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October 2019 Events

October 2019
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Current Events:
Oct. 21, 2019 - Oct. 22, 2019 (05:00 PM - 03:00 PM)
Callahan's Business Lending 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 - Oct. 24, 2019 (All Day Event)
3-Day University of Lending
Event details:
Oct. 22, 2019 - Oct. 24, 2019
All Day Event
Hyatt Place + Hyatt House Charleston - Historic District
560 King St.
Charleston,SC
29403

843-414-4900

Rex Johnson’s mission of ‘serving the under-served’ has given over 50,000 credit union employees the tools needed to be the ‘best of the best.’ The University of Lending will maximize your employee’s potential, generating more income, achieving dramatic improvements in loan yields, ROAs, and member service practices, while discovering a new-found motivation for lending and people helping people.
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 (02:00 PM - 03:00 PM)
Mortgage Market Trends & How To Use MortgageAnalyzer
Event details:
Oct. 22, 2019
02:00 PM - 03:00 PM
You Will Learn: Changes in market share for the credit union industry at the national, regional, and state levels. In-depth insight and trends from the new HMDA data. A quick overview of new fields reporting and how credit unions might use them. MortgageAnalyzer training and program overview.
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. 23, 2019 (08:30 AM - 04:30 PM)
2nd Annual Credit Union Summit - UNFCU
Event details:
Oct. 23, 2019
08:30 AM - 04:30 PM
Join us in New York to build on the credit union sustainability movement. Learn how you can drive value, engagement, and organizational growth through sustainability initiatives.
Oct. 23, 2019 (02:00 PM - 03:00 PM)
3 Tips To Geofence Your Mortgage Portfolio Leadership Content
Event details: Leadership Content
Oct. 23, 2019
02:00 PM - 03:00 PM
Join Callahan & Associates and Daniel Estal, vice president of lending and market development for Northern Credit Union, for a discussion about the credit union’s geofencing, push notification, and digital coupon strategies to reach would-be homebuyers.
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.
Oct. 26, 2019 (12:30 PM - 07:30 PM)
Underground Collision with Money 20/20
Event details:
Oct. 26, 2019
12:30 PM - 07:30 PM
Las Vegas - Zappos WOW Theater and Mob Museum,NV

Credit Unions are a dominant force globally! The industry is #CUSTRONG with more than 260 million households serving 1 BILLION+ people worldwide. October 26th, the Underground will collide with the Money 20/20 in Las Vegas to address credit unions’ relevance in the future world of money! Your opportunity to engage and get a seat at the table with major industry leaders. You will have an equal voice in the dialogue as we encourage diverse opinions and personal networking. Join Us!
Nov. 5, 2019 - Nov. 8, 2019 (All Day Event)
Strategic CFO Immersion – Group 5 (Phase 1)
Event details:
Nov. 5, 2019 - Nov. 8, 2019
All Day Event
c. myers corporation
8222 South 48th Street, Suite 275
Phoenix,AZ
85044

800.238.7475

Strategic CFO Immersion helps CFOs build proficiency in the competencies necessary to be the financial leader of their credit union, and link strategy with desired financial performance. The immersion consists of two required phases, with each phase including four days onsite at c. myers’ offices and continued learning calls with the participants. Phase 1 Onsite: November 5-8, 2019 | Phase 2 Onsite: February 11-14, 2020
Nov. 12, 2019 (02:00 PM - 03:00 PM)
Vendor Due Diligence And Contract Management Best Practices
Event details:
Nov. 12, 2019
02:00 PM - 03:00 PM
Elizabethtown,KY

Due diligence and contract management are important pillars of your vendor's lifecycle and overall third party risk management program. Done well, they can protect your organization, customers, data and shareholders. In your due diligence, you must be aware of the activities that should be considered, how criticality and risk of a vendor can influence how much due diligence you do, the various oversight items to consider and why it all is not just a “check the box” item.
Nov. 13, 2019 (02:00 PM - 03:00 PM)
3Q19 Trendwatch
Event details:
Nov. 13, 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.
Nov. 14, 2019 (10:30 AM - 11:00 AM)
Liquidity Forecasting: A Must For 2020 Planning
Event details:
Nov. 14, 2019
10:30 AM - 11:00 AM
No matter the movement in rate forecasts and growth expectations, liquidity remains critical for healthy institutions. In order to ensure that adequate liquidity sources are available in the event of the unexpected, institutions should employ tools and resources that provide comprehensive liquidity forecasts and ongoing stress tests in order to evaluate the overall effectiveness of the institution’s liquidity policy.
Looking Forward:
Dec. 3, 2019 (All Day Event)
A/LM for Decision-Makers Who Dread It: Strengthening Business Insights
Event details:
Dec. 3, 2019
C_Myers_black
All Day Event
c. myers corporation
8222 S. 48th Street, Suite 275
Phoenix,AZ
85044

800.238.7475

Designed for executives and other decision-makers who dread discussions about A/LM, yet have responsibilities for making strategic recommendations and/or decisions.
Dec. 4, 2019 - Dec. 6, 2019 (All Day Event)
Cultivating Agile ALCO Members: Linking Strategy, A/LM, and Business Model Optimization
Event details:
Dec. 4, 2019 - Dec. 6, 2019
All Day Event
c. myers corporation
8222 S. 48th Street, Suite 275
Phoenix,AZ
85044

800.238.7475

A thought-provoking class for ALCO and aspiring ALCO members will incorporate experiential learning, case studies, open discussion, and address questions ALCOs are asking.
Dec. 10, 2019 (02:00 PM - 03:00 PM)
Third Party Risk Management Best Practices from 2019
Event details:
Dec. 10, 2019
02:00 PM - 03:00 PM
Elizabethtown,KY

A well-run third party risk management program is a sound business practice and important to have to meet regulatory guidelines. Managing your vendors well can help you avoid real risks to your reputation and operations. Let's finish off the year with a review on vendor risk management best practices and look towards the future.
Dec. 19, 2019 (10:30 AM - 11:00 AM)
2019 Hedging: Case Studies
Event details:
Dec. 19, 2019
10:30 AM - 11:00 AM
Hedging for many institutions is either a unfamiliar or four-letter word. Here, we will review the applications of multiple hedging strategies and their results - gains and losses - over the year.
Past Events:
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. 16, 2019 (02:00 PM - 03:00 PM)
2019 Credit Card Management Series: Agent Card Programs
Event details:
Oct. 16, 2019
02:00 PM - 03:00 PM
Join Tim Kolk, president of TRK Advisors, for this live discussion about how agent credit card programs work and how to ensure the best possible evaluation of this option.
 
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