Connect. Collaborate. Leave Inspired.
In an ever-evolving industry, one mission remains constant: empower members and strengthen communities.
Callahan’s in-person call center roundtables bring together credit union leaders from across the country to share insights, tackle challenges, and explore what’s next — all while keeping members at the center of every decision.
There’s no substitute for the energy and innovation that happens when leaders come together in person. This year, we’re bringing that experience to Arizona.
What to Expect?
Every roundtable is attendee-driven, so the agenda is shaped entirely by the executives in the room. While topics vary, here’s a snapshot of what’s top of mind for call center leaders:
- Omnichannel Member Experience: Delivering seamless experiences across phone, chat, text, branch, and digital channels.
- Technology & AI Integration: Leveraging AI, robotics, and other tech to improve efficiency, agent performance, and fraud prevention.
- Operational Metrics & KPIs: Measuring success, tracking contact center performance, and evolving metrics for the modern environment.
- Staffing & Employee Engagement: Strategies for hiring, retaining, and motivating call center talent.
- Sales & Growth in the Contact Center: Driving member acquisition, product adoption, and a sales culture while balancing service.
Who Should Attend?
This roundtable is intended for the call center executive at your credit union. Each organization is unique, so if it makes more sense for someone else to attend, we’re happy to advise.
Due to high demand, only one attendee per credit union may register. Others can join the waitlist, and we’ll notify you if a seat becomes available. Questions about eligibility or the waitlist? Email us at marketing@callahan.com.
Due to high demand, only one attendee per credit union may register. Others can join the waitlist, and we’ll notify you if a seat becomes available. Questions about eligibility or the waitlist? Email us at marketing@callahan.com.
Roundtables are open to executives at credit unions with roundtable subscription access and assets over $200M.
