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September 2018 Events

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Current Events:
Sept. 19, 2018 - Sept. 22, 2018 (All Day Event)
National Council of Firefighters Credit Union 2018 Annual Conference
Event details:
Sept. 19, 2018 - Sept. 22, 2018
All Day Event
Seattle,WA

NCOFCU Annual Educational Conference
Sept. 26, 2018 (02:00 PM - 03:00 PM)
Turn Students Into Savers Leadership Content
Event details: Leadership Content
Sept. 26, 2018
02:00 PM - 03:00 PM
Join Rebecca Freeman, associate vice president of marketing for Silver State Schools Credit Union, for an interactive discussion about the credit union's student savings program.
Oct. 1, 2018 (02:00 PM - 03:00 PM)
10 Questions On The Minds Of Leaders (And How The Industry Is Responding) Leadership Content
Event details: Leadership Content
Oct. 1, 2018
02:00 PM - 03:00 PM
Learn more about the 10 questions keeping credit union leaders up at night and how the industry is responding to these challenges in this live webinar with Callahan senior vice president Chris Howard and associate vice president of analytics and business development, Sam Taft.
Oct. 2, 2018 - Oct. 4, 2018 (All Day Event)
LSCI's 3-Day University of Lending
Event details:
Oct. 2, 2018 - Oct. 4, 2018
All Day Event
The Desmond Hotel & Conference Center
660 Albany Shaker Road
Albany,NY
12211

This 3-Day University of Lending is LSCI's only class in the Northeast in 2018. Reserve your place early as Ed Swanson's schools always fill up fast! Ed is a master at teaching credit unions how to grow their lending and membership in a rewarding, sustainable manner. Highlights: Learn which direction a credit score is heading Grow loans and loan yield Enhance member service and sales skills Ignite passion back into your employees and credit union
Oct. 9, 2018 - Oct. 11, 2018 (All Day Event)
CU Recovery Collection Academy
Event details:
Oct. 9, 2018 - Oct. 11, 2018
Academy_Logo_Date-jpeg
All Day Event
Embassy Suites, Bloomington MN
2800 American Blvd W.
Bloomington,MN
55431

800 377 1798

A yearly educational conference that is a resource for continuing education to provide the tools for the success of Credit Union collection departments in meeting their member service and delinquency reduction goals. The 2018 Academy is scheduled for October 9-11, 2018 at the Embassy Suites in Bloomington, MN.
Oct. 9, 2018 - Oct. 10, 2018 (All Day Event)
Callahan Analytics Roundtable Leadership Content
Event details: Leadership Content
Oct. 9, 2018 - Oct. 10, 2018
All Day Event
The Analytics Roundtable will start at 4:30 PM on the 9th with a lively networking session, followed by dinner. We'll reconvene on the 10th from 8:00 AM to 3:00 PM. We promise the value is worth the time out of the office.
Oct. 9, 2018 - Oct. 11, 2018 (All Day Event)
LSCI's Collection Institute
Event details:
Oct. 9, 2018 - Oct. 11, 2018
rotatingad_karin18
All Day Event
MGM Grand Detroit
1777 third street
Detroit,MI
48226

Today’s risk-based lending environment mandates that credit unions implement efficient collection practices. LSCI’s experts teach resolution-based methodologies, giving your collectors and lending personnel the tools they need to find payment solutions and maintain healthy member relationships. The Collections Institute also covers effective hiring and compliance practices, enabling credit unions to build sustainable debt management programs. Karin Brown-Purtell is the premier collection consul
Oct. 11, 2018 (02:00 PM - 03:00 PM)
A Branch Concept To Deepen Relationships Leadership Content
Event details: Leadership Content
Oct. 11, 2018
02:00 PM - 03:00 PM
Join Callahan & Associates and Pam Krupansky, vice president of retail delivery for Citadel FCU, for an interactive discussion about how credit unions can use staff feedback to improve the member experience and create a better branch concept.
Oct. 15, 2018 - Oct. 16, 2018 (All Day Event)
RegTech 2018
Event details:
Oct. 15, 2018 - Oct. 16, 2018
RegTech_logo
All Day Event
Hear from practitioners who have streamlined and automated compliance chores, turning that investment into a competitive advantage in the process. See some of the newest technologies that help reduce the compliance burden, and learn what’s coming down the pipe from regulators themselves.
Oct. 16, 2018 (02:00 PM - 03:00 PM)
2018 Tough Question Series — Is Your Credit Union Member-Centric?
Event details:
Oct. 16, 2018
02:00 PM - 03:00 PM
Join Alix Patterson, partner at Callahan & Associates, for a discussion about how credit unions are bringing members into the conversation and taking action to ensure their cooperatives remain all about their members.
Oct. 17, 2018 (02:00 PM - 03:00 PM)
How Advanced Analytics And Consulting Help Credit Unions Maximize Profit And Efficiency
Event details:
Oct. 17, 2018
02:00 PM - 03:00 PM
Leveraging data analytics and consulting helps financial institutions create more efficiency in their workflow and decisioning. However, credit unions that opt for this outsourced expertise need to be able to trust that they partner with an organization that can deliver.
Looking Forward:
Oct. 22, 2018 - Oct. 23, 2018 (All Day Event)
Callahan Risk Roundtable
Event details:
Oct. 22, 2018 - Oct. 23, 2018
All Day Event
The Risk Roundtable will begin at 4:00 PM on the 22nd with a lively networking session, followed by dinner. We'll reconvene on the 23rd from 8:00 to 3:00 for the Roundtable. We promise the value is worth the time out of the office.
Oct. 23, 2018 - Oct. 24, 2018 (All Day Event)
Callahan Retail Roundtable
Event details:
Oct. 23, 2018 - Oct. 24, 2018
All Day Event
The Retail Roundtable will start at 4:00 PM on the 23rd with a lively networking session, followed by dinner. We'll reconvene on the 24th from 8:00 to 3:00 for the Roundtable. We promise the value is worth the time out of the office.
Oct. 23, 2018 - Oct. 24, 2018 (All Day Event)
Peer-to-Peer Bootcamp (Boston, MA)
Event details:
Oct. 23, 2018 - Oct. 24, 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.
Oct. 24, 2018 - Oct. 25, 2018 (All Day Event)
Callahan HR Roundtable
Event details:
Oct. 24, 2018 - Oct. 25, 2018
All Day Event
The HR Roundtable will start at 4:00 PM on the 24th with a lively networking session, followed by dinner. We'll reconvene from 8:00 to 3:00 on the 25th for the Roundtable. We promise the value is worth the time out of the office.
Nov. 6, 2018 - Nov. 9, 2018 (All Day Event)
Strategic CFO Immersion - Group 3 (Phase 1)
Event details:
Nov. 6, 2018 - Nov. 9, 2018
All Day Event
c. myers corporation
8222 S. 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. Learning is done in a group setting of 2-3 participants throughout the immersion including the onsites and phone calls.
Nov. 6, 2018 - Nov. 9, 2018 (All Day Event)
Strategic CFO Immersion – Group 3 (Phase 1)
Event details:
Nov. 6, 2018 - Nov. 9, 2018
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.
Nov. 7, 2018 (All Day Event)
CU Recovery Building The Foundation Collection Training
Event details:
Nov. 7, 2018
All Day Event
Fulda Area Credit Union
1127 Ryan's Road
Worthington,MN
56187

800-377-1798

Wednesday, Nov. 7th Hosted By: Fulda Area Credit Union 1127 Ryan's Road, Worthington, MN 56187 Time: 9am - 4pm Cost: $99.00 per person Price includes all course materials and lunch
Nov. 13, 2018 - Nov. 15, 2018 (All Day Event)
LSCI's 3-Day University of Lending
Event details:
Nov. 13, 2018 - Nov. 15, 2018
All Day Event
Courtyard by Marriott Portland Downtown/Convention Center
435 NE Wasco Street
Portland,OR
97232

LSCI's 3-Day University of Lending is coming to the Northwest! Get ready for massive loan growth, increased loan yield, and record earnings by learning how to serve all of your members. Highlights: Learn how to tell which direction a credit score is heading Grow loans and loan yield Enhance member service and sales skills Ignite passion back into your employees and credit union Sneak Preview of 2018 Training Materials
Nov. 26, 2018 - Nov. 30, 2018 (All Day Event)
University of Lending
Event details:
Nov. 26, 2018 - Nov. 30, 2018
All Day Event
Four Seasons Hotel Las Vegas
3960 Las Vegas Boulevard South
Las Vegas,NV
89119

702-632-5000

Designed for loan managers, member service representatives, loan officers, collectors, and more, the University of Lending brings credit unions to “serve the under-served” at their maximum potential and with an interactive learning model as dynamic as the teams we train. Attendees will return educated, motivated, and ready to make a difference for your credit union and members. The University of Lending is the foremost training school for credit unions. Over the past 20+ years, Rex Johnson and
Nov. 26, 2018 - Nov. 30, 2018 (All Day Event)
LSCI's 5-Day University of Lending
Event details:
Nov. 26, 2018 - Nov. 30, 2018
All Day Event
Las Vegas,NV
89119

Designed for loan managers, member service representatives, loan officers, collectors, and more, the University of Lending brings credit unions to “serve the under-served” at their maximum potential and with an interactive learning model as dynamic as the teams we train. Attendees will return educated, motivated, and ready to make a difference for your credit union and members. The University of Lending is the foremost training school for credit unions. Over the past 20+ years, Rex Johnson and
Nov. 28, 2018 - Nov. 29, 2018 (All Day Event)
A/LM Education – Fundamentals
Event details:
Nov. 28, 2018 - Nov. 29, 2018
All Day Event
c. myers corporation
8222 South 48th Street, Suite 275
Phoenix,AZ
85044

800.238.7475

Our flagship course will show you how to use A/LM to provide your team with actionable business intelligence.
Nov. 28, 2018 - Nov. 29, 2018 (08:00 AM - 05:00 PM)
The Fundamentals: Using A/LM For Actionable Business Intelligence
Event details:
Nov. 28, 2018 - Nov. 29, 2018
08:00 AM - 05:00 PM
Phoenix,AZ

Our flagship course will show you how to use A/LM to provide your team with actionable business intelligence. You’ll work in teams using case studies of real credit unions. We’ll quickly test decisions you’d consider if you were managing these credit unions and you’ll see how your decisions could change the financial performance and risk profiles of your case studies. You will leave the session better equipped to make business decisions.
Nov. 30, 2018 (08:00 AM - 05:00 PM)
The Next Step: Connecting A/LM With Strategy
Event details:
Nov. 30, 2018
08:00 AM - 05:00 PM
Phoenix,AZ

There is less and less room for error in the financial services industry; the consequences of not asking the right questions have become more severe. This one-day course will focus on questions to ask when contemplating key strategic decisions. Throughout the course, there will be opportunities to discuss specific questions, issues, and decisions you may be considering.
Past Events:
Sept. 16, 2018 - Sept. 19, 2018 (05:30 PM - 11:30 AM)
ALM First Financial Forum
Event details:
Sept. 16, 2018 - Sept. 19, 2018
05:30 PM - 11:30 AM
San Diego,CA

The ALM First Financial Forum is designed for board members and executives of financial institutions to discover insights, formulate strategies, and gain new perspectives about the coming year. With two separate tracks and a variety of speakers including, industry experts and regulators, and numerous networking opportunities, the 2018 ALM First Financial Forum is the must-attend event for everyone involved in managing or monitoring the balance sheet.
Sept. 17, 2018 - Sept. 21, 2018 (All Day Event)
LSCI's 5-Day University of Lending
Event details:
Sept. 17, 2018 - Sept. 21, 2018
All Day Event
Crystal Lake Holiday Inn
800 S. Route 31
Crystal Lake,IL
60014

Designed for loan managers, member service representatives, loan officers, collectors, and more, the University of Lending brings credit unions to “serve the under-served” at their maximum potential and with an interactive learning model as dynamic as the teams we train. Attendees will return educated, motivated, and ready to make a difference for your credit union and members. The University of Lending is the foremost training school for credit unions!
Sept. 17, 2018 - Sept. 21, 2018 (08:00 AM - 04:00 PM)
LSCI's 5-Day University Of Lending
Event details:
Sept. 17, 2018 - Sept. 21, 2018
08:00 AM - 04:00 PM
Crystal Lake Holiday Inn
800 S. Route 31
Crystal Lake,IL
60014

877-915-7675

From loan officers to tellers, Rex Johnson’s U of L is tailored to any employee that works closely with members. Rex’s philosophy of “serving the underserved” will give employees the best job satisfaction possible - A renewed enthusiasm for sales, decision-making, and new strategies that will help your credit union become and stay profitable! Learn; the importance of loan yield, score interpretation and direction (including score codes), decision-making for the most challenging loan application
Sept. 19, 2018 - Sept. 20, 2018 (01:00 PM - 03:00 PM)
CU Engage’s 4th Executive Summit
Event details:
Sept. 19, 2018 - Sept. 20, 2018
01:00 PM - 03:00 PM
This is the fourth cu executive summit by CU Engage, with each event’s attendance representing an average of $75 Billion in assets.
Sept. 19, 2018 (03:00 PM - 04:15 PM)
Credit Union Tableau User Group Meet Up
Event details:
Sept. 19, 2018
tableau_logo_v1Artboard_1-100
03:00 PM - 04:15 PM
Join us for the Virtual Credit Unions Tableau User Group on Wednesday, September 19. This group aims to connect with others from the Credit Union industry to improve how we use analytics to drive value for our members. Our September meeting keynote is "Analytics & Big Data Transformations @ State Department Federal Credit Union by Reginald Wilkerson." Register for the event here .
Sept. 20, 2018 - Sept. 21, 2018 (All Day Event)
RSM National Credit Union Conference
Event details:
Sept. 20, 2018 - Sept. 21, 2018
db36fb53d23442caa485b57688de2c4e
All Day Event
JW Marriott Camelback Resort & Spa
5402 E. Lincoln Drive
Scottsdale,AZ
85253-4118

480-948-1700

Join us on September 20-21 for RSM’s 42nd Annual National Credit Union Conference, held this year at the spectacular JW Marriott Camelback Resort & Spa in Scottsdale, Arizona.
 
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