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August 2019 Events

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Vendor Management 101
Event's details:
July 30, 2019
02:00 PM - 03:00 PM
Elizabethtown, KY ,

In recent years, few areas of regulatory compliance have gotten as much attention as vendor management. The stakes are high, so there’s never been a better time to get a grasp on this important topic. From data breaches to unfair practices, enforcement actions have increased and the level of scrutiny has never been greater. There’s little tolerance for lapses in program performance on all facets of vendor management.
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Callahan's Peer-to-Peer Bootcamp (Milwaukee, WI)
Event's details:
August 05, 2019-August 06, 2019
09:00 AM - 02:00 PM
Callahan Analytics: Peer-to-Peer Bootcamp is an interactive training course that accelerates your understanding of the power of Peer-to-Peer and how performance benchmarking can help you do your job better.
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University of Lending
Event's details:
August 06, 2019-August 08, 2019
bobschool_cleveland
All Day Event
Hilton Garden Inn Cleveland East/Mayfield Village
700 Beta Drive
Cleveland, OH , 44143

440-646-1777

Rex Johnson’s mission of ‘serving the under-served’ has given over 50,000 credit union employees the tools needed to be the ‘best of the best.’ The University of Lending will maximize your employee’s potential, generating more income, achieving dramatic improvements in loan yields, ROAs, and member service practices, while discovering a new-found motivation for lending and people helping people.
C-Suite Immersion – Phase 2
Event's details:
August 06, 2019-August 09, 2019
All Day Event
c. myers corporation
8222 South 48th Street, Suite 275
Phoenix, AZ , 85044

800.238.7475

Phase 2 of C-Suite Immersion builds on the foundations established in Phase 1. Phase 2 allows participants to use what they learned in Phase 1 by practicing thought-processes of – and responses to – true business situations. The process consists of two required phases for a total of eight days of experiential learning onsite at c. myers’ office and momentum calls. Phase 1 Onsite: April 23-26, 2019 | Phase 2 Onsite: August 6-9, 2019.
Callahan's Peer-to-Peer Bootcamp (Milwaukee, WI)
Event's details:
August 05, 2019-August 06, 2019
09:00 AM - 02:00 PM
Callahan Analytics: Peer-to-Peer Bootcamp is an interactive training course that accelerates your understanding of the power of Peer-to-Peer and how performance benchmarking can help you do your job better.
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University of Lending
Event's details:
August 06, 2019-August 08, 2019
bobschool_cleveland
All Day Event
Hilton Garden Inn Cleveland East/Mayfield Village
700 Beta Drive
Cleveland, OH , 44143

440-646-1777

Rex Johnson’s mission of ‘serving the under-served’ has given over 50,000 credit union employees the tools needed to be the ‘best of the best.’ The University of Lending will maximize your employee’s potential, generating more income, achieving dramatic improvements in loan yields, ROAs, and member service practices, while discovering a new-found motivation for lending and people helping people.
C-Suite Immersion – Phase 2
Event's details:
August 06, 2019-August 09, 2019
All Day Event
c. myers corporation
8222 South 48th Street, Suite 275
Phoenix, AZ , 85044

800.238.7475

Phase 2 of C-Suite Immersion builds on the foundations established in Phase 1. Phase 2 allows participants to use what they learned in Phase 1 by practicing thought-processes of – and responses to – true business situations. The process consists of two required phases for a total of eight days of experiential learning onsite at c. myers’ office and momentum calls. Phase 1 Onsite: April 23-26, 2019 | Phase 2 Onsite: August 6-9, 2019.
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University of Lending
Event's details:
August 06, 2019-August 08, 2019
bobschool_cleveland
All Day Event
Hilton Garden Inn Cleveland East/Mayfield Village
700 Beta Drive
Cleveland, OH , 44143

440-646-1777

Rex Johnson’s mission of ‘serving the under-served’ has given over 50,000 credit union employees the tools needed to be the ‘best of the best.’ The University of Lending will maximize your employee’s potential, generating more income, achieving dramatic improvements in loan yields, ROAs, and member service practices, while discovering a new-found motivation for lending and people helping people.
Mortgage Lending Roadshow
Event's details:
August 08, 2019-August 09, 2019
CU_Members_Roadshow_FINAL
All Day Event
Loew's Philadelphia
1200 Market Street
Philadelphia, PA , 19107

800-607-3474

CU Members Mortgage welcomes credit union mortgage professionals to join us in a lending workshop to uncover new ways to grow your pipeline, improve your workflow, and uncover best practices to help you lend faster, smarter and better.
C-Suite Immersion – Phase 2
Event's details:
August 06, 2019-August 09, 2019
All Day Event
c. myers corporation
8222 South 48th Street, Suite 275
Phoenix, AZ , 85044

800.238.7475

Phase 2 of C-Suite Immersion builds on the foundations established in Phase 1. Phase 2 allows participants to use what they learned in Phase 1 by practicing thought-processes of – and responses to – true business situations. The process consists of two required phases for a total of eight days of experiential learning onsite at c. myers’ office and momentum calls. Phase 1 Onsite: April 23-26, 2019 | Phase 2 Onsite: August 6-9, 2019.
2019 Credit Card Management Series: Calculating P
Event's details: Leadership Content
August 08, 2019
02:00 PM - 03:00 PM
The 2019 Credit Card Management School, a partnership between Callahan & Associates and TRK Advisors, helps credit unions optimize their card portfolios and better understand the latest trends in program design and management. This second session of the popular three-part series focuses on program profitability.
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Mortgage Lending Roadshow
Event's details:
August 08, 2019-August 09, 2019
CU_Members_Roadshow_FINAL
All Day Event
Loew's Philadelphia
1200 Market Street
Philadelphia, PA , 19107

800-607-3474

CU Members Mortgage welcomes credit union mortgage professionals to join us in a lending workshop to uncover new ways to grow your pipeline, improve your workflow, and uncover best practices to help you lend faster, smarter and better.
C-Suite Immersion – Phase 2
Event's details:
August 06, 2019-August 09, 2019
All Day Event
c. myers corporation
8222 South 48th Street, Suite 275
Phoenix, AZ , 85044

800.238.7475

Phase 2 of C-Suite Immersion builds on the foundations established in Phase 1. Phase 2 allows participants to use what they learned in Phase 1 by practicing thought-processes of – and responses to – true business situations. The process consists of two required phases for a total of eight days of experiential learning onsite at c. myers’ office and momentum calls. Phase 1 Onsite: April 23-26, 2019 | Phase 2 Onsite: August 6-9, 2019.
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2Q19 Trendwatch
Event's details:
August 15, 2019
02:00 PM - 03:00 PM
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
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Defining Proper Vendor Due Diligence Requirements
Event's details:
August 20, 2019
02:00 PM - 03:00 PM
Elizabethtown, KY ,

We will walk you through what you should be doing for due diligence on your third parties. Due diligence is a fundamental pillar to every vendor management program to effectively manage risk and meet regulatory expectations. Done well, it's an exercise that can protect your company, customers, data and shareholders.
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Strategies For A Smooth Conversion
Event's details: Leadership Content
August 21, 2019
02:00 PM - 03:00 PM
Join Callahan & Associates and Stephanie Carl, director of marketing and digital experience at Corning Credit Union, for an interactive discussion about how the credit union created a formal team to implement a three-pronged, no-surprise communications strategy and ensure a smooth technology conversion.
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MAP's Annual User's Conference
Event's details:
August 22, 2019
uConference19
All Day Event
Cedarbrook Lodge
18525 36TH AVENUE SOUTH
Seattle, WA , 98188

MAP hosts this small conference each year for credit unions where we bring together industry experts to meet in a relaxed setting for learning and exploring what is happening in the payments industry and how it will impact our members.
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How Automation Can Improve The Member Experience
Event's details: Leadership Content
August 27, 2019
02:00 PM - 03:00 PM
Join Callahan & Associates and Affinity FCU's Charlie White, business transformation officer, and Marc Conover, workforce manager, for an interactive discussion about how the credit union is leveraging robotic process automation (RPA) to improve the member experience.
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