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August 2019 Events

August 2019
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Current Events:
Aug. 20, 2019 (02:00 PM - 03:00 PM)
Defining Proper Vendor Due Diligence Requirements
Event details:
Aug. 20, 2019
02:00 PM - 03:00 PM
Elizabethtown,KY

We will walk you through what you should be doing for due diligence on your third parties. Due diligence is a fundamental pillar to every vendor management program to effectively manage risk and meet regulatory expectations. Done well, it's an exercise that can protect your company, customers, data and shareholders.
Aug. 21, 2019 (02:00 PM - 03:00 PM)
Critical Communications Strategies For A Smooth Conversion Leadership Content
Event details: Leadership Content
Aug. 21, 2019
02:00 PM - 03:00 PM
Join Callahan & Associates and Stephanie Carl, director of marketing and digital experience at Corning Credit Union, for an interactive discussion about how the credit union created a formal team to implement a three-pronged, no-surprise communications strategy and ensure a smooth technology conversion.
Aug. 22, 2019 (All Day Event)
MAP's Annual User's Conference
Event details:
Aug. 22, 2019
uConference19
All Day Event
Cedarbrook Lodge
18525 36TH AVENUE SOUTH
Seattle,WA
98188

MAP hosts this small conference each year for credit unions where we bring together industry experts to meet in a relaxed setting for learning and exploring what is happening in the payments industry and how it will impact our members.
Aug. 27, 2019 (02:00 PM - 03:00 PM)
How Automation Can Improve The Member Experience Leadership Content
Event details: Leadership Content
Aug. 27, 2019
02:00 PM - 03:00 PM
Join Callahan & Associates and Affinity FCU's Charlie White, business transformation officer, and Marc Conover, workforce manager, for an interactive discussion about how the credit union is leveraging robotic process automation (RPA) to improve the member experience.
Sept. 1, 2019 (10:30 AM - 11:00 AM)
Budgeting: Risks In Next Year's Balance Sheet
Event details:
Sept. 1, 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.
Sept. 10, 2019 - Sept. 12, 2019 (All Day Event)
Cornerstone Advisors Credit Union Chief Financial Officer Roundtable
Event details:
Sept. 10, 2019 - Sept. 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.
Sept. 16, 2019 - Sept. 20, 2019 (All Day Event)
LSCI's 5-Day University of Lending
Event details:
Sept. 16, 2019 - Sept. 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
Sept. 16, 2019 - Sept. 17, 2019 (05:00 PM - 03:00 PM)
Callahan's Marketing Roundtable In Washington DC Leadership Content
Event details: Leadership Content
Sept. 16, 2019 - Sept. 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.
Looking Forward:
Sept. 17, 2019 - Sept. 19, 2019 (01:00 PM - 03:00 PM)
Third Party Risk Management Bootcamp
Event details:
Sept. 17, 2019 - Sept. 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.
Sept. 17, 2019 - Sept. 18, 2019 (05:00 PM - 03:00 PM)
2019 Foundations Roundtable In Washington DC Leadership Content
Event details: Leadership Content
Sept. 17, 2019 - Sept. 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.
Sept. 19, 2019 (10:30 AM - 11:00 AM)
The Fundamentals Of MSR Hedging
Event details:
Sept. 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.
Sept. 19, 2019 (02:00 PM - 03:00 PM)
2019 Credit Card Management Series: Mapping Products To Membership Expectations Leadership Content
Event details: Leadership Content
Sept. 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.
Sept. 22, 2019 - Sept. 25, 2019 (All Day Event)
ACUMA Annual Conference
Event details:
Sept. 22, 2019 - Sept. 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.
Oct. 1, 2019 - Oct. 2, 2019 (All Day Event)
RSM National Credit Union Conference
Event details:
Oct. 1, 2019 - Oct. 2, 2019
All Day Event
Red Rock Casino Resort and Spa
11011 West Charleston Boulevard
Las Vegas,NV
89135

RSM National Credit Union conference 2019
Oct. 1, 2019 - Oct. 4, 2019 (All Day Event)
National Council of Firefighter Credit Unions 2019 conference
Event details:
Oct. 1, 2019 - Oct. 4, 2019
All Day Event
Clearwater Beach,FL

Annual Conference
Oct. 1, 2019 - Oct. 2, 2019 (05:00 PM - 03:00 PM)
Callahan's Analytics Roundtable In Charlotte Leadership Content
Event details: Leadership Content
Oct. 1, 2019 - Oct. 2, 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.
Oct. 6, 2019 - Oct. 8, 2019 (All Day Event)
Cornerstone Advisors Credit Union Payments Roundtable
Event details:
Oct. 6, 2019 - Oct. 8, 2019
Montelucia_photo
All Day Event
Omni Scottsdale Montelucis
4949 E. Lincoln Drive
Scottsdale,AZ
85253

4804232030

An executive exchange providing a private forum for Payments Executives to unlock the value of peer collaboration, share best practices, vet new ideas, and build productive relationships with fellow leaders.
Oct. 8, 2019 (02:00 PM - 03:00 PM)
Understanding And Analyzing Vendor SOC Reports
Event details:
Oct. 8, 2019
02:00 PM - 03:00 PM
Elizabethtown,KY

Collecting, analyzing and understanding your vendor’s SOC reports is crucial to ensure the vendor is a safe partner. It's expected that you have your third party’s actual SOC reports on file, as well as a qualified review of the audit reports acknowledging your understanding of strengths and weaknesses. Join us as we cover valuable information on SOC reports and reviewing them that should help your third party risk management program.
Oct. 9, 2019 - Oct. 11, 2019 (All Day Event)
2019 CU Recovery Collection Academy
Event details:
Oct. 9, 2019 - Oct. 11, 2019
All Day Event
Bloomington,MN

Join us October 15 to 17, 2019 for the CU Recovery Collection Academy, our ninth year of providing current and insightful continuing education for Credit Union collection departments. During the 2.5 day Academy, you will experience sessions geared specifically towards making your credit union more efficient, productive, and a better place to work. Who should attend? Collectors, collection supervisors, collection managers, VP of Lending, CEO - all benefit from the Academy.
Oct. 21, 2019 - Oct. 22, 2019 (05:00 PM - 03:00 PM)
Callahan's CFO Roundtable In San Diego Leadership Content
Event details: Leadership Content
Oct. 21, 2019 - Oct. 22, 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.
Oct. 22, 2019 (02:00 PM - 03:00 PM)
Vendor Risk Assessment Workshop
Event details:
Oct. 22, 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.
Oct. 22, 2019 - Oct. 23, 2019 (05:00 PM - 03:00 PM)
Callahan's HR Roundtable In San Diego Leadership Content
Event details: Leadership Content
Oct. 22, 2019 - Oct. 23, 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 HR across 2018.
Oct. 24, 2019 (10:30 AM - 11:00 AM)
Solidifying Smart Security Selection
Event details:
Oct. 24, 2019
10:30 AM - 11:00 AM
While sector allocation is the foundation when building an investment portfolio, specific security selection within the sector is obviously important. Strong management requires the proper comparsions among bonds and securities within a given sector. In this session, we will discuss proper methods of comparison and selection.
Past Events:
Aug. 15, 2019 (02:00 PM - 03:00 PM)
2Q19 Trendwatch
Event details:
Aug. 15, 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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