks of fixed income investments.
Looking Forward:
August 05, 2015 (02:00 PM - 03:00 PM)
5 Ways To Build A Better Strategic Planning Process
Event details:
August 05, 2015
02:00 PM - 03:00 PM
Jay Johnson, executive vice president of Callahan & Associates, shares tips to create a more engaging, effective strategic planning session.
August 08, 2015 (All Day Event)
3rd Annual XDI Credit Union Chili Challenge
Event details:
August 08, 2015
XDI-Chili-Challenge-Logo_2015
All Day Event
Del Mar Thoroughbred Club race track
2260 Jimmy Durante Blvd
San Diego,CA
92014

858-676-9888

A chili cookoff just for Credit Unions. This event is a great team building and Credit Union promotion event. Your team will compete with other Credit Unions for trophies, bragging rights and $10,000 in prize money that will be donated to charities chosen by the 1st, 2nd and 3rd Place winners. The 1st Place Team will also qualify to compete in the Homestyle Division of the 49th Annual International Chili Society World’s Championship Chili Cookoff in October 2015
August 09, 2015 - August 14, 2015 (All Day Event)
CEO Institute II: Organizational Effectiveness (Summer Session)
Event details:
August 09, 2015 - August 14, 2015
All Day Event
Samuel Curtis Johnson School of Management, Cornell University

Ithaca,NY

Effective change-management skills are needed for even the most thought-out plan. Reach beyond your area of expertise and include every level of executive management in your credit union’s planning process.
August 10, 2015 - August 14, 2015 (All Day Event)
Rex Johnson's University of Lending ~ August 10-14, 2015
Event details:
August 10, 2015 - August 14, 2015
All Day Event
The Holiday Inn Crystal Lake
800 South Illinois Route 31
Crystal Lake,IL
60014

877-915-7675

The University of Lending will improve your odds on delivering unparalleled service to your members! From loan officers, to member service representatives, to tellers, Rex Johnson’s U of L is tailored to any employee that works closely with members. Our philosophy of “serving the underserved” will give employees the best job satisfaction possible. Return with a renewed enthusiasm for sales, decision-making and new strategies that can help your credit union become and stay profitable!
August 12, 2015 (01:00 PM - 02:00 PM)
Webinar: Stop The Statement Runaround
Event details:
August 12, 2015
FB_Event_EStmt
01:00 PM - 02:00 PM
If you're unhappy with your statement provider, switch to LKCS!
August 16, 2015 - August 21, 2015 (All Day Event)
CEO Institute I: Strategic Planning (Summer Session)
Event details:
August 16, 2015 - August 21, 2015
All Day Event
The Wharton School, University of Pennsylvania

Philadelphia,PA

Learn to turn challenges into change. Delve into strategic planning through embracing uncertainty, rather than ignoring it.
August 18, 2015 - August 19, 2015 (All Day Event)
Lending Analytics & Portfolio Management Academy (Columbus)
Event details:
August 18, 2015 - August 19, 2015
LAPMA_email_header
All Day Event
http://www.lendinganalyticsacademy.com/index.php,OH

1-877-262-3680

Join us at the Lending Analytics and Portfolio Management Academy and gain the knowledge that your credit union needs to respond to relevant and real life portfolio management. Attendees will gain a full understanding of the benefits of increased data awareness and processes that will improve data availability as well as learn about key risk attributes and metrics used by loan portfolio managers to make informed decisions.
August 18, 2015 (01:00 PM - 02:00 PM)
Fundamentals Of Fixed Income - Session 5
Event details:
August 18, 2015
01:00 PM - 02:00 PM
This webinar series has been designed to help you better understand or refresh your knowledge regarding the basic building blocks of fixed income investments.
August 20, 2015 - August 21, 2015 (All Day Event)
Bank Growth And Profitability Conference-East
Event details:
August 20, 2015 - August 21, 2015
All Day Event
Amelia Island ,FL

Join us for a two-day educational event focused on big-picture business issues centered on growth and profitability. Topics covered include, bank executive perspectives on growth and profitability, liquidity and balance sheet management, improving stock prices and shareholder value, efficiently managing people, and many more. This is an ideal event for board retreats.
August 24, 2015 - August 25, 2015 (08:00 AM - 05:00 PM)
2015 Cybersecurity Symposium
Event details:
August 24, 2015 - August 25, 2015
Cybersecurity-Registration-banner
08:00 AM - 05:00 PM
Grand Hyatt Denver
1750 Welton St.
Denver,CO
80202

(303) 295-1234

Better understand the strengths and vulnerabilities of the system's cybersecurity positioning, and help shape the policy of security expectations going forward. Whether you are a credit union manager, compliance officer, information officer or examiner, this symposium is for you, as it will feature essential subject matter for any financial services professional.
August 27, 2015 - August 28, 2015 (All Day Event)
2015 McGladrey National Credit Union Conference
Event details:
August 27, 2015 - August 28, 2015
All Day Event
Green Valley Ranch Resort
2300 Paseo Verde Parkway, Henderson, NV 89052
Las Vegas,NV

Join us for our 39th annual National Credit Union Conference to take place in Las Vegas, Nevada, focusing on what every Director, Supervisory Committee Member and Executive needs to know during these challenging times.
August 30, 2015 - September 02, 2015 (All Day Event)
Execu/Net
Event details:
August 30, 2015 - September 02, 2015
All Day Event
Snake River Lodge & Spa

Jackson Hole,WY

Broaden your perspective, challenge yourself and try new things as our speakers guide you through powerful morning sessions, covering growth strategies, financial complexity, and innovation.
September 03, 2015 (02:00 PM - 03:00 PM)
2015 Credit Card Management School — Session 3
Event details:
September 03, 2015
02:00 PM - 03:00 PM
Session 3 of the 2015 Credit Card Management School offers a how-to on risk and profitability pricing plus other underwriting best practices.
September 09, 2015 (01:00 PM - 02:00 PM)
Webinar: Still Afraid Of Social Media?
Event details:
September 09, 2015
FB_Event_SocialMedia
01:00 PM - 02:00 PM
Learn more about developing a social media strategy that is compliant with the FFIEC’s rules and regulations for financial institutions in our upcoming webinar.
September 14, 2015 - September 18, 2015 (All Day Event)
CUES School Of Enterprise Risk Management
Event details:
September 14, 2015 - September 18, 2015
All Day Event
Hyatt Regency San Antonio

San Antonio,TX

Designed for senior leaders who manage risk, this school focuses on elevating risk management’s role in creating value for members and the credit union. Attendees will explore ways to optimize risk management in key processes, improve and inform strategic planning and capital management using ERM, and improve financial performance—even in the face of risk-based capital.
September 14, 2015 - September 15, 2015 (All Day Event)
Director Risk And Compliance Seminar
Event details:
September 14, 2015 - September 15, 2015
All Day Event
Hilton Savannah DeSoto

Savannah,GA

Regulatory examiners expect board members to understand specific activities in which their credit union engages, as well as the associated risks, and risks that could lead to financial loss. Join us and learn about the essential issues facing today’s credit union director.
September 14, 2015 - September 17, 2015 (All Day Event)
CUES School Of Applied Strategic Management
Event details:
September 14, 2015 - September 17, 2015
All Day Event
Hyatt Regency San Antonio

San Antonio,TX

Help your credit union—and your members—soar. You and your fellow attendees, working as a team, will “run” a financial institution in the safety of a virtual environment.
September 14, 2015 - September 18, 2015 (All Day Event)
CUES School Of Business Lending III: Strategic Business Lending
Event details:
September 14, 2015 - September 18, 2015
All Day Event
Hyatt Regency San Antonio

San Antonio,TX

CUES School of Business Lending is facilitated by the same experts who train the state and federal examiners. At CUES School of Business Lending III, you’ll learn: realistic projections, effective credit memorandums, and identifying credit risks and how to negate their impact.
September 14, 2015 - September 15, 2015 (All Day Event)
CUES School Of Member Experience
Event details:
September 14, 2015 - September 15, 2015
All Day Event
Hyatt Regency San Antonio

San Antonio,TX

View your organization through the member’s eyes and analyze every touch point to ensure you’re providing the service level they expect and deserve.
September 14, 2015 - September 15, 2015 (05:30 PM - 03:00 PM)
Callahan CFO Roundtable - Baltimore
Event details:
September 14, 2015 - September 15, 2015
05:30 PM - 03:00 PM
Roundtables give credit union executives a chance to discuss challenges and opportunities in person with like-minded peers. We interview attendees prior to each Roundtable and build the day’s agenda based off those conversations – Callahan Roundtables are the industry’s leading attendee driven meeting.
September 15, 2015 - September 17, 2015 (All Day Event)
Rex Johnson's Management Institute
Event details:
September 15, 2015 - September 17, 2015
All Day Event
Arizona Biltmore
2400 East Missouri Avenue
Phoenix,AZ
85016

877-915-7675

The Management Institute is the foremost 'Executive School' in the credit union movement. This school is all about generating loans, increasing loan yield and making money, all while serving members! Get the best ideas from several top CEOs in the industry as they provide insight on how they maintain success at their credit union. Learn from Rex Johnson and other successful CEOs who will be onsite to share their successes and network with you.
September 15, 2015 - September 17, 2015 (All Day Event)
CUES School Of IT Leadership
Event details:
September 15, 2015 - September 17, 2015
All Day Event
Hyatt Regency San Antonio

San Antonio,TX

This program is designed to equip current and future CIO’s in guiding their IT department’s direction and spending. The school focuses on critical areas of development such as building the IT organization around market forces, constructing a compelling IT culture that attracts top technical and business talent, and creating the processes and culture for rapid execution of change initiatives.
September 15, 2015 - September 16, 2015 (05:30 PM - 03:00 PM)
Callahan Retail Roundtable - Baltimore
Event details:
September 15, 2015 - September 16, 2015
05:30 PM - 03:00 PM
Roundtables give credit union executives a chance to discuss challenges and opportunities in person with like-minded peers. We interview attendees prior to each Roundtable and build the day’s agenda based off those conversations – Callahan Roundtables are the industry’s leading attendee driven meeting.
September 16, 2015 - September 18, 2015 (All Day Event)
CUES Director Development Seminar
Event details:
September 16, 2015 - September 18, 2015
All Day Event
Hilton Savannah DeSoto

Savannah,GA

Board members must efficiently fulfill their fiduciary responsibilities. Attend and advance your governance skills and maximize the traits you need to successfully reach your credit union’s goals.
Past Events:
July 02, 2015 (02:00 PM - 03:00 PM)
BIG, Balanced And Sustainable Loan Growth
Event details:
July 02, 2015
02:00 PM - 03:00 PM
While some credit unions are experiencing loan growth, many continue to struggle, and the concept of “balanced” loan growth is even more elusive. A universal credit administration program creates an infrastructure for BIG, balanced and sustainable loan growth and should include an evaluation of origination methods and delivery channels, loan offers, cross selling success and sales training opportunities. The concept of Relationship Pricing will be reviewed and a model introduced.
 
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