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July 2015 Events

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Current Events:
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 28, 2015 (04:00 PM - 05:00 PM)
Peer-To-Peer Training Exclusive Content
Event details: Exclusive Content
July 28, 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 29, 2015 (04:00 PM - 05:00 PM)
CUAnalyzer Training Exclusive Content
Event details: Exclusive Content
July 29, 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 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.
July 30, 2015 (02:00 PM - 03:00 PM)
Peer Group Selection For Better Benchmarking
Event details:
July 30, 2015
02:00 PM - 03:00 PM
Join Callahan & Associates for a webinar dedicated to showing attendees how to optimize benchmarking efforts and strengthen their credit unions.
July 30, 2015 (04:00 PM - 05:00 PM)
MortgageAnalyzer Training
Event details:
July 30, 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!
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.
August 05, 2015 (04:00 PM - 05:00 PM)
CUTarget Training Exclusive Content
Event details: Exclusive Content
August 05, 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...
August 06, 2015 (02:00 PM - 03:00 PM)
5 Ways To Build A Better Strategic Planning Process
Event details:
August 06, 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 19, 2015 (02:00 PM - 03:00 PM)
2Q 2015 Trendwatch — Day 1
Event details:
August 19, 2015
02:00 PM - 03:00 PM
Callahan's quarterly Trendwatch webinar offers insight attendees won't find anywhere else weeks before the official NCUA data release.
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 20, 2015 - August 21, 2015 (All Day Event)
Paving the Way to Culture Reinvention: Inspiring Your Dynamic Sales and Service Culture
Event details:
August 20, 2015 - August 21, 2015
All Day Event
Island House Resort

Mackinac Island,MI

This two-day workshop will focus on our ever-changing financial services industry, and more importantly, how you and your team can compete both today and in the future. Learning how to adapt and remain versatile in this active environment will impact your department, branch and credit union as a whole. In addition, this workshop focuses on progressing your sales culture through effective leadership and collaborative coaching.
August 20, 2015 (11:30 AM - 12:30 PM)
2Q 2015 Trendwatch — Day 2
Event details:
August 20, 2015
11:30 AM - 12:30 PM
Callahan's quarterly Trendwatch webinar offers insight attendees won't find anywhere else weeks before the official NCUA data release.
August 20, 2015 (03:30 PM - 05:00 PM)
Top Examiner Concerns For ALM
Event details:
August 20, 2015
03:30 PM - 05:00 PM
The former federal examiners from First Empire’s Office of Regulatory Affairs will draw upon their field experience with credit unions across the U.S. to share what the top concerns examiners are raising this year on asset liability management.
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 25, 2015 (02:00 PM - 03:00 PM)
Build A Mobile Team To Attract Young Adults
Event details:
August 25, 2015
02:00 PM - 03:00 PM
Join Altra Credit Union for a discussion on how its Go Mobile team promotes and encourages adoption of its technology offerings.
Looking Forward:
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 08, 2015 - November 30, 2015 (All Day Event)
IRA Online Institute
Event details:
September 08, 2015 - November 30, 2015
Online480x80
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.
September 08, 2015 (02:00 PM - 03:00 PM)
A Strategy To Hit $1 Million In Net Income
Event details:
September 08, 2015
02:00 PM - 03:00 PM
Join Firefighters Credit Union for a discussion on the bright future of its “non-punitive” insurance option.
September 09, 2015 - September 11, 2015 (All Day Event)
Credit Union Executive Leadership Symposium
Event details:
September 09, 2015 - September 11, 2015
All Day Event
Chicago,IL

The Symposium will cover a broad range of topics of a strategic nature. Whether you are a CEO, CFO, COO, Manager, Board Member, or anyone leading technology, investments, or strategic planning for your organization, this symposium is right for you. Please join us and your peers for three days of thought-provoking sessions, professional networking and the opportunity to enhance your leadership expertise.
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 17, 2015 (All Day Event)
IRA Supertrain
Event details:
September 14, 2015 - September 17, 2015
All Day Event
Bellagio
3600 Las Vegas Blvd
Las Vegas,NV
89109

702-693-7111

IRA Supertrain® is a comprehensive learning experience filled with activities to improve your IRA and HSA knowledge. The intensive 3-day program is specifically designed for financial organization employees and managers who work with IRAs. Monday afternoon provides the opportunity to attend a preconference workshop focused on health savings accounts. IRA Specialist certification also is available.
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.
September 17, 2015 - September 18, 2015 (All Day Event)
Brick & Associates 2015 Strategic Conference
Event details:
September 17, 2015 - September 18, 2015
All Day Event
East Lansing Marriott
300 MAC Avenue
East Lansing,MI
48823

800-228-9290

2-Day Strategic Conference
September 20, 2015 - September 25, 2015 (All Day Event)
Strategic Innovation Institute I, Hosted At MIT
Event details:
September 20, 2015 - September 25, 2015
All Day Event
MIT Sloan School of Management, Massachusetts Institute of Technology

Cambridge,MA

Year one of Strategic Innovation Institute offers an integrated curriculum of strategy, innovation and technology, and leadership.
September 21, 2015 - September 23, 2015 (All Day Event)
2015 Annual Sharetec Users Conference
Event details:
September 21, 2015 - September 23, 2015
All Day Event
Disney's BoardWalk Resort
2101 Epcot Resorts Boulevard
Lake Buena Vista,FL
32830

260-625-5107

Welcome to the 19th Annual Sharetec Users Conference. This year we will be hosting our conference in Disney World, Orlando, FL, on September 21st - 23rd, 2015 at the Boardwalk Inn. Choose workshops from a collection of topics relevant to your credit union. Our hands-on labs allow users to sit at a computer and take a test drive on some new features. They will also enjoy credit union related speakers and vendors sure to enlighten with ideas that can be used to grow membership and develop business
September 21, 2015 - September 25, 2015 (All Day Event)
CUES Advanced School Of Business Lending: Commercial Real Estate Lending
Event details:
September 21, 2015 - September 25, 2015
All Day Event
Hyatt Regency San Antonio

San Antonio,TX

Commercial real estate and construction and development are on the rise, and many potential new borrowers are within your credit union’s grasp. Equip yourself and your staff with the latest techniques to successfully offer commercial real estate and construction and development financing by attending CUES School of Commercial Real Estate Lending.
September 21, 2015 - September 25, 2015 (All Day Event)
IRA Institute
Event details:
September 21, 2015 - September 25, 2015
Onsite480x80
All Day Event
Hyatt Regency Savannah
Two W. Bay Street
Savannah,GA
31401

912-238-1234

The IRA Institute an intense five-day training program 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 22, 2015 - September 23, 2015 (All Day Event)
Becoming a Strategic Thinker and Leader Workshop
Event details:
September 22, 2015 - September 23, 2015
All Day Event
Island Casino Resort

Harris,MI

This two-day workshop will focus on ways you can become a strategic thinker and trailblazer for your credit union. Our team will provide the skills you need to become a calculated partner in the industry, and grow your understanding of important metrics that drive performance. The workshop also focuses on the importance of strong leadership, consistency and empowering the top performers in your credit union.
September 23, 2015 - September 25, 2015 (All Day Event)
CNBS Institute - FAST TRACK
Event details:
September 23, 2015 - September 25, 2015
All Day Event
MAZUMA Credit Union as Co-Sponsor
7260 West 135th Street
Overland Park,KS
66223

800-222-0978

Since 1996, CNBS has offered the original CNBS Institute Series CPE Sponsored State of the Art Training for your Board Members and your Management. CNBS is offering the next Fast Track Institute – A three day, 24 hour CPE certified course designed to put you on the Fast Track to gaining the tools you need to manage or support your credit union’s balance sheet, risk, investment and portfolio management functions on Sept. 23-25, 2015 in Overland Park, KS along with Co-sponsor, MAZUMA Credit Union.
September 28, 2015 - September 29, 2015 (05:30 PM - 03:00 PM)
Callahan CLO Roundtable - Washington, DC
Event details:
September 28, 2015 - September 29, 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.
October 05, 2015 - October 06, 2015 (All Day Event)
Member Loyalty Group Users Meeting
Event details:
October 05, 2015 - October 06, 2015
All Day Event
Hotel Allegro Chicago
171 W. Randolph Street
Chicago,IL
60601

Member Loyalty Group is excited to announce that this year’s annual Users Meeting will be at the Hotel Allegro Chicago, in the historic Theater District, and just a few blocks away from Millennium Park. Please visit www.memberloyaltygroup.com for more information.
October 07, 2015 - November 11, 2015 (All Day Event)
IRA University
Event details:
October 07, 2015 - November 11, 2015
All Day Event
This 6-week blended course (webinars and eLearning) provides the tools to build a solid IRA knowledge base and become certified as an IRA Specialist at the Associate level. Throughout the course, you will have one 90-minute weekly webinar session and 24-hour access to the on-demand training portions of the course. This blended approach gives you the flexibility to build skills for your IRA success today, and into the future, without the travel expense.
Past Events:
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 22, 2015 (02:00 PM - 03:00 PM)
Trends In Credit Union Marketing Spend
Event details:
July 22, 2015
02:00 PM - 03:00 PM
Join Callahan & Associates for a discussion on credit union marketing spend and what it means for member relationships, member growth, and product penetration.
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!
 
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