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June 2019 Events

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Current Events:
June 17, 2019 - June 18, 2019 (05:00 PM - 03:00 PM)
Callahan's CFO Roundtable In Washington DC Leadership Content
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.
June 18, 2019 - June 19, 2019 (All Day Event)
ACUMA Deep-Dive Workshop
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.
June 18, 2019 - June 19, 2019 (05:00 PM - 03:00 PM)
Callahan's Consumer Lending Roundtable Washington DC Leadership Content
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.
June 20, 2019 - June 21, 2019 (09:00 AM - 02:00 PM)
Peer-to-Peer Bootcamp (Knoxville, TN)
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.
June 20, 2019 (02:00 PM - 03:00 PM)
How One Cooperative is Combating Climate Change Leadership Content
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.
June 25, 2019 (01:00 PM - 02:00 PM)
Resiliency for a catastrophic cyberattack on financial institutions
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.
June 25, 2019 (02:00 PM - 03:00 PM)
How To Classify Who Is A Critical Vendor
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.
June 26, 2019 - June 28, 2019 (All Day Event)
A/LM for Those Who Need to Sweat the Details: Methodologies, Assumptions, and Messaging
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.
June 27, 2019 (10:30 AM - 11:00 AM)
When Mortgage Pipeline Hedging Is A Must
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.
June 27, 2019 (02:00 PM - 03:00 PM)
Achieving The Effortless Member Experience
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.
July 9, 2019 - July 12, 2019 (All Day Event)
CEO Readiness – Phase 2
Event details:
July 9, 2019 - July 12, 2019
All Day Event
c. myers corporation
8222 South 48th Street, Suite 275
Phoenix,AZ
85044

800.238.7475

Phase 2 of CEO Readiness builds on the foundations established in Phase 1. Phase 2 allows participants to use what they learned in Phase 1 by practicing thought-processes of, and responses to, true business situations. The process consists of two required phases for a total of eight days of experiential learning onsite at c. myers’ office and momentum calls. Phase 1 Onsite: March 19-22, 2019 | Phase 2 Onsite: July 9-12, 2019.
July 11, 2019 - July 12, 2019 (All Day Event)
Mortgage Lending Roadshow
Event details:
July 11, 2019 - July 12, 2019
CU_Members_Roadshow_FINAL
All Day Event
The Ritz Carlton Denver
1881 Curtis St.
Denver,CO
80202

800-607-3474

CU Members Mortgage welcomes credit union mortgage professionals to join us in a 2 day session that will inspire and challenge you to make your mortgage lending efforts smarter, faster, and better. We'll uncover operational secrets that can improve your bottom line and discover new tactics that can help you manage your pipeline better. Explore best practices and network with your peers to connect with long-lasting resources for years to come. Register now for your early bird special discount.
Looking Forward:
July 16, 2019 (02:00 PM - 03:00 PM)
Vetting Your Vendor's Cybersecurity Preparedness
Event details:
July 16, 2019
02:00 PM - 03:00 PM
Elizabethtown,KY

Cybersecurity is a regulatory hot button issue. However, by taking the necessary precautions and understanding your vendor’s cybersecurity posture, you can reduce the risk of your vendors becoming your weakest link. In this session, the presenters will cover how to review your vendor’s cybersecurity to uncover if they are prepared to prevent, detect and respond to a cybersecurity issue.
July 23, 2019 - July 24, 2019 (05:00 PM - 03:00 PM)
Callahan's CLO Roundtable In Minneapolis
Event details:
July 23, 2019 - July 24, 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 lending executives across 2018.
July 24, 2019 - July 25, 2019 (05:00 PM - 03:00 PM)
Callahan's Retail Roundtable In Minneapolis Leadership Content
Event details: Leadership Content
July 24, 2019 - July 25, 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 retail executives across 2018.
July 25, 2019 (10:30 AM - 11:00 AM)
Critical: Sector Values And Valuations
Event details:
July 25, 2019
10:30 AM - 11:00 AM
The foundation of a strong investment portfolio is sector allocation - not specific securities. While there are continually specific bonds and securities which are attractive, the initial consideration should be if they fit within the defined portfolio. In this session, we will discuss the values and valuations of different sectors and how they can be appropriate for your balance sheet strategy.
July 30, 2019 (02:00 PM - 03:00 PM)
Vendor Management 101
Event details:
July 30, 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. From data breaches to unfair practices, enforcement actions have increased and the level of scrutiny has never been greater. There’s little tolerance for lapses in program performance on all facets of vendor management.
Aug. 5, 2019 - Aug. 6, 2019 (09:00 AM - 02:00 PM)
Callahan's Peer-to-Peer Bootcamp (Milwaukee, WI)
Event details:
Aug. 5, 2019 - Aug. 6, 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.
Aug. 6, 2019 - Aug. 9, 2019 (All Day Event)
C-Suite Immersion – Phase 2
Event details:
Aug. 6, 2019 - Aug. 9, 2019
All Day Event
c. myers corporation
8222 South 48th Street, Suite 275
Phoenix,AZ
85044

800.238.7475

Phase 2 of C-Suite Immersion builds on the foundations established in Phase 1. Phase 2 allows participants to use what they learned in Phase 1 by practicing thought-processes of – and responses to – true business situations. The process consists of two required phases for a total of eight days of experiential learning onsite at c. myers’ office and momentum calls. Phase 1 Onsite: April 23-26, 2019 | Phase 2 Onsite: August 6-9, 2019.
Aug. 8, 2019 - Aug. 9, 2019 (All Day Event)
Mortgage Lending Roadshow
Event details:
Aug. 8, 2019 - Aug. 9, 2019
CU_Members_Roadshow_FINAL
All Day Event
Loew's Philadelphia
1200 Market Street
Philadelphia,PA
19107

800-607-3474

CU Members Mortgage welcomes credit union mortgage professionals to join us in a lending workshop to uncover new ways to grow your pipeline, improve your workflow, and uncover best practices to help you lend faster, smarter and better.
Aug. 8, 2019 (02:00 PM - 03:00 PM)
2019 Credit Card Management Series: Calculating Program Profitability (And Using It!) Leadership Content
Event details: Leadership Content
Aug. 8, 2019
02:00 PM - 03:00 PM
The 2019 Credit Card Management School, a partnership between Callahan & Associates and TRK Advisors, helps credit unions optimize their card portfolios and better understand the latest trends in program design and management. This second session of the popular three-part series focuses on program profitability.
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. 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.
Past Events:
June 11, 2019 - June 14, 2019 (All Day Event)
Strategic CFO Immersion – Group 4 (Phase 2)
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
June 11, 2019 (02:00 PM - 03:00 PM)
Vendor Due Diligence Site Visits
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.
June 12, 2019 (02:00 PM - 03:00 PM)
CCM - The Missing Link In Your Digital Transformation Strategy
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.
 
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