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May 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.
May 05, 2015 - June 23, 2015 (08:00 AM - 04:00 PM)
Women Who Lead
Event details:
May 05, 2015 - June 23, 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. Attend this elite access program, and strengthen your overall leadership capabilities. Drawing on cutting edge research, discover what’s known about the obstacles women often find when they are striving to reach their highest professional potential.
May 07, 2015 - June 24, 2015 (08:00 AM - 04:00 PM)
Leadership Brand And Shadow
Event details:
May 07, 2015 - June 24, 2015
08:00 AM - 04:00 PM
Samuel Curtis Johnson School of Management, Cornell University

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CUES Elite Access is an entirely new concept in higher education. It offers an affordable Ivy League experience, without travel. Similar to an organization’s brand, your leadership brand is a reflection of how you are perceived by your peers and other staffers. Unlike the leadership shadow, its focus is on the leader's behavior and attitude, not the impact it has on the organization.
May 26, 2015 (04:00 PM - 05:00 PM)
Peer-To-Peer Training Exclusive Content
Event details: Exclusive Content
May 26, 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.
May 27, 2015 (01:00 PM - 02:00 PM)
WEBINAR: Proactive Financial Management
Event details:
May 27, 2015
01:00 PM - 02:00 PM
Join Charley McQueen, President and CEO of McQueen Financial Advisors, for a webinar on Proactive Financial Management. This webinar will focus on decision making in an uncertain interest rate environment. The fee for this webinar is $129 for members and $149 for non-members. For more information, email Isaida Woo at isaida@nascus.org.
May 27, 2015 (04:00 PM - 05:00 PM)
CUTarget Training Exclusive Content
Event details: Exclusive Content
May 27, 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...
June 03, 2015 (02:00 PM - 03:00 PM)
The Opportunity In Financial Services Disruption
Event details:
June 03, 2015
02:00 PM - 03:00 PM
Non-FI players are raising the bar for user experience and expectations. Credit unions must respond to the challenge by upping their own innovation game.
June 03, 2015 (04:00 PM - 05:00 PM)
CUAnalyzer Training Exclusive Content
Event details: Exclusive Content
June 03, 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.
June 04, 2015 (02:00 PM - 03:00 PM)
2015 Credit Card Management School — Session 2
Event details:
June 04, 2015
02:00 PM - 03:00 PM
Session 2 of the 2015 Credit Card Management School focuses on card loyalty programs and how to build deeper relationships with credit card holders.
June 04, 2015 (04:00 PM - 05:00 PM)
MortgageAnalyzer Training
Event details:
June 04, 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!
June 09, 2015 (08:30 AM - 03:30 PM)
Wisconsin Directors' College
Event details:
June 09, 2015
08:30 AM - 03:30 PM
Fox Valley Technical College
1825 N. Bluemound Drive
Appleton,WI
54914

703-528-0796

The National Association of State Credit Union Supervisors (NASCUS), the Wisconsin Office of Credit Unions and the Wisconsin Credit Union League invite you to participate in the Wisconsin Directors' College, which will be held at Fox Valley Technical College, located at 1825 N. Bluemound Drive, from 8:30 a.m. - 3:30 p.m. on June 9, 2015. All state and federal credit union board members, supervisory committee members and credit union management are encouraged to attend.
June 10, 2015 - June 11, 2015 (All Day Event)
A/LM Education: The Fundamentals
Event details:
June 10, 2015 - June 11, 2015
All Day Event
Our flagship course addresses practical issues that CUs struggle with daily, including threats to the financial services industry, what other CUs are doing to manage risk in their balance sheets, and how to measure success in a changing world. You'll have the opportunity to work in teams using case studies of real CUs. We'll quickly test decisions you'd consider if you were managing these CUs. You'll see how your decisions could change their financial performance and risk profiles.
June 10, 2015 (01:00 PM - 02:00 PM)
Web Trends: Stay In The Know For 2015 Webinar
Event details:
June 10, 2015
01:00 PM - 02:00 PM
Webinar

Peru,IL

LKCS will present a webinar on the latest trends and best practices in credit union web site design.
June 11, 2015 - June 12, 2015 (All Day Event)
Brick & Associates 2015 Strategic Conference
Event details:
June 11, 2015 - June 12, 2015
All Day Event
The Venetian/Palazzo Resort
3355 Las Vegas Boulevard, South
Las Vegas,NV

877-385-3885

2-Day Strategic Conference
June 11, 2015 (02:00 PM - 03:00 PM)
I Purchased A Subscription To Callahan & Associates. Now What?
Event details:
June 11, 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.
June 12, 2015 (All Day Event)
A/LM Education: Advanced Balance Sheet Management
Event details:
June 12, 2015
All Day Event
Decisions, not market interest rates, create risk. In this one-day course we will focus time and discussion on the right questions to ask when contemplating key strategic decisions. Such questions include: • What are practical ways to evaluate investment decisions in light of strategic direction? • What are strategies for creating long-term financial forecasts? Throughout the course we will have roundtable discussions to address specific questions, issues and decisions you may be considering.
June 14, 2015 - June 17, 2015 (All Day Event)
CUES Governance Leadership Institute
Event details:
June 14, 2015 - June 17, 2015
All Day Event
Rotman School of Management, University of Toronto

Toronto, Ontario, Canada,MI

Strengthen your contributions to your credit union as you learn to balance healthy debate and diversity with consensus building at CUES Governance Leadership Institute.
June 14, 2015 - June 15, 2015 (03:00 PM - 06:00 PM)
Carolinas Credit Union League Conference
Event details:
June 14, 2015 - June 15, 2015
03:00 PM - 06:00 PM
Pinehurst,NC

Vendor booth at the Carolinas Credit Union League Annual Meeting
June 15, 2015 - June 17, 2015 (All Day Event)
2015 EPL Client Conference
Event details:
June 15, 2015 - June 17, 2015
EPLConf_PowerUpLogo_Color-01
All Day Event
Rosen Shingle Creek Resort
9939 Universal Blvd
Orlando,FL
32819

205-408-5300

The 2015 EPL Client Conference takes place at the Rosen Shingle Creek in Orlando, FL, Monday, June 15th – Wednesday, June 17th. EPL, a core solutions provider, has served credit unions’ technology needs exclusively for 38 years. Each year, Our Client Conference brings you the opportunity to learn how EPL’s product suite can help you meet the latest in your members’ demands for convenience and instant access.
June 15, 2015 - June 16, 2015 (All Day Event)
Supervisory Committee Development Seminar
Event details:
June 15, 2015 - June 16, 2015
All Day Event
Omni Homestead Resort

Hot Springs,VA

As a supervisory committee member, you need to be able to work with management, the board, and internal and external auditors. You also need to be knowledgeable about the different risks facing credit unions.
June 15, 2015 - June 17, 2015 (09:30 AM - 02:00 PM)
2015 Regulatory Roundtable - Los Angeles
Event details:
June 15, 2015 - June 17, 2015
09:30 AM - 02:00 PM
USC Credit Union
3720 S. Flower Street
Los Angeles,CA
90089

703-528-0796

NASCUS encourages each state to send at least one examiner to this event. During the school, we will explore the issues essential to examining state credit unions effectively. Other sessions will focus on the critical credit union operational and examination issues of 2015, such as cybersecurity, interest rate risk, CFPB mortgage rules and national issues.
June 16, 2015 - June 17, 2015 (All Day Event)
Lending Analytics & Portfolio Management Academy (Oklahoma City)
Event details:
June 16, 2015 - June 17, 2015
LAPMA_email_header
All Day Event
Oklahoma City
741 North Phillips Avenue
Oklahoma,OK
73104

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.
June 17, 2015 - June 19, 2015 (All Day Event)
CUES Director Strategy Seminar
Event details:
June 17, 2015 - June 19, 2015
All Day Event
Omni Homestead Resort

Hot Springs,VA

Credit union strategic planning requires concentrated consideration throughout the year, not just at an annual weekend retreat. Attend and learn to cultivate strategy year-round, and to develop market-driven plans with solid underlying value propositions.
June 17, 2015 - June 18, 2015 (04:00 PM - 04:00 PM)
Southeast Credit Union Conference & Expo
Event details:
June 17, 2015 - June 18, 2015
04:00 PM - 04:00 PM
Orlando,FL

Vendor booth at the 2015 Southeast Conference & Expo
June 18, 2015 (02:00 PM - 03:00 PM)
How To Turn A Good Member Experience Into A Great One
Event details:
June 18, 2015
02:00 PM - 03:00 PM
How Orange County's Credit Union uses a three-pronged approach to align the entire organization around the member experience.
June 20, 2015 - June 23, 2015 (All Day Event)
CCCU and CUES International Convention
Event details:
June 20, 2015 - June 23, 2015
All Day Event
Moon Palace Golf & Spa Resort

Cancun, Mexico,TX

Join the Caribbean Confederation of Credit Unions (CCCU) and CUES to network and learn with an international community of credit union leaders.
June 22, 2015 - June 23, 2015 (All Day Event)
Financial Institution Growth And Profitability Conference-West
Event details:
June 22, 2015 - June 23, 2015
All Day Event
San Diego,CA

Join us for a two-day educational event focused on big-picture business issues centered on growth and profitability. Topics include but are not limited to improving stock prices and shareholder value, strategically planning for growth, efficiently managing people, and what investors want. Additionally, bank executives will share personal experiences, success stories, and best practices during their time in the industry. For more information click on the link below.
June 22, 2015 (02:00 PM - 03:00 PM)
Strategies To Capture More Of The Young Adult Market
Event details:
June 22, 2015
02:00 PM - 03:00 PM
This 30-minute webinar from Credit Union Student Choice and Callahan & Associates covers best practices for connecting with millennials and more.
Looking Forward:
June 23, 2015 - June 26, 2015 (All Day Event)
ACUIA 25th Annual Conference and One Day Seminar
Event details:
June 23, 2015 - June 26, 2015
All Day Event
Boston,MA

In celebration of ACUIA's 25th Anniversary Conference, the conference is being held at the luxurious The Boston Park Plaza Hotel. Rich in history, the hotel has distinguished itself with classic elegance and personal service that continues to attract travelers from all over the world who visit Boston and desire luxury accommodations coupled with unmatched service. If you are an internal audit professional, you won't want to miss the ACUIA Annual Conference & One-Day Seminar.
June 23, 2015 - June 26, 2015 (All Day Event)
ACUIA 25th Annual Conference and One Day Seminar
Event details:
June 23, 2015 - June 26, 2015
All Day Event
Boston,MA

In celebration of ACUIA's 25th Anniversary Conference, the conference is being held at the luxurious The Boston Park Plaza Hotel. Rich in history, the hotel has distinguished itself with classic elegance and personal service that continues to attract travelers from all over the world who visit Boston and desire luxury accommodations coupled with unmatched service. If you are an internal audit professional, you won't want to miss the ACUIA Annual Conference & One-Day Seminar.
June 23, 2015 - June 25, 2015 (All Day Event)
ACUIA Annual Conference
Event details:
June 23, 2015 - June 25, 2015
All Day Event
Boston,MA

Vendor booth at the 25th ACUIA Annual Conference
June 23, 2015 (01:00 PM - 02:00 PM)
Fundamentals Of Fixed Income - Session 1
Event details:
June 23, 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.
June 23, 2015 (01:00 PM - 02:00 PM)
WEBINAR: Succession Planning
Event details:
June 23, 2015
01:00 PM - 02:00 PM
Succession planning for the board is a relatively new area for many credit unions. Not a lot of them have developed formal plans for board member succession. Join us for a discussion on board and CEO succession planning--an essential component in the equation for success of your credit union.
June 23, 2015 - June 24, 2015 (05:30 PM - 03:00 PM)
Callahan CLO Roundtable - Salt Lake CIty
Event details:
June 23, 2015 - June 24, 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.
June 24, 2015 - June 25, 2015 (05:30 PM - 03:00 PM)
Callahan CFO Roundtable - Salt Lake CIty
Event details:
June 24, 2015 - June 25, 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.
June 25, 2015 (02:00 PM - 03:00 PM)
Make The Most Of Little, Middle, And Big Data
Event details:
June 25, 2015
02:00 PM - 03:00 PM
Credit unions that have not delved deeply into data mining in the past have plenty of low-hanging, data-leveraging opportunities.
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 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 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 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 (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 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 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 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 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.
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.
Past Events:
May 18, 2015 (02:00 PM - 02:45 PM)
How Holistic Financial Counseling Positively Impacts Military Families
Event details:
May 18, 2015
02:00 PM - 02:45 PM
Military families and veterans face a myriad of financial obstacles. Many times they are battling physical and emotional concerns which are compounded by financial challenges. They are often separated from their families for long periods of time and still have the monthly bills to pay- mortgage, car, credit cards, and basic living expenses. We will share how a holistic approach to financial counseling can have a positive impact on military families and veterans.
May 19, 2015 - May 20, 2015 (All Day Event)
eDOCMomentum 2015
Event details:
May 19, 2015 - May 20, 2015
All Day Event
Watermark Country Club
5500 Cascade Road Southeast
Grand Rapids Michigan,MI
49546

616-285-9898

Your attendance at eDOCMomentum™ 2015 places you at the forefront of the digital transformation of credit unions. eDOCMomentum™ 2015 has content that will help you drive digital adoption and accelerate your digital transformation. Learn best practices, gain insights, and network with other credit union leaders, visionaries, and achievers in a dynamic forum focused on going fully digital to meet your mobile member where they are today!
May 19, 2015 (02:00 PM - 03:00 PM)
Ditch The Gimmicks And Build A Charitable Event With Staying Power
Event details:
May 19, 2015
02:00 PM - 03:00 PM
Join Callahan & Associates and Kim Sutton, executive vice president and coordinator of ICU's food drive, for a 30-minute discussion on the ins and outs of sponsoring a two-decade-old event as well as tips to generate excitement and encourage participation.
May 20, 2015 - May 21, 2015 (All Day Event)
CU Direct's Lending & Marketing Conference
Event details:
May 20, 2015 - May 21, 2015
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All Day Event
The Cosmopolitan Las Vegas
3708 S Las Vegas Boulevard
Las Vegas,NV
89109

909-912-7036

The industry's ONLY Lending & Marketing Conference
May 21, 2015 - May 22, 2015 (All Day Event)
CNBS Institute Series-Fast Track
Event details:
May 21, 2015 - May 22, 2015
All Day Event
Jefferson Financial Credit Union-Main Office
7701 Airline Drive
Metarie,LA
70003

913-402-2615

CNBS, LLC is re-introducing it's highly regarded Institute Series. This comprehensive educational seminar is designed for Credit Union CEO's, CFO's and finance professionals. The seminar is a combination of its popular Investment Management and Risk Management tracks,designed to put you on the Fast Track to gaining the tools you need to manage or support your credit union’s investment and risk management functions.
 
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