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May 2019 Events

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28
Cornerstone Advisors Chief Information Officer Roundtable
Event's details:
April 28, 2019-April 30, 2019
loews-chicago-hotel_deck
All Day Event
Loew's Chicago Downtown
455 North Park Drive
Chicago, IL , 60611

4804232030

An executive exchange providing a private forum for credit union CIOs to unlock the value of peer collaboration, share best practices, vet new ideas, and build productive relationships with fellow leaders.
29
Cornerstone Advisors Chief Information Officer Roundtable
Event's details:
April 28, 2019-April 30, 2019
loews-chicago-hotel_deck
All Day Event
Loew's Chicago Downtown
455 North Park Drive
Chicago, IL , 60611

4804232030

An executive exchange providing a private forum for credit union CIOs to unlock the value of peer collaboration, share best practices, vet new ideas, and build productive relationships with fellow leaders.
30
Cornerstone Advisors Chief Information Officer Roundtable
Event's details:
April 28, 2019-April 30, 2019
loews-chicago-hotel_deck
All Day Event
Loew's Chicago Downtown
455 North Park Drive
Chicago, IL , 60611

4804232030

An executive exchange providing a private forum for credit union CIOs to unlock the value of peer collaboration, share best practices, vet new ideas, and build productive relationships with fellow leaders.
01
Learn the Keys to Successful Data-Driven Member Onboarding
Event's details:
May 01, 2019
Learn_the_Keys_to_Successful_Data-Driven_Member_Onboarding_Social
12:00 PM - 01:00 PM
Please join CU Rise and OnApproach (now a part of Trellance) to walk through the automated and machine learning-backed cutting edge onboarding solution for OnApproach M360 Enterprise.
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LSCI's 5-Day University of Lending
Event's details:
May 06, 2019-May 10, 2019
All Day Event
Chicago Marriott Northwest
4800 Hoffman Boulevard
Hoffman Estates, IL , 60192

847-645-9500

Designed for loan managers, member service representatives, loan officers, collectors, and more, the University of Lending brings credit unions to “serve the under-served” at their maximum potential and with an interactive learning model as dynamic as the teams we train. Attendees will return educated, motivated, and ready to make a difference for your credit union and members. The University of Lending is the foremost training school for credit unions. Over the past 20+ years, Rex Johnson and
Callahan's Contact Center Roundtable In Chicago
Event's details: Leadership Content
May 06, 2019-May 07, 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 contact center executives across 2018.
07
LSCI's 5-Day University of Lending
Event's details:
May 06, 2019-May 10, 2019
All Day Event
Chicago Marriott Northwest
4800 Hoffman Boulevard
Hoffman Estates, IL , 60192

847-645-9500

Designed for loan managers, member service representatives, loan officers, collectors, and more, the University of Lending brings credit unions to “serve the under-served” at their maximum potential and with an interactive learning model as dynamic as the teams we train. Attendees will return educated, motivated, and ready to make a difference for your credit union and members. The University of Lending is the foremost training school for credit unions. Over the past 20+ years, Rex Johnson and
Creating or Maturing Your Vendor Risk Management Program
Event's details:
May 07, 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. There’s little tolerance for lapses in program performance on all facets of vendor management. This session will cover a tried-and-true approach to creating a third party risk program.
Callahan's Contact Center Roundtable In Chicago
Event's details: Leadership Content
May 06, 2019-May 07, 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 contact center executives across 2018.
Callahan's Digital Marketing Roundtable
Event's details: Leadership Content
May 07, 2019-May 08, 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 from digital marketers.
08
Wisconsin Credit Union League
Event's details:
May 08, 2019-May 10, 2019
All Day Event
Lake Geneva, WI ,

May 8-11, 2019 Wisconsin Credit Unioin League Grand Geneva - Lake Geneva, WI You will meet Phil DiGiovanni in the PSCU booth
LSCI's 5-Day University of Lending
Event's details:
May 06, 2019-May 10, 2019
All Day Event
Chicago Marriott Northwest
4800 Hoffman Boulevard
Hoffman Estates, IL , 60192

847-645-9500

Designed for loan managers, member service representatives, loan officers, collectors, and more, the University of Lending brings credit unions to “serve the under-served” at their maximum potential and with an interactive learning model as dynamic as the teams we train. Attendees will return educated, motivated, and ready to make a difference for your credit union and members. The University of Lending is the foremost training school for credit unions. Over the past 20+ years, Rex Johnson and
How To Build A Member Referral Program That Works
Event's details: Leadership Content
May 08, 2019
02:00 PM - 03:00 PM
Join Callahan & Associates and Holly Smith, vice president of marketing at Heritage FCU, for this interactive webinar about the credit union’s referral program, how the cooperative is evaluating its results, and which criteria it is changing in the future.
Callahan's Digital Marketing Roundtable
Event's details: Leadership Content
May 07, 2019-May 08, 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 from digital marketers.
09
Wisconsin Credit Union League
Event's details:
May 08, 2019-May 10, 2019
All Day Event
Lake Geneva, WI ,

May 8-11, 2019 Wisconsin Credit Unioin League Grand Geneva - Lake Geneva, WI You will meet Phil DiGiovanni in the PSCU booth
LSCI's 5-Day University of Lending
Event's details:
May 06, 2019-May 10, 2019
All Day Event
Chicago Marriott Northwest
4800 Hoffman Boulevard
Hoffman Estates, IL , 60192

847-645-9500

Designed for loan managers, member service representatives, loan officers, collectors, and more, the University of Lending brings credit unions to “serve the under-served” at their maximum potential and with an interactive learning model as dynamic as the teams we train. Attendees will return educated, motivated, and ready to make a difference for your credit union and members. The University of Lending is the foremost training school for credit unions. Over the past 20+ years, Rex Johnson and
10
Wisconsin Credit Union League
Event's details:
May 08, 2019-May 10, 2019
All Day Event
Lake Geneva, WI ,

May 8-11, 2019 Wisconsin Credit Unioin League Grand Geneva - Lake Geneva, WI You will meet Phil DiGiovanni in the PSCU booth
LSCI's 5-Day University of Lending
Event's details:
May 06, 2019-May 10, 2019
All Day Event
Chicago Marriott Northwest
4800 Hoffman Boulevard
Hoffman Estates, IL , 60192

847-645-9500

Designed for loan managers, member service representatives, loan officers, collectors, and more, the University of Lending brings credit unions to “serve the under-served” at their maximum potential and with an interactive learning model as dynamic as the teams we train. Attendees will return educated, motivated, and ready to make a difference for your credit union and members. The University of Lending is the foremost training school for credit unions. Over the past 20+ years, Rex Johnson and
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12
Cornerstone Advisors Retail Delivery & Operations Roundtable
Event's details:
May 12, 2019-May 14, 2019
Chicago_River
All Day Event
Loew's Chicago Downtown
455 North Park Drive
Chicago, IL , 60611

4804232030

An executive exchange providing a private forum for credit union Heads of Retail and COO's to unlock the value of peer collaboration, share best practices, vet new ideas, and build productive relationships with fellow leaders.
13
Cornerstone Advisors Retail Delivery & Operations Roundtable
Event's details:
May 12, 2019-May 14, 2019
Chicago_River
All Day Event
Loew's Chicago Downtown
455 North Park Drive
Chicago, IL , 60611

4804232030

An executive exchange providing a private forum for credit union Heads of Retail and COO's to unlock the value of peer collaboration, share best practices, vet new ideas, and build productive relationships with fellow leaders.
14
Advanced Lending Institute
Event's details:
May 14, 2019-May 16, 2019
ALI_New_1
All Day Event
Holiday Inn Resort Pensacola Beach Gulf Front
14 Via de Luna Drive
Pensacola, FL , 32561

850-932-5331

Take the leap toward achieving your career goals by earning a Certified Lending Expert (CLE) designation at the Advanced Lending Institute. Join Lending Solutions Consulting, Inc. (LSCI) and David Tuyo this May and help contribute to your credit union’s advancement by learning from and networking with some of the top executives in the industry. Through a unique partnership, LSCI and California Southern University’s CLE program enables credit union leaders to advance their skills and careers.
Cornerstone Advisors Retail Delivery & Operations Roundtable
Event's details:
May 12, 2019-May 14, 2019
Chicago_River
All Day Event
Loew's Chicago Downtown
455 North Park Drive
Chicago, IL , 60611

4804232030

An executive exchange providing a private forum for credit union Heads of Retail and COO's to unlock the value of peer collaboration, share best practices, vet new ideas, and build productive relationships with fellow leaders.
ACUMA Deep-Dive Workshop
Event's details:
May 14, 2019-May 15, 2019
san_diego_workshop_pic_and_dates
All Day Event
Marriott San Diego Gaslamp Quarter
660 K Street
San Diego, CA , 92101

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.
15
Advanced Lending Institute
Event's details:
May 14, 2019-May 16, 2019
ALI_New_1
All Day Event
Holiday Inn Resort Pensacola Beach Gulf Front
14 Via de Luna Drive
Pensacola, FL , 32561

850-932-5331

Take the leap toward achieving your career goals by earning a Certified Lending Expert (CLE) designation at the Advanced Lending Institute. Join Lending Solutions Consulting, Inc. (LSCI) and David Tuyo this May and help contribute to your credit union’s advancement by learning from and networking with some of the top executives in the industry. Through a unique partnership, LSCI and California Southern University’s CLE program enables credit union leaders to advance their skills and careers.
ACUMA Deep-Dive Workshop
Event's details:
May 14, 2019-May 15, 2019
san_diego_workshop_pic_and_dates
All Day Event
Marriott San Diego Gaslamp Quarter
660 K Street
San Diego, CA , 92101

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.
16
Advanced Lending Institute
Event's details:
May 14, 2019-May 16, 2019
ALI_New_1
All Day Event
Holiday Inn Resort Pensacola Beach Gulf Front
14 Via de Luna Drive
Pensacola, FL , 32561

850-932-5331

Take the leap toward achieving your career goals by earning a Certified Lending Expert (CLE) designation at the Advanced Lending Institute. Join Lending Solutions Consulting, Inc. (LSCI) and David Tuyo this May and help contribute to your credit union’s advancement by learning from and networking with some of the top executives in the industry. Through a unique partnership, LSCI and California Southern University’s CLE program enables credit union leaders to advance their skills and careers.
1Q 2019 Trendwatch
Event's details:
May 16, 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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19
Cornerstone Advisors Project Management Officer Roundtable
Event's details:
May 19, 2019-May 21, 2019
Chicago_River
All Day Event
Loew's Chicago Downtown
455 North Park Drive
Chicago, IL , 60611

4804232030

An executive exchange providing a private forum for financial institution PMO's to unlock the value of peer collaboration, share best practices, vet new ideas, and build productive relationships with fellow leaders.
20
Cornerstone Advisors Project Management Officer Roundtable
Event's details:
May 19, 2019-May 21, 2019
Chicago_River
All Day Event
Loew's Chicago Downtown
455 North Park Drive
Chicago, IL , 60611

4804232030

An executive exchange providing a private forum for financial institution PMO's to unlock the value of peer collaboration, share best practices, vet new ideas, and build productive relationships with fellow leaders.
21
Cornerstone Advisors Credit Union Mortgage Roundtable
Event's details:
May 21, 2019-May 23, 2019
loews-chicago-hotel_deck
All Day Event
Loew's Chicago Downtown
455 North Park Drive
Chicago, IL , 60611

4804232030

An exchange providing a private forum for credit union mortgage executives to unlock the value of peer collaboration, share best practices, vet new ideas, and build productive relationships with fellow leaders.
Cornerstone Advisors Project Management Officer Roundtable
Event's details:
May 19, 2019-May 21, 2019
Chicago_River
All Day Event
Loew's Chicago Downtown
455 North Park Drive
Chicago, IL , 60611

4804232030

An executive exchange providing a private forum for financial institution PMO's to unlock the value of peer collaboration, share best practices, vet new ideas, and build productive relationships with fellow leaders.
Mortgage Processing: Assets, Liabilities & Income Analysis and Risk Mitigation
Event's details:
May 21, 2019
02:00 PM - 03:00 PM
When it comes to reviewing a borrower’s credit and finances, it is important to pinpoint every detail, small and large, that can complete a clear picture of the loan file for an underwriter when working to satisfy conditions and obtain a clear to close. The processor's function is to work with the borrower, loan officer / third parties to obtain the conditions required to meet full approval. Early review and identification of red flags helps streamline the process and eliminate potential delays
Vendor Risk Assessment Workshop
Event's details:
May 21, 2019
02:00 PM - 03:00 PM
Elizabethtown, KY ,

We will walk you through a real risk assessment exercise guided by our Chief Risk Officer. We often hear "I know what to do, I just need someone to show me how to do it." This popular workshop is a great opportunity to roll up your sleeves and, with the guidance of our subject matter expert, actually get the work done.
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Cornerstone Advisors Credit Union Mortgage Roundtable
Event's details:
May 21, 2019-May 23, 2019
loews-chicago-hotel_deck
All Day Event
Loew's Chicago Downtown
455 North Park Drive
Chicago, IL , 60611

4804232030

An exchange providing a private forum for credit union mortgage executives to unlock the value of peer collaboration, share best practices, vet new ideas, and build productive relationships with fellow leaders.
Callahan's Peer-to-Peer Bootcamp (San Antonio, TX)
Event's details:
May 22, 2019-May 23, 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.
23
Cornerstone Advisors Credit Union Mortgage Roundtable
Event's details:
May 21, 2019-May 23, 2019
loews-chicago-hotel_deck
All Day Event
Loew's Chicago Downtown
455 North Park Drive
Chicago, IL , 60611

4804232030

An exchange providing a private forum for credit union mortgage executives to unlock the value of peer collaboration, share best practices, vet new ideas, and build productive relationships with fellow leaders.
Callahan's Peer-to-Peer Bootcamp (San Antonio, TX)
Event's details:
May 22, 2019-May 23, 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.
Portfolio Structuring For A Successful Institution
Event's details:
May 23, 2019
10:30 AM - 11:00 AM
A thoughtful and disciplined investment process should lead to more consistent and predictable earnings from the fixed-income portfolio. In this session we use real life examples to show how the portfolio management process works and review performance results.
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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.
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