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July 2019 Events

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CEO Readiness – Phase 2
Event's details:
July 09, 2019-July 12, 2019
All Day Event
c. myers corporation
8222 South 48th Street, Suite 275
Phoenix, AZ , 85044

800.238.7475

Phase 2 of CEO Readiness 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: March 19-22, 2019 | Phase 2 Onsite: July 9-12, 2019.
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CEO Readiness – Phase 2
Event's details:
July 09, 2019-July 12, 2019
All Day Event
c. myers corporation
8222 South 48th Street, Suite 275
Phoenix, AZ , 85044

800.238.7475

Phase 2 of CEO Readiness 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: March 19-22, 2019 | Phase 2 Onsite: July 9-12, 2019.
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Mortgage Lending Roadshow
Event's details:
July 11, 2019-July 12, 2019
CU_Members_Roadshow_FINAL
All Day Event
The Ritz Carlton Denver
1881 Curtis St.
Denver, CO , 80202

800-607-3474

CU Members Mortgage welcomes credit union mortgage professionals to join us in a 2 day session that will inspire and challenge you to make your mortgage lending efforts smarter, faster, and better. We'll uncover operational secrets that can improve your bottom line and discover new tactics that can help you manage your pipeline better. Explore best practices and network with your peers to connect with long-lasting resources for years to come. Register now for your early bird special discount.
CEO Readiness – Phase 2
Event's details:
July 09, 2019-July 12, 2019
All Day Event
c. myers corporation
8222 South 48th Street, Suite 275
Phoenix, AZ , 85044

800.238.7475

Phase 2 of CEO Readiness 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: March 19-22, 2019 | Phase 2 Onsite: July 9-12, 2019.
Provide Better Member Experiences
Event's details:
July 11, 2019
02:00 PM - 03:00 PM
Join Neustar on Thursday, July 11 at 2:00 p.m. ET for the webinar, Instantly Identify Inbound Callers to Provide Better Member Experiences and Mitigate Fraud.
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Mortgage Lending Roadshow
Event's details:
July 11, 2019-July 12, 2019
CU_Members_Roadshow_FINAL
All Day Event
The Ritz Carlton Denver
1881 Curtis St.
Denver, CO , 80202

800-607-3474

CU Members Mortgage welcomes credit union mortgage professionals to join us in a 2 day session that will inspire and challenge you to make your mortgage lending efforts smarter, faster, and better. We'll uncover operational secrets that can improve your bottom line and discover new tactics that can help you manage your pipeline better. Explore best practices and network with your peers to connect with long-lasting resources for years to come. Register now for your early bird special discount.
CEO Readiness – Phase 2
Event's details:
July 09, 2019-July 12, 2019
All Day Event
c. myers corporation
8222 South 48th Street, Suite 275
Phoenix, AZ , 85044

800.238.7475

Phase 2 of CEO Readiness 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: March 19-22, 2019 | Phase 2 Onsite: July 9-12, 2019.
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How Directions is Driving Employee Engagement
Event's details: Leadership Content
July 16, 2019
02:00 PM - 03:00 PM
Join Callahan & Associates and Kathy Martin, senior vice president of development and support at Directions Credit Union, for an interactive discussion about how the cooperative is retaining talent and developing future leaders.
Vetting Your Vendor's Cybersecurity Preparedness
Event's details:
July 16, 2019
02:00 PM - 03:00 PM
Elizabethtown, KY ,

Cybersecurity is a regulatory hot button issue. However, by taking the necessary precautions and understanding your vendor’s cybersecurity posture, you can reduce the risk of your vendors becoming your weakest link. In this session, the presenters will cover how to review your vendor’s cybersecurity to uncover if they are prepared to prevent, detect and respond to a cybersecurity issue.
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Tableau User Group: How to Party With Your Data -
Event's details:
July 17, 2019
How_to_Party_With_Your_Data
03:00 PM - 04:00 PM
Join us for a great line-up on a topic of perennial interest: core banking conversions. PARTY ON Advice and best practices in the run-up to your core conversion. Kelly Gage | Red Canoe Credit Union THE MORNING AFTER Just when you think the party is over, the REAL party begins. Observations, lessons-learned and sage advice from the first year after core conversion. Carrie Jenkins | Centra Credit Union ITS BETTER WITH FRIENDS How third-party vendors can super-charge your conversion process
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Callahan's CLO Roundtable In Minneapolis
Event's details:
July 23, 2019-July 24, 2019
05:00 PM - 03:00 PM
Callahan Roundtables are attendee-driven, and the “agenda” is 100% relevant to the attendees in the room, meaning each Callahan Roundtable is different. That’s why we can’t share an exact list of discussion topics, but we can share what we heard from lending executives across 2018.
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A Value-Add Approach to Vendor Management
Event's details: Leadership Content
July 24, 2019
02:00 PM - 03:00 PM
Join Callahan & Associates and Mike Kenzie, chief information officer for Patriot Federal Credit Union, for an interactive discussion about how the credit union's Vendor Management Committee helps business units evaluate, on-board and off-board critical vendors more effectively.
Callahan's CLO Roundtable In Minneapolis
Event's details:
July 23, 2019-July 24, 2019
05:00 PM - 03:00 PM
Callahan Roundtables are attendee-driven, and the “agenda” is 100% relevant to the attendees in the room, meaning each Callahan Roundtable is different. That’s why we can’t share an exact list of discussion topics, but we can share what we heard from lending executives across 2018.
Callahan's Retail Roundtable In Minneapolis
Event's details: Leadership Content
July 24, 2019-July 25, 2019
05:00 PM - 03:00 PM
Callahan Roundtables are attendee-driven, and the “agenda” is 100% relevant to the attendees in the room, meaning each Callahan Roundtable is different. That’s why we can’t share an exact list of discussion topics, but we can share what we heard from retail executives across 2018.
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Critical: Sector Values And Valuations
Event's details:
July 25, 2019
10:30 AM - 11:00 AM
The foundation of a strong investment portfolio is sector allocation - not specific securities. While there are continually specific bonds and securities which are attractive, the initial consideration should be if they fit within the defined portfolio. In this session, we will discuss the values and valuations of different sectors and how they can be appropriate for your balance sheet strategy.
Callahan's Retail Roundtable In Minneapolis
Event's details: Leadership Content
July 24, 2019-July 25, 2019
05:00 PM - 03:00 PM
Callahan Roundtables are attendee-driven, and the “agenda” is 100% relevant to the attendees in the room, meaning each Callahan Roundtable is different. That’s why we can’t share an exact list of discussion topics, but we can share what we heard from retail executives across 2018.
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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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