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September 2016 Events

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Current Events:
September 06, 2016 - November 27, 2016 (All Day Event)
IRA Online Institute
Event details:
September 06, 2016 - November 27, 2016
All Day Event
The IRA Online Institute is a comprehensive, 12-week, web-based IRA training program developed and supported by Ascensus’ experienced instructors. This innovative training program teaches you in-depth, essential IRA information and is the only approved online training program that prepares you to take the Certified IRA Professional (CIP) or Certified IRA Services Professional (CISP) exam. Extensive IRA reference materials, objective-based training methods, create an effective learning environmen
September 24, 2016 - September 28, 2016 (All Day Event)
NCUMA 2016 Annual Fall Conference
Event details:
September 24, 2016 - September 28, 2016
All Day Event
The Coeur d'Alene Resort Coeur d'Alene, Idaho
September 25, 2016 - September 30, 2016 (All Day Event)
CUES Strategic Innovation Institute™ I, hosted at MIT
Event details:
September 25, 2016 - September 30, 2016
All Day Event
Cambridge,MA

Begin your journey to becoming a confident agent of change at the first year, Strategic Innovation Institute I, hosted at MIT Sloan School of Management. MIT professors will lead you on an in-depth exploration of views on strategy in innovation, digital strategy, operational challenges and opportunities, and idea generation mechanisms.
September 26, 2016 - September 30, 2016 (All Day Event)
CUES School of Enterprise Risk Management™
Event details:
September 26, 2016 - September 30, 2016
All Day Event
Charleston,SC

Designed for senior leaders who manage risk, CUES School of Enterprise Risk Management focuses on elevating risk management’s role in creating value for members and the credit union. As stand-alone function, enterprise risk management is often viewed as a necessary evil and an impediment to member experience and efficiency. High performing organizations are those which integrate risk management into the credit union’s overall strategy, culture, and processes.
September 26, 2016 - September 29, 2016 (All Day Event)
CUES School of Applied Strategic Management™
Event details:
September 26, 2016 - September 29, 2016
All Day Event
Charleston,SC

Prepare for your future as a credit union leader. Attend CUES School of Applied Strategic Management™ and learn how to successfully run a credit union using a computer-based simulation.
September 26, 2016 - September 30, 2016 (All Day Event)
CUES School of Business Lending™ III: Strategic Business Lending
Event details:
September 26, 2016 - September 30, 2016
All Day Event
Charleston,SC

Business lending can be highly profitably—and a great member retention tool—but it must be done the right way to be successful. CUES School of Business Lending is facilitated by the same experts who train the state and federal examiners; attend all three, and learn to develop a successful business lending program that is right for your credit union.
September 26, 2016 - September 27, 2016 (All Day Event)
CUES School of Member Experience™
Event details:
September 26, 2016 - September 27, 2016
All Day Event
Charleston,SC

Attend and gain the knowledge you need to build an outstanding member experience at every touch point. Beyond member satisfaction and sales and service culture, research shows that to maximize member profitability and competitive advantage, credit unions must analyze every member touch point to ensure that member experience is one that develops and retains high value members.
September 27, 2016 - September 29, 2016 (All Day Event)
CUES School of IT Leadership™
Event details:
September 27, 2016 - September 29, 2016
All Day Event
Charleston,SC

Help your credit union’s information technology leadership play a valuable part in delivering value and exceptional service to your members
September 27, 2016 (02:00 PM - 02:35 PM)
A Simple Way to Reduce Mortgage Lending Risk by as Much as 33%
Event details:
September 27, 2016
02:00 PM - 02:35 PM
Loan growth, especially mortgage lending, has reached record levels. As loans grow, so do delinquency rates. Multiple studies have shown that counseling home buyers before they purchase a home can reduce risk of serious delinquency (90 days or more) by as much as 33%. We will discuss: What does the data indicate? Why is housing counseling so effective? What are the components of a quality housing counseling session? How can you use counseling to reduce your mortgage lending risk?
September 27, 2016 (02:00 PM - 03:00 PM)
The Cyber Threat To Credit Unions: Lessons To Inform A Solid Defense
Event details:
September 27, 2016
02:00 PM - 03:00 PM
The nature of cyber threats to financial institutions continues to evolve, illuminating emerging risks to credit unions. This webinar offers insight into the nature of cyber threats and how to respond to protect the institution and its members.
September 28, 2016 - October 01, 2016 (All Day Event)
NCOFCU 2016 Conference
Event details:
September 28, 2016 - October 01, 2016
All Day Event
Denver,CO

The key aspects of this meeting will focus on the structured roundtable discussions among the attendees from the credit union community. Participants will have the opportunity to sit in on breakout sessions covering a variety of subjects of key interest to credit unions.You'll walk away with: •Tools and techniques from credit union leaders •Fresh and innovative business strategies – from growing your products to being ready for the next wave of change.
September 28, 2016 - October 01, 2016 (All Day Event)
CUNA 21st Annual Technology Council Conference
Event details:
September 28, 2016 - October 01, 2016
All Day Event
Hotel details will be available closer to the conference
September 28, 2016 - October 01, 2016 (All Day Event)
19th Annual Operations, Sales & Service Council Conference
Event details:
September 28, 2016 - October 01, 2016
All Day Event
Cosmopolitan Hotel | Las Vegas | September 28- October 1, 2016
September 28, 2016 (02:00 PM - 03:00 PM)
4 Emails To Make Your Next Marketing Campaign A Smash
Event details:
September 28, 2016
02:00 PM - 03:00 PM
Join Callahan & Associates and Redstone Credit Union for a discussion on how the cooperative's small marketing staff used email analytics and automation to help sell thousands of new checking accounts.
September 29, 2016 (09:45 AM - 10:45 AM)
Turn your Member Experience into Revenue with Suncoast Credit Union
Event details:
September 29, 2016
CTC_OpSS-250x250
09:45 AM - 10:45 AM
CUNA OpSS Conference at The Cosmopolitan of Las Vegas
3708 Las Vegas Boulevard South
Las Vegas,NV
89109

(800) 356-9655

Join Darlene Johnson, SVP Member Experience, Suncoast Credit Union and Karen Koundourakis, VP Member Engagement, Suncoast Credit Union as they deliver best practices for building profitable member relationships by understanding their journey.
October 04, 2016 - October 06, 2016 (All Day Event)
Collections Institute from Lending Solutions Consulting
Event details:
October 04, 2016 - October 06, 2016
collectionsemailreaady
All Day Event
Buena Vista Palace Hotel & Spa
1900 Buena Vista Drive
Lake Buena Vista,FL
32830

800-445-8667

Lending Solutions Consulting presents the Collections Institute, featuring Karin Brown-Purtell. Tue Oct 04, 2016 - 8:00am to Thu Oct 06, 2016 - 4:00pm Orlando, FL Stop the burnout! Let’s make this FUN! A collector’s role is not only vital to the success of the credit union, but also to the troubled borrower! Your approach toward borrowers makes a difference in your success. Like many credit unions, losses are high and loans have slowed down. Let's reverse this trend!
October 05, 2016 - October 07, 2016 (All Day Event)
2016 NASCUS Summit
Event details:
October 05, 2016 - October 07, 2016
All Day Event
NASCUS will host its 51st annual NASCUS State System Summit Oct. 5-7, 2016, at the Westin Chicago River North located at 320 N Dearborn St., Chicago, IL 60654.
October 05, 2016 - October 08, 2016 (All Day Event)
40th Annual Chairmen's Roundtable Forum
Event details:
October 05, 2016 - October 08, 2016
All Day Event
An innovative learning experience featuring problem-solving discussions on issues and trends affecting credit unions and boards. This unique event is staged so that every participant sits down with almost every other attendee undefined allowing the widest possible exchange of information, ideas and strategies.
October 05, 2016 - October 07, 2016 (All Day Event)
2016 State System Summit
Event details:
October 05, 2016 - October 07, 2016
All Day Event
The only meeting dedicated exclusively to the issues and needs of the state credit union system, this conference brings together the key players in one place to discuss and consider solutions and approaches to issues and trends affecting credit union regulators and practitioners through open dialog and mutual exchange.
October 06, 2016 - October 07, 2016 (All Day Event)
RSM's 40th Annual National Credit Union Conference
Event details:
October 06, 2016 - October 07, 2016
All Day Event
Red Rock Casino Resort and Spa
11011 W Charleston Blvd.
Las Vegas,NV
89135

866 767 7773

RSM's 40th Annual National Credit Union Conference
October 06, 2016 (02:00 PM - 03:00 PM)
How To Use High-Yield Ownership Accounts To Build Loyalty
Event details:
October 06, 2016
02:00 PM - 03:00 PM
Rogue Credit Union beats the market and its peer averages with an ownership savings account. Learn how you can, too, in this Callahan Leadership Webinar.
October 09, 2016 - October 11, 2016 (All Day Event)
CU Members Mortgage National Lending Conference
Event details:
October 09, 2016 - October 11, 2016
120X240_2BAR_2016_V2
All Day Event
Omni Fort Worth
1300 Houston St.
Fort Worth ,TX
76102

800-607-3474

CU Members Mortgage brings Listening, Learning, and Laughing to the 18th National Mortgage Lending Conference scheduled for October 9-11, 2016 in Fort Worth, Texas at the Omni Hotel.
October 11, 2016 - October 12, 2016 (05:30 PM - 05:00 PM)
Callahan & Associates - CFO Roundtable, Chicago
Event details:
October 11, 2016 - October 12, 2016
05:30 PM - 05:00 PM
Callahan’s CFO Roundtables are open to all credit unions participating in our Leadership Program. Join like-minded finance executives for these one night + one day events designed for attendees to share ideas, concerns, challenges, and opportunities in a no-holds-barred open session. Rather than surface-level networking you get at large industry conferences, Callahan Roundtables are designed to cultivate more meaningful connections with a small group of professionals.
October 12, 2016 - October 13, 2016 (05:30 PM - 03:00 PM)
Callahan Technology Roundtable - Washington, DC
Event details:
October 12, 2016 - October 13, 2016
05:30 PM - 03:00 PM
Callahan’s Technology Roundtables are open to all credit unions participating in our Leadership Program. Join like-minded Technology executives for these one night + one day events designed for attendees to share ideas, concerns, challenges, and opportunities in a no-holds-barred open session.
October 13, 2016 (02:00 PM - 03:00 PM)
Best Practices In Non-Interest Income
Event details:
October 13, 2016
02:00 PM - 03:00 PM
Join Callahan & Associates and Dave Mooney, CEO of Alliant Credit Union, for a discussion on the value of non-interest income, the top and emerging sources, and ways to boost this type of income at your credit union.
October 20, 2016 - October 21, 2016 (All Day Event)
Brick & Associates Strategic Conference
Event details:
October 20, 2016 - October 21, 2016
All Day Event
Mohegan Sun Resort & Casino
1 Mohegan Sun Boulevard
Uncasville,CT

866-708-1340

Brick & Associates conducts Annual Strategic Conferences. Over 750 CEOs, VPs, CFOs, Directors, and staff members attend these Strategic Conferences annually. The 2016 Conference agenda will be available in late March. On-line registration is being set up and will be available in early 2016. Visit www.brickinc.com for more information or call us at 800-332-8188.
October 20, 2016 (02:00 PM - 03:00 PM)
The Next Stage Of Performance Management
Event details:
October 20, 2016
02:00 PM - 03:00 PM
Join Callahan & Associates and Carol Cross, vice president of human resources for Eastman Credit Union, for a discussion on Eastman's philosophy of continuous performance management.
October 23, 2016 - October 26, 2016 (All Day Event)
CUES CEO/Executive Team Network
Event details:
October 23, 2016 - October 26, 2016
All Day Event
Savannah,GA

This dynamic event is exclusively for credit union CEOs and senior executives. It focuses on growth opportunities and offers the chance to network with your peers. Top speakers will address the movement’s hot topics.
October 25, 2016 - October 27, 2016 (All Day Event)
University of Lending 3-Day
Event details:
October 25, 2016 - October 27, 2016
tampa_emailready
All Day Event
DoubleTree Tampa Airport - Westshore
4500 West Cypress Street
Tampa,FL
33607

813-879-4800

University of Lending 3-Day with Bob Schroeder Tampa, FL October 25-27, 2016 Location: DoubleTree Tampa Airport - Westshore 4500 West Cypress Street Tampa, FL 33607 (813) 879-4800 Corporate Rate: $139 - through 10/3/16 Tuition: $1195 Per Attendee $995 Return Attendee $600 CEO
October 25, 2016 (02:00 PM - 03:00 PM)
How To Create A Culture Of Accountability
Event details:
October 25, 2016
02:00 PM - 03:00 PM
Join Callahan & Associates and Sandra Lueders, vice president of human resources at Vantage West Federal Credit Union, for a discussion on what it means to create a culture of accountability and how to create such a culture within any credit union.
Looking Forward:
October 30, 2016 - November 02, 2016 (All Day Event)
22nd Annual CUNA Lending Council Conference
Event details:
October 30, 2016 - November 02, 2016
All Day Event
Cosmopolitan Hotel | Las Vegas | October 30 – November 2, 2016
November 13, 2016 - November 16, 2016 (All Day Event)
NASCUS/CUNA BSA Conference
Event details:
November 13, 2016 - November 16, 2016
All Day Event
OFAC. FinCEN. FFIEC. AML. BSACS — and more. You know the acronyms — you live by the procedures, protocols and standards for which they stand. But how do you keep up with the changes? This acclaimed, three-day conference (with a one-day, bonus pre-conference session) offers compliance officers, state and federal examiners, industry experts and regulators — from beginners to veterans — a forum for discussing and learning about the very latest on the complex federal BSA laws.
November 26, 2016 (09:00 PM - 11:50 PM)
Call Center Services
Event details:
November 26, 2016
09:00 PM - 11:50 PM
Go4customer is a leading provider of Business Process Outsourcing services to leading clients across industries. We possess years of experience in delivering desired business outcomes for our clients with our Call center services become relevant to demarcate these factors. Hence outsourcing contact center services to an offshore provider is an ideal strategy that has to be implemented for witnessing progress in profit margins.best-in-class outbound, inbound and web enabled outsourcing services.
November 30, 2016 - December 01, 2016 (All Day Event)
A/LM Education: The Fundamentals
Event details:
November 30, 2016 - December 01, 2016
All Day Event
Phoenix,AZ

Our day-and-a-half flagship course addresses practical issues that credit unions struggle with daily. You'll work in teams using case studies of real credit unions. We'll quickly test decisions you'd consider if you were managing these credit unions and you'll see how your decisions could change the financial performance and risk profiles of your case studies. You will leave the session better equipped to make business decisions using A/LM to evaluate those decisions.
December 02, 2016 (All Day Event)
A/LM Education: Advanced Balance Sheet Management
Event details:
December 02, 2016
All Day Event
Phoenix,AZ

Participants can earn up to 8 CPE credits This course builds on the concepts provided in the Fundamentals: Using A/LM as a Weapon session. This one-day course will focus on questions to ask when contemplating key strategic decisions. Throughout the course, there will be opportunities to discuss specific questions, issues and decisions you may be considering. Who Should Attend: Any credit union board member, executive, manager, accountant or analyst with responsibility for A/LM.
Past Events:
September 19, 2016 - September 21, 2016 (All Day Event)
ACUMA 2016 Annual Conference
Event details:
September 19, 2016 - September 21, 2016
All Day Event
Renaissance Washington DC
September 19, 2016 - September 23, 2016 (All Day Event)
IRA Institute
Event details:
September 19, 2016 - September 23, 2016
All Day Event
Embassy Suites Alexandria
1900 Diagonal Road
Alexandria,VA
22314

703-684-5900

The IRA Institute is an intense five-day training program that provides in-depth instruction on the "need-to-know" aspects of Traditional IRAs, Roth IRAs, simplified employee pension (SEP) plans, and savings incentive match plan for employees of small employers (SIMPLE) IRAs. Spanning five days, the IRA Institute integrates extensive IRA material, objective-based training methods, and practical applications of the rules to create the ideal learning environment.
September 20, 2016 - September 22, 2016 (All Day Event)
University of Lending 3-Day Syracuse, NY
Event details:
September 20, 2016 - September 22, 2016
syracuseadslick_ER
All Day Event
Sheraton Syracuse University Hotel & Conference Center
801 University Avenue
Syracuse,NY
13210

315-475-3000

Ed Swanson teaches this high-energy 3-Day University of Lending near the campus of beautiful Syracuse University. Tuesday, Sept 20 - Thursday, Sept 22 Location: Sheraton Syracuse University Hotel & Conference Center 801 University Avenue Syracuse, NY 13210 (315) 475-3000 Corporate Rate: $149 - through 8/29/16 Tuition: $1195 Per Attendee $995 Return Attendee $600 CEO
September 21, 2016 - September 24, 2016 (All Day Event)
CCACU 35th Annual Conference
Event details:
September 21, 2016 - September 24, 2016
All Day Event
The Combined Council of America's Credit Unions 35th Annual Conference will be held at Casino Del Sol in Tucson, Arizona.
September 21, 2016 - September 23, 2016 (All Day Event)
Executive Lending Roundtable
Event details:
September 21, 2016 - September 23, 2016
All Day Event
Austin,TX

An Executive Lending Roundtable aimed at helping credit unions learn how to compete successfully in the near and non prime auto space while earning 4-6 times higher yields than on your prime portfolio.
September 22, 2016 - September 23, 2016 (All Day Event)
Brick & Associates Strategic Conference
Event details:
September 22, 2016 - September 23, 2016
All Day Event
East Lansing Marriott
300 M.A.C. Avenue
East Lansing,MI

Brick & Associates conducts Annual Strategic Conferences. Over 750 CEOs, VPs, CFOs, Directors, and staff members attend these Strategic Conferences annually. The 2016 Conference agenda will be available in late March. Visit www.brickinc.com for more information or call us at 800-332-8188.
September 22, 2016 (02:00 PM - 03:00 PM)
Lessons From A Rocky Online Banking Conversion
Event details:
September 22, 2016
02:00 PM - 03:00 PM
Join Callahan & Associates and Judy Walz, senior vice president of marketing and planning at VyStar Credit Union, for a discussion on the lessons the Jacksonville, FL, institution learned from its online banking conversion.
September 26, 2016 (All Day Event)
CFO Roundtable
Event details:
September 26, 2016
All Day Event
A CFO roundtable is being hosted by The MD|DC Credit Union Association, DoerenMayhew CPAs & Advisors, and The Baker Group on September 26 at the Association’s office in Columbia, Maryland.
 
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