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September 2019 Events

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01
Budgeting: Risks In Next Year's Balance Sheet
Event's details:
September 01, 2019
10:30 AM - 11:00 AM
As the budget season approaches, stress pushes down on the institution to correctly forecast the coming year. In addition to the size and allocation of the balance sheet and its returns, management should also consider the impacts of growth on different risk metrics.
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Collections Institute
Event's details:
September 10, 2019-September 12, 2019
All Day Event
Wyndham Philadelphia Historic District
400 Arch Street
Philadelphia, PA , 19106

267-765-3382

Karin Brown-Purtell is the premier collection consultant in the credit union industry and has taught her resolution methodologies to thousands of credit union collectors. It’s time to get serious about professional collections training - the investment will deliver ongoing rewards for years to come!
Collections Institute
Event's details:
September 10, 2019-September 12, 2019
collections_philly
All Day Event
Wyndham Philadelphia Historic District
400 Arch Street
Philadelphia, PA , 19106

267-765-3382

In today’s lending environment, it’s imperative for credit unions to implement effective, progressive collection practices. Changing times call for a fresh approach. The resolution-based methodology taught at the Collections Institute will revolutionize your approach. Join Karin Brown-Purtell this April in San Antonio and learn effective collection practices that actually stick!
Cornerstone Advisors Credit Union Chief Financial Officer Roundtable
Event's details:
September 10, 2019-September 12, 2019
ExteriorDusk--1208050
All Day Event
InterContinental Mark Hopkins
999 California Street
San Francisco, CA , 94108

4804232030

An executive exchange providing a private forum for credit union CFO's to unlock the value of peer collaboration, share best practices, vet new ideas, and build productive relationships with fellow leaders.
Assessing The Current Investment Landscape
Event's details:
September 10, 2019
02:00 PM - 03:00 PM
Join Jason Haley, managing director of ALM First's Investment Management Group and Sam Taft, assistant vice president, business development at Trust for Credit Unions, for an interactive discussion about the latest economic and market insights along with investment trends from second quarter 2019 performance data.
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Collections Institute
Event's details:
September 10, 2019-September 12, 2019
All Day Event
Wyndham Philadelphia Historic District
400 Arch Street
Philadelphia, PA , 19106

267-765-3382

Karin Brown-Purtell is the premier collection consultant in the credit union industry and has taught her resolution methodologies to thousands of credit union collectors. It’s time to get serious about professional collections training - the investment will deliver ongoing rewards for years to come!
Collections Institute
Event's details:
September 10, 2019-September 12, 2019
collections_philly
All Day Event
Wyndham Philadelphia Historic District
400 Arch Street
Philadelphia, PA , 19106

267-765-3382

In today’s lending environment, it’s imperative for credit unions to implement effective, progressive collection practices. Changing times call for a fresh approach. The resolution-based methodology taught at the Collections Institute will revolutionize your approach. Join Karin Brown-Purtell this April in San Antonio and learn effective collection practices that actually stick!
Cornerstone Advisors Credit Union Chief Financial Officer Roundtable
Event's details:
September 10, 2019-September 12, 2019
ExteriorDusk--1208050
All Day Event
InterContinental Mark Hopkins
999 California Street
San Francisco, CA , 94108

4804232030

An executive exchange providing a private forum for credit union CFO's to unlock the value of peer collaboration, share best practices, vet new ideas, and build productive relationships with fellow leaders.
12
LenderSelect Lender Summit
Event's details:
September 12, 2019
All Day Event
Richmond, VA ,

LenderSelect Mortgage Group is pleased to announce their annual Lender Summit on September 12, 2019 in Richmond, VA. The purpose of the Summit is to bring credit union, community bank and farm credit professionals from across the nation to collaborate on ways to expand business, discuss industry-wide updates, and share impactful topics from guest speakers who are established thought leaders in our industry.
Collections Institute
Event's details:
September 10, 2019-September 12, 2019
All Day Event
Wyndham Philadelphia Historic District
400 Arch Street
Philadelphia, PA , 19106

267-765-3382

Karin Brown-Purtell is the premier collection consultant in the credit union industry and has taught her resolution methodologies to thousands of credit union collectors. It’s time to get serious about professional collections training - the investment will deliver ongoing rewards for years to come!
Cornerstone Advisors Credit Union Chief Financial Officer Roundtable
Event's details:
September 10, 2019-September 12, 2019
ExteriorDusk--1208050
All Day Event
InterContinental Mark Hopkins
999 California Street
San Francisco, CA , 94108

4804232030

An executive exchange providing a private forum for credit union CFO's to unlock the value of peer collaboration, share best practices, vet new ideas, and build productive relationships with fellow leaders.
Collections Institute
Event's details:
September 10, 2019-September 12, 2019
collections_philly
All Day Event
Wyndham Philadelphia Historic District
400 Arch Street
Philadelphia, PA , 19106

267-765-3382

In today’s lending environment, it’s imperative for credit unions to implement effective, progressive collection practices. Changing times call for a fresh approach. The resolution-based methodology taught at the Collections Institute will revolutionize your approach. Join Karin Brown-Purtell this April in San Antonio and learn effective collection practices that actually stick!
13
Kick-Off Meeting: Credit Union PowerBI User Group
Event's details:
September 13, 2019
02:30 PM - 03:30 PM
Data analytics, business intelligence, and the ability to make actionable decisions are increasingly central to credit union success. Join us for the first meeting of the Credit Union PowerBI User Group to learn how other credit union analytics professionals have tackled problems relating to getting started with the right technology configuration, navigating tricky decisions, and mapping a plan for the future.
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LSCI's 5-Day University of Lending
Event's details:
September 16, 2019-September 20, 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 Marketing Roundtable In Washington DC
Event's details: Leadership Content
September 16, 2019-September 17, 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 marketing executives across 2018.
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LSCI's 5-Day University of Lending
Event's details:
September 16, 2019-September 20, 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
Third Party Risk Management Bootcamp
Event's details:
September 17, 2019-September 19, 2019
01:00 PM - 03:00 PM
Elizabethtown, KY ,

Effective vendor risk management is essential to protecting your organization, customers and all proprietary information. In addition to being a sound business practice, it’s also a regulatory expectation. Join our third party risk experts for our bootcamp where we'll show you “how” to accomplish some of the most challenging vendor risk management tasks.
Callahan's Marketing Roundtable In Washington DC
Event's details: Leadership Content
September 16, 2019-September 17, 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 marketing executives across 2018.
2019 Foundations Roundtable In Washington DC
Event's details: Leadership Content
September 17, 2019-September 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 foundation leaders across 2018.
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LSCI's 5-Day University of Lending
Event's details:
September 16, 2019-September 20, 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
Third Party Risk Management Bootcamp
Event's details:
September 17, 2019-September 19, 2019
01:00 PM - 03:00 PM
Elizabethtown, KY ,

Effective vendor risk management is essential to protecting your organization, customers and all proprietary information. In addition to being a sound business practice, it’s also a regulatory expectation. Join our third party risk experts for our bootcamp where we'll show you “how” to accomplish some of the most challenging vendor risk management tasks.
2019 Foundations Roundtable In Washington DC
Event's details: Leadership Content
September 17, 2019-September 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 foundation leaders across 2018.
19
LSCI's 5-Day University of Lending
Event's details:
September 16, 2019-September 20, 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
The Fundamentals Of MSR Hedging
Event's details:
September 19, 2019
10:30 AM - 11:00 AM
In order to successfully hedge Mortgage Servicing Rights (MSR) assets, institutions need a sophisticated approach utilizing robust analytical systems that can properly model the negative convexity of the asset, as well as the human capital in place to properly manage these systems/models. In this session, we will review two ways to hedge an MSR asset, and how each one impacts risk-adjusted returns in order to help your institution meets its financial goals.
Third Party Risk Management Bootcamp
Event's details:
September 17, 2019-September 19, 2019
01:00 PM - 03:00 PM
Elizabethtown, KY ,

Effective vendor risk management is essential to protecting your organization, customers and all proprietary information. In addition to being a sound business practice, it’s also a regulatory expectation. Join our third party risk experts for our bootcamp where we'll show you “how” to accomplish some of the most challenging vendor risk management tasks.
Mapping Products To Membership Expectations
Event's details: Leadership Content
September 19, 2019
02:00 PM - 03:00 PM
Join Tim Kolk, president of TRK Advisors, for this live discussion about how credit unions can optimize their card portfolios and remain competitive in this continually evolving market.
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LSCI's 5-Day University of Lending
Event's details:
September 16, 2019-September 20, 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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22
ACUMA Annual Conference
Event's details:
September 22, 2019-September 25, 2019
Save-Dates-2019-Normal
All Day Event
Gaylord National Resort and Convention Center
201 Waterfront Street
National Harbor, MD , 20745

877-442-2862

ACUMA's annual conference is the premiere event for credit unions serious about mortgage lending, excellent educational sessions and networking opportunities.
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2019 ALM First Financial Forum
Event's details:
September 23, 2019-September 25, 2019
All Day Event
San Antonio, TX ,

The ALM First Financial Forum is designed for board members and executives of financial institutions to discover insights, formulate strategies, and gain new perspectives about the coming year. With two separate tracks and a variety of speakers including industry experts and regulators, and numerous networking opportunities, it is the must-attend event for everyone involved in managing or monitoring the balance sheet.
ACUMA Annual Conference
Event's details:
September 22, 2019-September 25, 2019
Save-Dates-2019-Normal
All Day Event
Gaylord National Resort and Convention Center
201 Waterfront Street
National Harbor, MD , 20745

877-442-2862

ACUMA's annual conference is the premiere event for credit unions serious about mortgage lending, excellent educational sessions and networking opportunities.
24
2019 ALM First Financial Forum
Event's details:
September 23, 2019-September 25, 2019
All Day Event
San Antonio, TX ,

The ALM First Financial Forum is designed for board members and executives of financial institutions to discover insights, formulate strategies, and gain new perspectives about the coming year. With two separate tracks and a variety of speakers including industry experts and regulators, and numerous networking opportunities, it is the must-attend event for everyone involved in managing or monitoring the balance sheet.
ACUMA Annual Conference
Event's details:
September 22, 2019-September 25, 2019
Save-Dates-2019-Normal
All Day Event
Gaylord National Resort and Convention Center
201 Waterfront Street
National Harbor, MD , 20745

877-442-2862

ACUMA's annual conference is the premiere event for credit unions serious about mortgage lending, excellent educational sessions and networking opportunities.
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Underwriter Boot Camp
Event's details:
September 25, 2019-September 26, 2019
All Day Event
Lending Solutions Consulting Headquarters - 4th Floor
2250 Point Blvd.
Elgin, IL , 60123

877-915-7675

Join us for 2 days of intense, hands-on loan training this September! This fast-paced class is perfect to build on your foundation, gain experience, and hone your underwriting skills. Designed for lenders and decision makers, seasoned instructor Tiffiny John will introduce the latest lending tools, score code training, analytical skills, and review some of the toughest loan applications.
2019 ALM First Financial Forum
Event's details:
September 23, 2019-September 25, 2019
All Day Event
San Antonio, TX ,

The ALM First Financial Forum is designed for board members and executives of financial institutions to discover insights, formulate strategies, and gain new perspectives about the coming year. With two separate tracks and a variety of speakers including industry experts and regulators, and numerous networking opportunities, it is the must-attend event for everyone involved in managing or monitoring the balance sheet.
ACUMA Annual Conference
Event's details:
September 22, 2019-September 25, 2019
Save-Dates-2019-Normal
All Day Event
Gaylord National Resort and Convention Center
201 Waterfront Street
National Harbor, MD , 20745

877-442-2862

ACUMA's annual conference is the premiere event for credit unions serious about mortgage lending, excellent educational sessions and networking opportunities.
26
Underwriter Boot Camp
Event's details:
September 25, 2019-September 26, 2019
All Day Event
Lending Solutions Consulting Headquarters - 4th Floor
2250 Point Blvd.
Elgin, IL , 60123

877-915-7675

Join us for 2 days of intense, hands-on loan training this September! This fast-paced class is perfect to build on your foundation, gain experience, and hone your underwriting skills. Designed for lenders and decision makers, seasoned instructor Tiffiny John will introduce the latest lending tools, score code training, analytical skills, and review some of the toughest loan applications.
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01
National Council of Firefighter Credit Unions 2019 conference
Event's details:
October 01, 2019-October 04, 2019
All Day Event
Clearwater Beach, FL ,

Annual Conference
RSM National Credit Union Conference
Event's details:
October 01, 2019-October 02, 2019
All Day Event
Red Rock Casino Resort and Spa
11011 West Charleston Boulevard
Las Vegas, NV , 89135

RSM National Credit Union conference 2019
A Strategy To Improve Member Experience
Event's details: Leadership Content
October 01, 2019
02:00 PM - 03:00 PM
Join Callahan & Associates and Allen for an interactive discussion about the credit union’s in-depth, process-level approach to improving the member experience. Allen will discuss Christian Community’s distinct organizational structure, how the credit union prioritizes different areas, and advice she has for credit unions that want to improve their own member experience.
Callahan's Analytics Roundtable In Charlotte
Event's details: Leadership Content
October 01, 2019-October 02, 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 analytics executives across 2018.
02
National Council of Firefighter Credit Unions 2019 conference
Event's details:
October 01, 2019-October 04, 2019
All Day Event
Clearwater Beach, FL ,

Annual Conference
RSM National Credit Union Conference
Event's details:
October 01, 2019-October 02, 2019
All Day Event
Red Rock Casino Resort and Spa
11011 West Charleston Boulevard
Las Vegas, NV , 89135

RSM National Credit Union conference 2019
Callahan's Analytics Roundtable In Charlotte
Event's details: Leadership Content
October 01, 2019-October 02, 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 analytics executives across 2018.
03
National Council of Firefighter Credit Unions 2019 conference
Event's details:
October 01, 2019-October 04, 2019
All Day Event
Clearwater Beach, FL ,

Annual Conference
5 Reasons To Implement A Chatbot
Event's details:
October 03, 2019
02:00 PM - 03:00 PM
Join SilverCloud Inc. for a must-see presentation on how to kickstart the implementation of a credit union-specific chatbot. We’ll cover the advantages of chatbots, explore various use cases, and demonstrate why a chatbot is a must-have to round out the experience for today’s credit union members - and how it can be done in a painless manner.
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National Council of Firefighter Credit Unions 2019 conference
Event's details:
October 01, 2019-October 04, 2019
All Day Event
Clearwater Beach, FL ,

Annual Conference
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