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May 2018 Events

May 2018
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Current Events:
May 30, 2018 (02:00 PM - 03:00 PM)
Mortgage Market Update: Trends & Opportunities
Event details:
May 30, 2018
02:00 PM - 03:00 PM
Join Callahan & Associates for a dive into the U.S. mortgage market. Using HMDA data, we'll examine: changes in market share at national, regional, and state levels.
May 31, 2018 - June 1, 2018 (All Day Event)
DRIVE '18 CU Direct's Lending Conference
Event details:
May 31, 2018 - June 1, 2018
Screen_Shot_2017-09-15_at_2_21_32_PM
All Day Event
Gaylord Texan Resort // Grapevine, TX
1501 Gaylord Trail
Grapevine,TX
76051

817-778-1000

As the nation’s most respected credit union lending conference, DRIVE '18 empowers executives to maximize lending performance and improve member experiences with insight from industry thought leaders.
May 31, 2018 (02:00 PM - 03:00 PM)
2018 Tough Question Series — A Planning Primer To Leverage Positive Momentum
Event details:
May 31, 2018
02:00 PM - 03:00 PM
Join Jay Johnson, partner at Callahan & Associates and sought-after industry strategist, to explore how credit unions can leverage positive momentum and ask tough questions as they go into planning season this fall.
June 5, 2018 - June 6, 2018 (01:00 PM - 03:30 PM)
Behavioral Economics Workshop: the truth about decision making
Event details:
June 5, 2018 - June 6, 2018
01:00 PM - 03:30 PM
The workshop will discuss the factors that influence how we analyze choices and make decisions. You will get practical tools to adjust your credit union messaging, pricing, and customer experience to be more effective.
June 6, 2018 - June 8, 2018 (All Day Event)
2018 LenderSelect Lender Summit
Event details:
June 6, 2018 - June 8, 2018
Lender_Summit_1
All Day Event
Hilton Richmond Hotel & Spa
12042 West Broad Street
Richmond,VA
23223

LenderSelect Mortgage Group is pleased to announce their annual free Lender Summit on June 6-8, 2018 in Richmond, VA. The purpose of the Summit is to bring credit union and community bank 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. The event is free of charge to credit union / community bank professionals!
June 7, 2018 (01:00 PM - 02:00 PM)
Credit Union Business Lending Today - Quarterly Webinar Series
Event details:
June 7, 2018
01:00 PM - 02:00 PM
Gain New Insights to Help Fuel Business Lending at Your Credit Union Join us on June 7th to discuss the latest marketplace and industry trends, compliance issues and opportunities for credit unions. Our quarterly webinar series covers a full range of topics in an economical manner to help you stay up to speed as your credit union looks for ways to expand its business lending activities. Contact us at info@mbfs.org to register or for more information on this series.
June 7, 2018 (02:00 PM - 03:00 PM)
Reward Members And Promote The Credit Union Difference
Event details:
June 7, 2018
02:00 PM - 03:00 PM
Join Callahan & Associates and Gene Pelham, CEO of Rogue Credit Union, for a discussion on the credit union's ownership account.
June 10, 2018 - June 13, 2018 (05:00 PM - 12:00 PM)
AXFI 2018
Event details:
June 10, 2018 - June 13, 2018
AXFI-Logo-Large
05:00 PM - 12:00 PM
Radisson Blu MOA - Minneapolis
2100 Killebrew Drive
Minneapolis,MN
55425

952-881-5258

The 5th Annual AXFI Conference addresses the growing need to make analytics, innovation and security a top priority for credit unions. This conference is designed to be of interest to all levels of credit union management, C-Level, VPs, Managers and Technical Staff. There has never been a conference like this, for those who believe that innovation + analytics is the future. Come find out why Credit Unions are in the best position to succeed in the new digital world.
June 12, 2018 - June 15, 2018 (All Day Event)
Strategic CFO Immersion - Group 1 (Phase 2)
Event details:
June 12, 2018 - June 15, 2018
All Day Event
c. myers corporation
8222 S. 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.
June 12, 2018 - June 14, 2018 (08:00 AM - 04:00 PM)
Advanced Lending Institute
Event details:
June 12, 2018 - June 14, 2018
ALI_emailready
08:00 AM - 04:00 PM
Chicago Mariott Northwest
4800 Hoffman Blvd.
Hoffman Estates,IL
60192

877-915-7675

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 June 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 lenders to advance their skills and careers. B
June 14, 2018 (10:30 AM - 11:30 AM)
Pricing & Profitability
Event details:
June 14, 2018
10:30 AM - 11:30 AM
Pricing policies are critical for lenders; maintaining discipline in this area helps institutions ensure they are adequately compensated for the risks taken on the balance sheet. To maintain profitability, it’s crucial for institutions to adjust their pricing accordingly to the changes in market rates. In this webinar, we will discuss the relationship between lending pricing and the effect on the institution’s profitability.
June 14, 2018 (01:00 PM - 02:00 PM)
2018 Third Quarter FinTech Update
Event details:
June 14, 2018
01:00 PM - 02:00 PM
Actionable Data Analytics Understanding your member data can unlock big opportunities for your credit union to grow, serve its members more effectively and increase revenue. But, where do you begin? Join us for a live webinar that will review what you need to know to get your arms around making the most of using data analytics at your credit union.
June 14, 2018 (02:00 PM - 03:00 PM)
A Member-Driven Approach To Innovation
Event details:
June 14, 2018
02:00 PM - 03:00 PM
Join Anita Newton, chief innovation officer for CommunityAmerica Credit Union, and Callahan & Associates for a discussion about how the credit union's innovation lab puts member experience first and what the cooperative has learned about developing tools that members will adopt.
June 19, 2018 - June 21, 2018 (08:00 AM - 04:00 PM)
LSCI's 3-Day University of Lending
Event details:
June 19, 2018 - June 21, 2018
08:00 AM - 04:00 PM
Crowne Plaza AiRE
3 appletree square
Minneapolis,MN
55425

877-915-7675

If you aren't approving 80% of your loans, this school is a must for you! Jack Kelly will train your lending team to see beyond the score and create lifetime relationships with all your members. Learn how to: create sustainable loan growth, build lifetime relationships with members, develop a culture of accountability, and Increase your loan yield and ROA.
Looking Forward:
June 25, 2018 - June 26, 2018 (All Day Event)
Callahan CFO Roundtable
Event details:
June 25, 2018 - June 26, 2018
All Day Event
The CFO Roundtable will start at 4:00 PM on June 25 with a lively networking session, followed by dinner. We'll reconvene on the 26th from 8:00 to 3:00 PM for the Roundtable. We promise the value is worth the time out of the office.
June 26, 2018 - June 27, 2018 (All Day Event)
Making Sense of CECL: An Interactive Workshop
Event details:
June 26, 2018 - June 27, 2018
All Day Event
c. myers corporation
8222 S. 48th Street, Suite 275
Phoenix,AZ
85044

800.238.7475

During this hands-on workshop (limited availability), attendees will navigate the uncharted waters of CECL together, using tools designed to explore various methodologies and implications to the credit union business model. You’ll work with your unique data and collaborate with other credit unions as you bring the various aspects of CECL into focus. You’ll participate in discussions and walk through exercises and examples to help you link implementation with strategic outcomes.
June 26, 2018 - June 27, 2018 (All Day Event)
Callahan CLO Roundtable
Event details:
June 26, 2018 - June 27, 2018
All Day Event
The CLO Roundtable will start at 4:00 PM on June 26 with a lively networking session, followed by dinner. We'll reconvene on the 27th from 8:00 to 3:00 for the Roundtable. We promise the value is worth the time out of the office.
June 27, 2018 - June 28, 2018 (All Day Event)
Peer-to-Peer Bootcamp (Laurel, MD)
Event details:
June 27, 2018 - June 28, 2018
All Day Event
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.
July 17, 2018 - July 18, 2018 (All Day Event)
Peer-to-Peer Bootcamp (Detroit, MI)
Event details:
July 17, 2018 - July 18, 2018
All Day Event
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.
July 17, 2018 - July 20, 2018 (All Day Event)
Strategic CFO Immersion - Group 2 (Phase 2)
Event details:
July 17, 2018 - July 20, 2018
All Day Event
c. myers corporation
8222 S. 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. Learning is done in a group setting of 2-3 participants throughout the immersion including the onsites and phone calls.
July 19, 2018 (02:00 PM - 03:00 PM)
2018 Tough Questions Series — Tough Question Trends
Event details:
July 19, 2018
02:00 PM - 03:00 PM
Join Jon Jeffreys, managing partner of Callahan & Associates to explore the tough questions credit unions are beginning to ask themselves and what steps you can take to ensure relevancy.
July 30, 2018 - July 31, 2018 (All Day Event)
Callahan Retail Roundtable
Event details:
July 30, 2018 - July 31, 2018
All Day Event
The Retail Roundtable will start at 4:00 PM on the 30th with a lively networking session, followed by dinner. We'll reconvene on the 31st from 8:00 AM to 3:00 PM. We promise the value is worth the time out of the office.
July 31, 2018 - Aug. 1, 2018 (All Day Event)
Callahan HR Roundtable
Event details:
July 31, 2018 - Aug. 1, 2018
All Day Event
The HR Roundtable will start at 4:00 PM on the 31st with a lively networking session, followed by dinner. We'll reconvene on the 1st from 8:00 to 3:00 for the Roundtable. We promise the value is worth the time out of the office.
Past Events:
May 22, 2018 - May 23, 2018 (08:00 AM - 04:00 PM)
LSCI's Branch Manager Workshop
Event details:
May 22, 2018 - May 23, 2018
branchworkshop_emailready
08:00 AM - 04:00 PM
Hilton Houston NASA Clear Lake
3000 NASA Parkway
Houston ,TX
77058

877-915-7675

As a branch manager or supervisor, your leadership is essential to the advancement of your organization’s strategic goals and credibility as a trusted financial partner. LSCI’s Branch Manager Workshop will provide valuable insight into effectively managing staff and creating a culture of excellence. Key topics LSCI will cover; defining the role of the Branch Manager, implementing effective incentive plans, fostering lifetime membership and long-term growth by appreciating every member opportuni
May 22, 2018 (10:30 AM - 11:30 AM)
Comparing RIA vs. Broker/Dealer Models
Event details:
May 22, 2018
10:30 AM - 11:30 AM
Registered Investment Advisors (RIA) and broker/dealers are two staples of the financial services industry. Leveraging both relationships is a pillar of high performing depositories, but the roles they serve can be markedly different. This webinar dives into the unique distinctions between the two entities, and the value derived from each partnership.
May 23, 2018 - May 24, 2018 (All Day Event)
CU Repossession & Remarketing Summit 2018 - Atlanta, GA May 23rd and 24th, 2018
Event details:
May 23, 2018 - May 24, 2018
cu_sol_ATL_rens_htl_med_1
All Day Event
Renaissance Atlanta Airport Gateway Hotel
2081 Convention Center Concourse
Atlanta,GA
30337

1 4703060100

CU-Solutions provides training in all areas of lending, collections, repossession assigning, compliance and the remarketing of recovered collateral. We also offer assistance in the placement of collection accounts in need of a local attorney, collateral recovery agents and remarketing specialists. While our services are optimally geared towards credit unions, we can customize those services to best align with any lenders’ needs to help them increase efficiencies, reduce charge offs and losses.
May 23, 2018 (02:00 PM - 03:00 PM)
Frictionless Member Experiences For Today's Mobile Consumer
Event details:
May 23, 2018
02:00 PM - 03:00 PM
Join Neustar to learn how to incorporate offline, digital, and unspoofable device data elements into a multi layered approach to identity.
May 23, 2018 - May 24, 2018 (05:30 PM - 05:00 PM)
CU Repossession & Remarketing Summit 2018
Event details:
May 23, 2018 - May 24, 2018
05:30 PM - 05:00 PM
Renaissance Atlanta Airport Gateway Hotel

Atlanta,GA

The Credit Union Repossession and Remarketing Summit 2018 will be the premier credit union educational event of the year. Industry leaders will be speaking on the topics that are of extremely high importance to all lending institutions. This seminar will address the day-to-day challenges of maintaining compliance during the collection, repossession, and collateral remarketing process. You are guaranteed gain insight and knowledge you did not previously have, or your admission refunded.
May 23, 2018 - May 24, 2018 (05:30 PM - 05:00 PM)
CU Repossession & Remarketing Summit 2018
Event details:
May 23, 2018 - May 24, 2018
05:30 PM - 05:00 PM
Renaissance Atlanta Airport Gateway Hotel

Atlanta,GA

The Credit Union Repossession and Remarketing Summit 2018 will be the premier credit union educational event of the year. Industry leaders will be speaking on the topics that are of extremely high importance to all lending institutions. This seminar will address the day-to-day challenges of maintaining compliance during the collection, repossession, and collateral remarketing process. You are guaranteed gain insight and knowledge you did not previously have, or your admission refunded.
May 24, 2018 (10:30 AM - 11:00 AM)
Pre-Fund & CDA Series
Event details:
May 24, 2018
10:30 AM - 11:00 AM
As employee benefit costs continue to rise, is your institution prepared? Administering employee benefits is essential to attracting and retaining a great team. Credit unions posses a powerful tool to manage these costs: pre-funding employee benefits. Join us for this quarterly webinar series as we discuss how credit unions can not only benefit from investing in non 703-compliant investment alternatives, but also how ALM First can assist your institution in reaching your financial goals.
May 24, 2018 (02:00 PM - 03:00 PM)
Vendor Management 101 - What It Is, Why You Must Do It and How It’s Done
Event details:
May 24, 2018
02:00 PM - 03:00 PM
Elizabethtown,KY

The service providers you choose to do business with can pose a very real risk for your company in many different areas, including operational risk, reputation risk, credit risk, compliance risk, strategic risk and many others. In order to mitigate and lower the level of risk a vendor poses, you should implement strong risk management practices that monitors and manages their performance. In this one-hour complimentary webinar, you will gain a thorough background on sound vendor risk management.
 
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