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March 2017 Events

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Current Events:
March 30, 2017 (12:00 PM - 01:00 PM)
Webinar: Is your Credit Union Making a Core Decision by June 2019?
Event details:
March 30, 2017
12:00 PM - 01:00 PM
Webinar Log-In Details provided after registration

,

Are you frustrated with the return on your core vendor spending? Do you want to improve core utilization? Do you want to get better pricing on your renewal? Or perhaps consider other core vendor options? In today’s competitive environment, there is an incredible buyer’s market for better pricing, better functionality, and better service. So why not take advantage of this now.
April 4, 2017 - April 5, 2017 (05:30 PM - 03:00 PM)
Callahan & Associates Call Center Roundtable - Atlanta
Event details:
April 4, 2017 - April 5, 2017
05:30 PM - 03:00 PM
Join your peers for an unscripted session packed with idea sharing. Come away with insight and solutions for your toughest challenges and biggest opportunities.
April 6, 2017 (01:00 PM - 02:00 PM)
Quarterly accounting update webcast—Spring 2017
Event details:
April 6, 2017
01:00 PM - 02:00 PM
Join us for our spring 2017 Quarterly accounting update webcast on Thursday, April 6, 2017.
April 6, 2017 (02:00 PM - 03:00 PM)
How To Measure Member Value
Event details:
April 6, 2017
02:00 PM - 03:00 PM
Join us on Thursday, April 6 to learn more about Callahan’s ROM metric and which credit unions returned the most value as of the fourth quarter.
April 25, 2017 - April 27, 2017 (All Day Event)
Indirect Lending Institute
Event details:
April 25, 2017 - April 27, 2017
emailready_indirect-chicago
All Day Event
Hilton Chicago Magnificent Mile Suites
198 East Delaware Place
Chicago,IL
60611

312-664-1100

INDIRECT LENDING INSTITUTE CHICAGO, IL - APRIL 25-27, 2017 • Increase the horsepower of your program with clever tune-up tricks • Triumph in the onboarding race and deepen relationships with new members • Maximize revenue and minimize losses by creating win-win dealer relationships
April 26, 2017 (02:00 PM - 03:00 PM)
2017 Credit Card Management Series — Card Market Overview
Event details:
April 26, 2017
02:00 PM - 03:00 PM
Join credit card expert Tim Kolk for a discussion on market growth trends, critical card program performance metrics, evolving cardholder expectations, and current leading value propositions.
Looking Forward:
April 27, 2017 (11:30 AM - 12:30 PM)
IT trends for securing technology environments and driving efficiency
Event details:
April 27, 2017
11:30 AM - 12:30 PM
Webinar IT trends for securing technology environments and driving efficiency 1 CPE credit, complimentary
May 1, 2017 - May 2, 2017 (05:30 PM - 03:00 PM)
Callahan & Associates Risk Roundtable - Dallas
Event details:
May 1, 2017 - May 2, 2017
05:30 PM - 03:00 PM
Join your peers for an unscripted session packed with idea sharing. Come away with insight and solutions for your toughest challenges and biggest opportunities.
May 2, 2017 - May 4, 2017 (All Day Event)
Collections Institute
Event details:
May 2, 2017 - May 4, 2017
emailready_collections-training-May-2017
All Day Event
Hilton Chicago Magnificent Mile Suites
198 East Delaware Place
Chicago,IL
60611

312-664-1100

Collections Institute May 2-4, 2017 • Chicago IL Featuring Karin Brown-Purtell Karin Will Cover the Following Strategies to Optimize Every Interaction with Members: • Collecting based on age demographics and contact methodologies • Embracing a sales culture • Interviewing the member effectively, as this may be your only contact
May 2, 2017 - May 3, 2017 (05:30 PM - 03:00 PM)
Callahan & Associates Marketing Roundtable - Dallas
Event details:
May 2, 2017 - May 3, 2017
05:30 PM - 03:00 PM
Join your peers for an unscripted session packed with idea sharing. Come away with insight and solutions for your toughest challenges and biggest opportunities.
May 3, 2017 - May 4, 2017 (01:00 PM - 04:00 PM)
Corporate One’s annual BSA/AML and OFAC compliance training
Event details:
May 3, 2017 - May 4, 2017
01:00 PM - 04:00 PM
It’s back and better than ever! Don’t miss our annual Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) and Office of Foreign Assets Control (OFAC) training. Presented by Professional Bank Services’ Senior Consultant, Mark Dever, this two-day credit union specific training is perfect for both individual attendees and groups.
May 4, 2017 (02:00 PM - 03:00 PM)
Retirement plan issues and insights -- live webcast
Event details:
May 4, 2017
02:00 PM - 03:00 PM
Attend our webcast series addressing the key challenges and opportunities found in designing, implementing and maintaining company retirement plans.
May 16, 2017 - May 18, 2017 (All Day Event)
Advanced Lending Institute
Event details:
May 16, 2017 - May 18, 2017
LSIC
All Day Event
Chicago Marriott Northwest
4800 Hoffman Blvd
Hoffman Estates,IL
60192

847.645.9500

This is an intensive lending course which serves as a follow-up to the University of Lending and is the first step towards earning your CLE designation. Students will learn the fundamentals of running a successful financial organization from strategic planning to trend analysis. Attendees will learn how to predict their own credit union's financial success and how to improve on their results.
May 16, 2017 - May 17, 2017 (01:00 PM - 03:00 PM)
Callahan & Associates Technology & Cybersecurity Roundtable - Chicago
Event details:
May 16, 2017 - May 17, 2017
01:00 PM - 03:00 PM
Join your peers for an unscripted session packed with idea sharing. Come away with insight and solutions for your toughest challenges and biggest opportunities.
May 18, 2017 (09:00 AM - 02:00 PM)
CU Service Network 1st Annual Symposium & 2017 Annual Meeting
Event details:
May 18, 2017
invite_email_header
09:00 AM - 02:00 PM
Sheraton Hotel Denver West
360 Union Blvd, Lakewood, CO 80228
Lakewood,CO
80228

(303) 987-2000

We are excited to announce our first ever Symposium, held before our 2017 Annual Meeting this year. Our Symposium will include six break out sessions centered around critical credit union issues, presented by the very best in their field. A trade show and our Annual Meeting will follow
May 23, 2017 - May 25, 2017 (All Day Event)
DRIVE '17 - CU Direct's Lending Conference
Event details:
May 23, 2017 - May 25, 2017
PC
All Day Event
The Cosmopolitan of Las Vegas
3708 Las Vegas Boulevard South
Las Vegas,NV
89109

909-481-2394

Recognized as a premier lending conference, DRIVE '17 helps credit union leaders, lending executives and managers achieve better results in lending performance with the knowledge and insight from industry disruptors.
Past Events:
March 21, 2017 - March 22, 2017 (05:30 PM - 03:00 PM)
Callahan & Associates Retail Roundtable - San Diego
Event details:
March 21, 2017 - March 22, 2017
05:30 PM - 03:00 PM
Join your peers for an unscripted session packed with idea sharing. Come away with insight and solutions for your toughest challenges and biggest opportunities.
March 22, 2017 (02:00 PM - 03:00 PM)
A Strategy To Hit $1 Billion In Assets
Event details:
March 22, 2017
02:00 PM - 03:00 PM
Join Callahan & Associates and Jim Minge, CEO of Texas Trust Credit Union, for a discussion on how the institution determined its goals, laid out its plan, and worked its 5-year strategy to reach 100,000 members and $1 billion in assets.
March 23, 2017 (03:30 PM - 04:45 PM)
Top Examiner Concerns for 2017
Event details:
March 23, 2017
03:30 PM - 04:45 PM
The NCUA’s new interest rate risk supervision is now fully enacted. The former federal examiners in First Empire’s Office of Regulatory Affairs will share their unique perspective on how to best prepare for this year’s exam and outline what examiners will be looking for.
 
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