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June 2019 Events

Wednesday, June 05, 2019
  • How To Make An Annual Meeting Mean More (02:00 PM - 03:00 PM)
    Event 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.
Tuesday, June 11, 2019
  • Strategic CFO Immersion – Group 4 (Phase 2) (All Day Event)
    Event 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 (02:00 PM - 03:00 PM)
    Event 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.
Wednesday, June 12, 2019
  • Strategic CFO Immersion – Group 4 (Phase 2) (All Day Event)
    Event 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
  • CCM - The Missing Link In Your Digital Transformation Strategy (02:00 PM - 03:00 PM)
    Event 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.
Thursday, June 13, 2019
  • Strategic CFO Immersion – Group 4 (Phase 2) (All Day Event)
    Event 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
Friday, June 14, 2019
  • Strategic CFO Immersion – Group 4 (Phase 2) (All Day Event)
    Event 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
Monday, June 17, 2019
  • Callahan's CFO Roundtable In Washington DC (05:00 PM - 03:00 PM)
    Event 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.
Tuesday, June 18, 2019
  • ACUMA Deep-Dive Workshop (All Day Event)
    Event 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.
  • Likes, Clicks and Conversions: Incorporating Digital into Your Marketing Strategy (02:00 PM - 03:00 PM)
    Event details:
    June 18, 2019
    02:00 PM - 03:00 PM
    Delivering the right message to the right audience at a low cost is easier than ever thanks to targeted digital advertising. If your credit union is looking to incorporate digital advertising into its marketing strategy, this webinar is for you!
  • Callahan's Consumer Lending Roundtable Washington DC (05:00 PM - 03:00 PM)
    Event 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.
  • Callahan's CFO Roundtable In Washington DC (05:00 PM - 03:00 PM)
    Event 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.
Wednesday, June 19, 2019
  • ACUMA Deep-Dive Workshop (All Day Event)
    Event 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 DC (05:00 PM - 03:00 PM)
    Event 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.
Thursday, June 20, 2019
  • Peer-to-Peer Bootcamp (Knoxville, TN) (09:00 AM - 02:00 PM)
    Event 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 (02:00 PM - 03:00 PM)
    Event 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.
Friday, June 21, 2019
  • Peer-to-Peer Bootcamp (Knoxville, TN) (09:00 AM - 02:00 PM)
    Event 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.
Tuesday, June 25, 2019
  • Resiliency for a catastrophic cyberattack on financial institutions (01:00 PM - 02:00 PM)
    Event 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 (02:00 PM - 03:00 PM)
    Event 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.
Wednesday, June 26, 2019
  • A/LM for Those Who Need to Sweat the Details: Methodologies, Assumptions, and Messaging (All Day Event)
    Event 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.
Thursday, June 27, 2019
  • A/LM for Those Who Need to Sweat the Details: Methodologies, Assumptions, and Messaging (All Day Event)
    Event 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 (10:30 AM - 11:00 AM)
    Event 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.
  • Quarterly Fintech Update: The Challenges and Opportunities with Fintech Engagement (02:00 PM - 03:00 PM)
    Event details:
    June 27, 2019
    02:00 PM - 03:00 PM
    The Fintech ecosystem has evolved from a competitive concern within the financial services arena to a potential marketplace for productive collaboration and partnerships. However, the ability to identify impactful opportunities and align the review of a portfolio of Fintech offerings to key problem statements are burdensome tasks for most credit unions. Join Keith Riddle, President & CEO of Sherpa Technologies to explore the explosive growth of Fintech solutions.
  • Achieving The Effortless Member Experience (02:00 PM - 03:00 PM)
    Event 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.
  • Webinar: Springboard Your Digital Banking Future with NXT (02:00 PM - 03:00 PM)
    Event details:
    June 27, 2019
    02:00 PM - 03:00 PM
    Discover Alogent NXT: online, digital and voice banking for banks and credit unions. By delivering simplicity to the customer or member with a single platform, we’re laser focused on the user’s journey, and integration and customization potential for our bank and credit union partners. NXT’s flexible platform and modern technology stack also enables deep core banking system integrations, along with deep connectivity to the entire Alogent product suite.
Friday, June 28, 2019
  • A/LM for Those Who Need to Sweat the Details: Methodologies, Assumptions, and Messaging (All Day Event)
    Event 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.
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