CreditUnions.com

Remember Me
Register | Forgot Password?

Connect

Industry Calendar

View - Summary | Month | Week
Display - Calendar | List
/
Previous Next

June 2019 Events

  SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY
View This Week
26
27
28
2019 Risk Roundtable In Charlotte
Event's details: Leadership Content
May 28, 2019-May 29, 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 risk executives across 2018.
29
2019 Risk Roundtable In Charlotte
Event's details: Leadership Content
May 28, 2019-May 29, 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 risk executives across 2018.
30
A Gaming Approach To Staff Incentives
Event's details: Leadership Content
May 30, 2019
02:00 PM - 03:00 PM
Join Callahan & Associates and Jonathan Hanson, director of product marketing at Community First Credit Union of Florida, and Chris Culpepper, sales performance manager at the credit union, for an interactive discussion about the Florida credit union’s cashless incentive program.
31
01
View This Week
02
03
04
05
How To Make An Annual Meeting Mean More
Event's details: Leadership Content
June 05, 2019
02:00 PM - 03:00 PM
Join Callahan & Associates and Rachel Van Noord, director of community outreach for BECU, for an interactive discussion about the Washington credit union’s Member Summit. Hear how the event has changed and what advice the cooperative has for credit unions interested in incorporating financial education into their own annual events.
06
07
08
View This Week
09
10
11
Strategic CFO Immersion – Group 4 (Phase 2)
Event's details:
June 11, 2019-June 14, 2019
All Day Event
c. myers corporation
8222 South 48th Street, Suite 275
Phoenix, AZ , 85044

800.238.7475

Phase 2 of Strategic CFO Immersion helps CFOs deepen in their proficiency of the competencies necessary to be the financial leader of their credit union, and link strategy with desired financial performance. The immersion consists of two phases, with each phase including four days onsite at c. myers’ offices and continued learning calls with the participants. Phase 1 Onsite: February 26-March 1, 2019 | Phase 2 Onsite: June 11-14, 2019
Vendor Due Diligence Site Visits
Event's details:
June 11, 2019
02:00 PM - 03:00 PM
Elizabethtown, KY ,

Do you have a high risk vendor that will not or cannot provide due diligence documentation? Are you wondering how to perform ongoing due diligence of this vendor? The answer may be a site visit. The vendor site visit is one of the traditional due diligence standards in vendor oversight. They assist with verifying that your vendors are doing what they say.
12
Strategic CFO Immersion – Group 4 (Phase 2)
Event's details:
June 11, 2019-June 14, 2019
All Day Event
c. myers corporation
8222 South 48th Street, Suite 275
Phoenix, AZ , 85044

800.238.7475

Phase 2 of Strategic CFO Immersion helps CFOs deepen in their proficiency of the competencies necessary to be the financial leader of their credit union, and link strategy with desired financial performance. The immersion consists of two phases, with each phase including four days onsite at c. myers’ offices and continued learning calls with the participants. Phase 1 Onsite: February 26-March 1, 2019 | Phase 2 Onsite: June 11-14, 2019
The Missing Link In Your Digital Transformation
Event's details:
June 12, 2019
02:00 PM - 03:00 PM
Join Doxim on June 12 at 2:00 PM EST as we discuss how a well planned and integrated CCM strategy can break down communication silos and ensure a customer-centric approach whenever and wherever your members engage with you.
13
Strategic CFO Immersion – Group 4 (Phase 2)
Event's details:
June 11, 2019-June 14, 2019
All Day Event
c. myers corporation
8222 South 48th Street, Suite 275
Phoenix, AZ , 85044

800.238.7475

Phase 2 of Strategic CFO Immersion helps CFOs deepen in their proficiency of the competencies necessary to be the financial leader of their credit union, and link strategy with desired financial performance. The immersion consists of two phases, with each phase including four days onsite at c. myers’ offices and continued learning calls with the participants. Phase 1 Onsite: February 26-March 1, 2019 | Phase 2 Onsite: June 11-14, 2019
14
Strategic CFO Immersion – Group 4 (Phase 2)
Event's details:
June 11, 2019-June 14, 2019
All Day Event
c. myers corporation
8222 South 48th Street, Suite 275
Phoenix, AZ , 85044

800.238.7475

Phase 2 of Strategic CFO Immersion helps CFOs deepen in their proficiency of the competencies necessary to be the financial leader of their credit union, and link strategy with desired financial performance. The immersion consists of two phases, with each phase including four days onsite at c. myers’ offices and continued learning calls with the participants. Phase 1 Onsite: February 26-March 1, 2019 | Phase 2 Onsite: June 11-14, 2019
15
View This Week
16
17
Callahan's CFO Roundtable In Washington DC
Event's details: Leadership Content
June 17, 2019-June 18, 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 CFOs across 2018.
18
ACUMA Deep-Dive Workshop
Event's details:
June 18, 2019-June 19, 2019
nashville_workshop_pic_and_dates
All Day Event
Westin Nashville
807 Clark Place
Nashville, TN , 37203

608-490-1730

The workshops feature expert speakers and examines the latest developments in mortgage lending. It offers attendees the opportunity to take a “deep dive” into important topics impacting their operations.
Callahan's CFO Roundtable In Washington DC
Event's details: Leadership Content
June 17, 2019-June 18, 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 CFOs across 2018.
Callahan's Consumer Lending Roundtable Washington
Event's details: Leadership Content
June 18, 2019-June 19, 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 are hearing is top of mind in consumer lending.
19
ACUMA Deep-Dive Workshop
Event's details:
June 18, 2019-June 19, 2019
nashville_workshop_pic_and_dates
All Day Event
Westin Nashville
807 Clark Place
Nashville, TN , 37203

608-490-1730

The workshops feature expert speakers and examines the latest developments in mortgage lending. It offers attendees the opportunity to take a “deep dive” into important topics impacting their operations.
Callahan's Consumer Lending Roundtable Washington
Event's details: Leadership Content
June 18, 2019-June 19, 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 are hearing is top of mind in consumer lending.
20
Peer-to-Peer Bootcamp (Knoxville, TN)
Event's details:
June 20, 2019-June 21, 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.
How One Cooperative is Combating Climate Change
Event's details: Leadership Content
June 20, 2019
02:00 PM - 03:00 PM
Join Callahan & Associates, Rob Miller, CEO, and Laurie Fielder, VGreen program director, at Vermont State Employees Credit Union, for an interactive discussion about how the Green Mountain State cooperative has they have become one of the greenest credit unions in the country.
21
Peer-to-Peer Bootcamp (Knoxville, TN)
Event's details:
June 20, 2019-June 21, 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.
22
View This Week
23
24
25
Resiliency for a catastrophic cyberattack on financial institutions
Event's details:
June 25, 2019
01:00 PM - 02:00 PM
Join RSM, Sheltered Harbor and FIS for a webinar on Tuesday, June 25, to discuss how financial institutions can survive a catastrophic cyber-incident while continuing to service customers and maintain public confidence.
How To Classify Who Is A Critical Vendor
Event's details:
June 25, 2019
02:00 PM - 03:00 PM
Elizabethtown, KY ,

We will walk you through how to determine who is a critical vendor. Learn the process of how to clearly define and identify all of your critical vendors. We often hear "I know what to do, I just need someone to show me how to think about criticality." This workshop is a great opportunity to dive deep into the process.
26
A/LM for Those Who Need to Sweat the Details: Methodologies, Assumptions, and Messaging
Event's details:
June 26, 2019-June 28, 2019
All Day Event
c. myers corporation
8222 S. 48th Street, Suite 275
Phoenix, AZ , 85044

800.238.7475

designed to help CFOs and finance team members break down and simplify the complex web of methodologies and assumptions while providing practical ways to communicate how the numbers connect to strategy.
27
A/LM for Those Who Need to Sweat the Details: Methodologies, Assumptions, and Messaging
Event's details:
June 26, 2019-June 28, 2019
All Day Event
c. myers corporation
8222 S. 48th Street, Suite 275
Phoenix, AZ , 85044

800.238.7475

designed to help CFOs and finance team members break down and simplify the complex web of methodologies and assumptions while providing practical ways to communicate how the numbers connect to strategy.
When Mortgage Pipeline Hedging Is A Must
Event's details:
June 27, 2019
10:30 AM - 11:00 AM
Institutions engaging in mortgage loan production and sale to investors (e.g. the agencies) understand this operation can be highly profitable, but it also can be highly cyclical. Changes in mortgage pricing can lead to significant variability in profitability, highlighting the necessity of practices such as mortgage pipeline management. When managed effectively, this pipeline presents an opportunity to enhance return and profitability through risk reduction and cost savings.
Achieving The Effortless Member Experience
Event's details:
June 27, 2019
02:00 PM - 03:00 PM
When it comes to your member experience, simplicity and ease are key. Whether it's signing up for a Membership or purchasing a new product, your digital journeys should be as effortless as possible. But how do we measure simplicity and ease for our various member journeys? Join Dan Michaeli, CEO and Co-Founder of Glia, on Thursday, June 27 at 2:00 p.m. ET for the webinar, Achieving The Effortless Member Experience.
28
A/LM for Those Who Need to Sweat the Details: Methodologies, Assumptions, and Messaging
Event's details:
June 26, 2019-June 28, 2019
All Day Event
c. myers corporation
8222 S. 48th Street, Suite 275
Phoenix, AZ , 85044

800.238.7475

designed to help CFOs and finance team members break down and simplify the complex web of methodologies and assumptions while providing practical ways to communicate how the numbers connect to strategy.
29
View This Week
30
01
02
03
04
05
06
Platinum Suppliers   |   Get Listed
Copyright © 2019 Callahan & Associates, Inc. All rights reserved.