Connect. Collaborate. Leave Inspired.
In an ever-evolving industry, one mission remains constant: empower members and strengthen communities.
Callahan’s in-person roundtables bring together credit union executives from across the country to exchange ideas, tackle current challenges, and explore what’s next — all while keeping members at the center of every decision.
There’s no substitute for the energy, insight, and collaboration that happens when leaders come together in person. And this year, we’re bringing that experience to Arizona.
What to Expect?
Every roundtable is attendee-driven, meaning the agenda is shaped entirely by the executives in the room. While topics may vary, here’s a snapshot of what’s top of mind for CFOs and other financial leaders:
- Interest Rate & Margin Management: Strategies to protect margins, manage funding costs, and navigate shifting rates.
- Deposit Growth & Liquidity: Driving core and non-maturing deposits while optimizing marketing ROI and liquidity.
- Credit Risk & Regulatory Impact: Mitigating credit risk, managing delinquencies, and adapting to evolving regulations.
- Technology & Innovation: Leveraging AI and fintech to improve finance, accounting, and operational efficiency.
- Financial Performance & Alternative Revenue: Enhancing ROA, exploring new revenue streams, and tracking financial wellbeing.
Who Should Attend?
This event is designed primarily for CFOs, though we understand that each credit union has unique roles and responsibilities. If you’re unsure who should attend, reach out — we’ll help identify the right participant.
Due to high demand, we ask that only one attendee per credit union register. Others can join our 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, we ask that only one attendee per credit union register. Others can join our 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.
