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April 2017 Events

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Current Events:
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 25, 2017 (11:30 AM - 12:30 PM)
AML and regulatory compliance webcast series—Spring 2017
Event details:
April 25, 2017
11:30 AM - 12:30 PM
Join us on April 25 as we discuss a timeline for HMDA data collection implementation and address common questions.
April 25, 2017 - April 27, 2017 (01:00 PM - 02:30 PM)
Vendor Management Bootcamp
Event details:
April 25, 2017 - April 27, 2017
01:00 PM - 02:30 PM
There is ever increasing focus by regulators and expectations by your board around vendor risk to ensure your firm maintains an effective third party management program. Join us for this free vendor management bootcamp where we will show you “how” to accomplish some of the most challenging vendor management tasks.
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
April 27, 2017 (02:00 PM - 03:00 PM)
2017 Credit Card Management Series — Card Market Overview
Event details:
April 27, 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.
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 3, 2017 (02:00 PM - 03:00 PM)
Strategies To Safely Sell Loans
Event details:
May 3, 2017
02:00 PM - 03:00 PM
Join Callahan & Associates and Dan Kampen, chief financial officer at Bellco Credit Union, for a discussion on Bellco’s participation lending strategy, including how to source business and identify what buyers want as well as best practices for attentive underwriting and due diligence.
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 16, 2017 (02:00 PM - 03:00 PM)
Turn Losses Into Gains In 12 Months Or Less
Event details:
May 16, 2017
02:00 PM - 03:00 PM
Join Dan McGowan, CEO of Pioneer West Virginia, for a discussion on how the credit union turned six-figure losses into a seven-figure gain while making the cooperative an enjoyable place to work.
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
Looking Forward:
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.
June 6, 2017 - June 7, 2017 (All Day Event)
Competitive Advantage: Strategies to Win in the New Purchase Market
Event details:
June 6, 2017 - June 7, 2017
All Day Event
Oxen,MD

Sessions for the 2017 ACUMA East Coast Workshop are tailored for mortgage-lending credit unions. Our agenda gives you access to the knowledge (and experts) you need to compete in today’s rapidly changing environment. We hit all the hot topics—compliance, regulatory environment, secondary market features, etc.—as well as emerging areas that will become more important—E-closings and digital end-to-end mortgages, for example. In addition to the expert presenters, we’ll also have your credit union
June 6, 2017 - June 7, 2017 (All Day Event)
ACUMA Spring Workshop - Gaylord's National Harbor
Event details:
June 6, 2017 - June 7, 2017
All Day Event
Oxen, MD (10 miles from downtown Washington, DC),MD

Competitive Advantage: Strategies to Win in the New Purchase Market This year’s ACUMA Workshops gives you access to the knowledge (and experts) you need to compete in today’s rapidly changing lending environment. We hit all the hot topics—compliance, regulatory environment, secondary market features—as well as emerging areas that are becoming more important, such as E-closings and digital end-to-end mortgages. In addition to the expert presenters, we’ll also have your credit union peers sharin
June 11, 2017 - June 14, 2017 (05:30 PM - 12:00 PM)
AXFI Conference
Event details:
June 11, 2017 - June 14, 2017
AXFI-Logo-Large
05:30 PM - 12:00 PM
Hyatt Regency Bloomington - Minneapolis
3200 East 81st Street
Minneapolis,MN
55425

763-548-1313

The AXFI Conference addresses the growing need to make analytics and innovation a top priority for credit unions. This conference is designed to be of interest to all levels of credit union management. Join industry experts and key playmakers for discussions about analytics and innovation and how they both play a major role in the rapidly-changing future of credit unions. Learn, discover, and collaborate with us from June 11-14, 2017. www.axficonference.com
June 13, 2017 (08:30 AM - 09:30 AM)
Key Note Address at AXFI Conference - Rhonda Sheets
Event details:
June 13, 2017
Portal-AXFI-banner-FINAL_03
08:30 AM - 09:30 AM
Hyatt Regency Bloomington - Minneapolis
3200 East 81st Street
Minneapolis,MN
55425

763-548-1313

Key Note Address: Loyalty-in-the-Moment: The New Norm of Generation CX - Why Yesterday’s CX Methods and Metrics Won’t Work Anymore
June 26, 2017 - June 27, 2017 (05:30 PM - 03:00 PM)
Callahan & Associates CFO Roundtable - Philadelphia
Event details:
June 26, 2017 - June 27, 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.
June 27, 2017 - June 28, 2017 (05:30 PM - 03:00 PM)
Callahan & Associates Lending Roundtable - Philadelphia
Event details:
June 27, 2017 - June 28, 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.
Past Events:
April 20, 2017 (03:30 PM - 04:30 PM)
State of the Credit Union Industry
Event details:
April 20, 2017
03:30 PM - 04:30 PM
Do you want to see how your credit union’s performance measures up to the rest of the industry? This webinar will examine the credit union industry’s consolidated balance sheet based on call report data through December 31, 2016 to highlight trends in loan growth, investment allocation and shifts in deposit mix. We will also review capital utilization, liquidity and margin trends, as well as recent and historical operating and income ratios, to identify areas of competitive strength and weaknes
 
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