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January 2019 Events

January 2019
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Current Events:
Jan. 22, 2019 (02:00 PM - 03:00 PM)
Road To Mortgage Success: 1003 Application Review & Risk Mitigation Analysis | Part 1
Event details:
Jan. 22, 2019
02:00 PM - 03:00 PM
Taking an accurate and complete mortgage application is the first step to ensuring a successful and timely mortgage origination. In this webinar, LenderSelect’s Lending and Training team will perform a detailed analysis of the mortgage application process to understand how to identify and mitigate challenges early on and navigate to success.
Jan. 22, 2019 (02:00 PM - 03:00 PM)
Member Experience Challenges for 2019
Event details:
Jan. 22, 2019
02:00 PM - 03:00 PM
How One Credit Is Turning Challenges Into Triumphs
Jan. 24, 2019 (10:30 AM - 11:00 AM)
Can You Justify Your Investment Strategy?
Event details:
Jan. 24, 2019
10:30 AM - 11:00 AM
Sure, every institution has an investment strategy. It is an internal and regulatory must. You probably even reviewed your strategy in the past year. But does the Board understand it, can you explain it, and is it justifiable? In part one of this Investment Strategies webinar series, we will review the attributes of a solid investment strategy.
Jan. 24, 2019 (12:00 PM - 01:00 PM)
Humanizing Data for Survival
Event details:
Jan. 24, 2019
Humanizing_Data_for_Survival
12:00 PM - 01:00 PM
We are excited to feature Brian Ley of Alpharank on the next CU App Store Presents webinar. Brian will explain how credit unions can build customer graphs using anonymized transactions from a data lake and case studies of using the graph to enhance marketing. New member acquisition is the key to survival and prosperity for credit unions large and small. Brian will focus using the graph to attract new members efficiently via digital marketing.
Feb. 5, 2019 - Feb. 7, 2019 (All Day Event)
Cornerstone Credit Union Chief Lending Officer Roundtable
Event details:
Feb. 5, 2019 - Feb. 7, 2019
Loews_Ventana_Canyon_at_Sunset_-_800x532
All Day Event
Loew's Ventana Canyon
7000 N. Resort Drive
Tucson,AZ
85750

480.423.2030

Executive Roundtable for Chief Lending Officers
Feb. 5, 2019 - Feb. 7, 2019 (All Day Event)
LSCI's Management Institute
Event details:
Feb. 5, 2019 - Feb. 7, 2019
All Day Event
Disney's Boardwalk Inn
2101 N. Epcot Resorts Boulevard
Orlando,FL
32830

407-939-4686

Designed exclusively for management and C-suite personnel, LSCI’s Management Institute is the foremost conference for credit union executives. Once a year, top leaders in the industry gather to share best practices, specific tactics to increase earnings, and strategies for success. With a wide variety of topics ranging from lending to marketing to operations to compliance, this event is all about sharing experiences in a fun, interactive environment. Find out why so many of credit unions make th
Feb. 11, 2019 - Feb. 12, 2019 (05:00 PM - 03:00 PM)
Callahan's CLO Roundtable In Phoenix
Event details:
Feb. 11, 2019 - Feb. 12, 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 lending executives across 2018.
Feb. 12, 2019 - Feb. 15, 2019 (All Day Event)
Strategic CFO Immersion - Group 3 (Phase 2)
Event details:
Feb. 12, 2019 - Feb. 15, 2019
All Day Event
c. myers corporation
8222 S. 48th Street, Suite 275
Phoenix,AZ
85044

800.238.7475

Phase 2 of Strategic CFO Immersion helps CFOs deepen in their proficiency of the competencies necessary to be the financial leader of their credit union and link strategy with desired financial performance. The immersion consists of two 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.
Feb. 12, 2019 - Feb. 13, 2019 (05:00 PM - 03:00 PM)
Callahan's Analytics Roundtable In Phoenix Leadership Content
Event details: Leadership Content
Feb. 12, 2019 - Feb. 13, 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.
Looking Forward:
Feb. 14, 2019 (01:30 PM - 03:30 PM)
4Q18 Trendwatch
Event details:
Feb. 14, 2019
01:30 PM - 03:30 PM
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
Feb. 21, 2019 (02:00 PM - 03:00 PM)
Road To Mortgage Success: 1003 Application Review & Risk Mitigation Analysis | Part 2
Event details:
Feb. 21, 2019
02:00 PM - 03:00 PM
Understanding the specific details of a borrower’s financial background is essential when completing a 1003 application. In this webinar, LenderSelect’s Lending and Training team will perform a detailed borrower financial analysis to understand how to identify and mitigate challenges early on and navigate to success.
Feb. 26, 2019 - March 1, 2019 (All Day Event)
Strategic CFO Immersion – Group 4 (Phase 1)
Event details:
Feb. 26, 2019 - March 1, 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: February 26-March 1, 2019 | Phase 2 Onsite: June 11-14, 2019.
Feb. 26, 2019 - Feb. 28, 2019 (All Day Event)
LSCI's 3-Day University of Lending - San Antonio, TX
Event details:
Feb. 26, 2019 - Feb. 28, 2019
All Day Event
Hotel Valencia Riverwalk
150 East Houston Street
San Antonio,TX
78205

210-227-9700

The University of Lending is the most comprehensive training for credit unions today. 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. Key topics covered include, Scoring Models & Score Enhancement, Decision Making, Interviewing and Sales, and High Yield Lending Strategy.
Feb. 26, 2019 - Feb. 27, 2019 (09:00 AM - 04:00 PM)
Peer-to-Peer Bootcamp (Atlanta, GA)
Event details:
Feb. 26, 2019 - Feb. 27, 2019
09:00 AM - 04:00 PM
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.
Feb. 28, 2019 (10:30 AM - 11:00 AM)
Keys To Strong Loan Management
Event details:
Feb. 28, 2019
10:30 AM - 11:00 AM
Economic uncertainty presents a constant challenge for financial institutions, particularly related to its potential impact to business performance. As depositories move forward with strategic objectives, loan pricing and portfolio management should remain a top priority. In this session, we will explore frameworks for disciplined approaches to product pricing and securities portfolio management, and its relationship to maintaining and meeting profitability targets.
March 10, 2019 (01:00 PM - 03:30 PM)
Callahan's CEO Roundtable In Washington DC Leadership Content
Event details: Leadership Content
March 10, 2019
01:00 PM - 03:30 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 CEOS across 2018.
March 11, 2019 - March 15, 2019 (All Day Event)
LSCI's 5-Day University of Lending
Event details:
March 11, 2019 - March 15, 2019
All Day Event
Chicago Marriott Northwest
4800 Hoffman Boulevard
Hoffman Estates,IL
60192

847-645-9500

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
March 19, 2019 - March 22, 2019 (All Day Event)
CEO Readiness – Phase 1
Event details:
March 19, 2019 - March 22, 2019
All Day Event
c. myers corporation
8222 South 48th Street, Suite 275
Phoenix,AZ
85044

800.238.7475

CEO Readiness is designed to help those who want to prepare to be a CEO advance the strategic and leadership competencies necessary to be successful in creating and cultivating a compelling organization. The process consists of two required phases for a total of eight days of experiential learning onsite at c. myers’ office and momentum calls. Phase 1 Onsite: March 19-22, 2019 | Phase 2 Onsite: July 9-12, 2019.
March 21, 2019 (10:30 AM - 11:00 AM)
The Fundamentals Of Derivatives And Balance Sheet Hedging
Event details:
March 21, 2019
10:30 AM - 11:00 AM
Short-term market rates may continue to rise, but proper hedging strategies are agnostic to the rate environment and its movements. Join us for this webinar where we will discuss various hedging strategies and how to assess hedging performance in relation to the balance sheet. Appropriate hedging strategies paired with effective mortgage pipeline management can provide an opportunity to enhance return and profitability through risk reduction and cost savings.
March 21, 2019 (02:00 PM - 03:00 PM)
Compensation Strategies For Loan Officers That You Need To Know
Event details:
March 21, 2019
02:00 PM - 03:00 PM
A new year has just begun – is your financial institution delivering the quantity of mortgage loans you anticipated? It is important to review your compensation plan to ensure it is aligned with your financial institution’s mortgage goals. Making the decision to adjust compensation toward bringing in new business rather than waiting for clients to come in can lead to a big reward for both the individual loan officer and your business as a whole.
March 24, 2019 - March 26, 2019 (All Day Event)
Cornerstone Advisors Payments School
Event details:
March 24, 2019 - March 26, 2019
All Day Event
The Scott Resort
4925 N. Scottsdale Rd.
Scottsdale,AZ
85251

4804232030

Cornerstone Advisors Payments School is designed and presented by seasoned industry experts that are skilled at helping banks and credit unions drive improved performance.
March 25, 2019 - March 27, 2019 (All Day Event)
ALM First Financial Institute
Event details:
March 25, 2019 - March 27, 2019
All Day Event
Dallas,TX

The financial world is constantly changing, and your ability to keep up with those changes - everything from asset liability management to the latest regulations - can have a direct impact on the success of your financial institution. This industry-leading, three-day workshop provides key education and timely insights designed to benefit institutional goals and strategies.
March 25, 2019 - March 26, 2019 (05:00 PM - 03:00 PM)
Callahan's HR Roundtable In Atlanta Leadership Content
Event details: Leadership Content
March 25, 2019 - March 26, 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 executives across 2018.
March 26, 2019 - March 27, 2019 (All Day Event)
The Fundamentals: Using A/LM For Actionable Business Intelligence
Event details:
March 26, 2019 - March 27, 2019
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. 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. Participants will earn up to 11.5 CPE credits
March 26, 2019 - March 27, 2019 (05:00 PM - 03:00 PM)
Callahan's Member Experience Roundtable In Atlanta Leadership Content
Event details: Leadership Content
March 26, 2019 - March 27, 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.
March 28, 2019 (All Day Event)
The Next Step: Connecting A/LM With Strategy
Event details:
March 28, 2019
All Day Event
c. myers corporation
8222 South 48th Street, Suite 275
Phoenix,AZ
85044

800.238.7475

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. Participants will earn up to 8 CPE credits.
Past Events:
Jan. 10, 2019 (02:00 PM - 03:00 PM)
Take More Risk, Help More Members Leadership Content
Event details: Leadership Content
Jan. 10, 2019
02:00 PM - 03:00 PM
Join Sandy Cloutier, chief risk officer for Infinity Federal Credit Union for an interactive discussion of how other credit unions may want to re-assess their own risk levels and find new ways to serve more of their members.
 
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