Marketing In-Person Roundtable

Date

September 23, 2026 - September 24, 2026

Time

05:30 PM - 03:00 PM EST

Location

Atlanta, GA

Host

Callahan & Associates

Phone
Details

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 Atlanta.

What to Expect?

Every roundtable is attendee-driven so the agenda is 100% relevant to executives in the room. That’s why we can’t share an exact list of discussion topics just yet, but we can give you a glimpse at what we’ve heard is top of mind for marketing.

  • Member Acquisition and Engagement: How are you attracting and retaining members while ensuring marketing efforts resonate with their values and expectations?
  • Data-Driven Marketing and Personalization: How are you leveraging data and technology to deliver personalized communications and offers that strengthen member relationships and trust?
  • Channel Alignment and Experience: How are you creating seamless, consistent, and friction-free experiences across digital and in-person touchpoints?
  • Community and Brand Strategy: How are you reinforcing your credit union’s mission, values, and community impact to differentiate your brand and build lasting member loyalty? 

Who Should Attend?

This roundtable is intended for the C-Suite at your credit union, 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. 
Roundtables are open to executives at credit unions with roundtable subscription access and assets over $200M. 
Who Should Attend

Senior-Most Marketing Executives

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