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April 2019 Events

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Current Events:
April 24, 2019 (02:00 PM - 03:00 PM)
Develop A Future-Proof CX Technology Strategy
Event details:
April 24, 2019
02:00 PM - 03:00 PM
On April 24th at 2:00 PM EST, join Chris Palmer, Doxim Vice President of Strategy, for an informative webinar, “Delivering on the Promise of CX with Technology Innovation,” and learn how to leverage innovative CX technologies to create a future-ready member engagement strategy.
April 25, 2019 (10:30 AM - 11:00 AM)
The Critical Analysis Of Investment Reports
Event details:
April 25, 2019
10:30 AM - 11:00 AM
The quantity of data and corresponding reports you receive is overwhelming, yet it is required that management properly utilize these data when leading the institution. It is important that you can understand and explain the investment reports you receive, as well as knowing what reports you should be reviewing each month.
April 28, 2019 - April 30, 2019 (All Day Event)
Cornerstone Advisors Chief Information Officer Roundtable
Event 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.
May 6, 2019 - May 10, 2019 (All Day Event)
LSCI's 5-Day University of Lending
Event details:
May 6, 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
May 6, 2019 - May 7, 2019 (05:00 PM - 03:00 PM)
Callahan's Contact Center Roundtable In Chicago Leadership Content
Event details: Leadership Content
May 6, 2019 - May 7, 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.
May 7, 2019 (02:00 PM - 03:00 PM)
Creating Or Maturing Your Vendor Risk Management Program
Event details:
May 7, 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.
May 7, 2019 - May 8, 2019 (05:00 PM - 03:00 PM)
Callahan's Digital Marketing Roundtable Leadership Content
Event details: Leadership Content
May 7, 2019 - May 8, 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.
May 8, 2019 (02:00 PM - 03:00 PM)
How To Build A Member Referral Program That Works  Exclusive Content
Event details: Exclusive Content
May 8, 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.
May 12, 2019 - May 14, 2019 (All Day Event)
Cornerstone Advisors Retail Delivery & Operations Roundtable
Event 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.
May 14, 2019 - May 15, 2019 (All Day Event)
ACUMA Deep-Dive Workshop
Event 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.
May 16, 2019 (02:00 PM - 03:00 PM)
1Q 2019 Trendwatch
Event 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.
Looking Forward:
May 19, 2019 - May 21, 2019 (All Day Event)
Cornerstone Advisors Project Management Officer Roundtable
Event 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.
May 21, 2019 - May 23, 2019 (All Day Event)
Cornerstone Advisors Credit Union Mortgage Roundtable
Event 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.
May 21, 2019 (02:00 PM - 03:00 PM)
Vendor Risk Assessment Workshop
Event 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.
May 22, 2019 - May 23, 2019 (09:00 AM - 04:00 PM)
Callahan's Peer-to-Peer Bootcamp (San Antonio, TX)
Event details:
May 22, 2019 - May 23, 2019
09:00 AM - 04:00 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.
May 23, 2019 (10:30 AM - 11:00 AM)
Portfolio Structuring For A Successful Institution
Event 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.
May 28, 2019 - May 29, 2019 (05:00 PM - 03:00 PM)
2019 Risk Roundtable In Charlotte Leadership Content
Event 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.
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 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 - 04:00 PM)
Peer-to-Peer Bootcamp (Knoxville, TN)
Event details:
June 20, 2019 - June 21, 2019
09:00 AM - 04:00 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 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 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.
Past Events:
April 11, 2019 - April 12, 2019 (09:00 AM - 04:00 PM)
Peer-to-Peer Bootcamp (Santa Ana, CA)
Event details:
April 11, 2019 - April 12, 2019
09:00 AM - 04:00 PM
Callahan's 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.
April 15, 2019 - April 16, 2019 (05:00 PM - 03:00 PM)
Callahan's Technology Roundtable In Charlotte Leadership Content
Event details: Leadership Content
April 15, 2019 - April 16, 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 tech executives across 2018.
April 16, 2019 - April 18, 2019 (All Day Event)
Cornerstone Advisors Credit Union Chief Executive Officer Roundtable
Event details:
April 16, 2019 - April 18, 2019
Monarch_Beach_Resort
All Day Event
Monarch Beach Resort
1 Monarch Beach
Dana Point,CA
92629

4804232030

A forum for Credit Union CEO's to discuss relevant industry topics and networking.
April 16, 2019 - April 17, 2019 (All Day Event)
2019 Engage Financial Services Summit
Event details:
April 16, 2019 - April 17, 2019
Summit_logo
All Day Event
GreenPath Financial Wellness headquarters
36500 Corporate Dr
Farmington Hills,MI
48331

The summit is designed for leaders and key staff of credit unions, banks, and other financial services companies who want to learn how to deepen engagement with members, customers, and employees. If you are new to the financial services industry or would like to add new skills to your toolbox, this year’s summit is an opportunity to connect, learn, share and engage! Session topics will include Human Centered Design, behavioral science, empathetic and non-violent communication.
April 16, 2019 (02:00 PM - 03:00 PM)
Banking And Regulatory Expectations in Today's Third Party Risk Management World
Event details:
April 16, 2019
02:00 PM - 03:00 PM
If something goes wrong with one of your third party relationships, how would it impact your organization? Today, having a program in place to manage and mitigate the risk associated with doing business with a third party is not only a sound business practice, it’s a regulatory expectation. In this complimentary webinar, we will be joined by 3 of the industry’s leading experts on third party risks to discuss:
April 16, 2019 - April 17, 2019 (05:00 PM - 03:00 PM)
Callahan's Cybersecurity Roundtable In Charlotte Leadership Content
Event details: Leadership Content
April 16, 2019 - April 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 cybersecurity executives across 2018.<
April 18, 2019 (02:00 PM - 03:00 PM)
2019 Credit Card Management Series: Card Market Overview (Free Intro Session)
Event details:
April 18, 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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