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September 2019 Events

September 2019
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Current Events:
Sept. 16, 2019 - Sept. 20, 2019 (All Day Event)
LSCI's 5-Day University of Lending
Event details:
Sept. 16, 2019 - Sept. 20, 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
Sept. 16, 2019 - Sept. 17, 2019 (05:00 PM - 03:00 PM)
Callahan's Marketing Roundtable In Washington DC Leadership Content
Event details: Leadership Content
Sept. 16, 2019 - Sept. 17, 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 marketing executives across 2018.
Sept. 17, 2019 - Sept. 19, 2019 (01:00 PM - 03:00 PM)
Third Party Risk Management Bootcamp
Event details:
Sept. 17, 2019 - Sept. 19, 2019
01:00 PM - 03:00 PM
Elizabethtown,KY

Effective vendor risk management is essential to protecting your organization, customers and all proprietary information. In addition to being a sound business practice, it’s also a regulatory expectation. Join our third party risk experts for our bootcamp where we'll show you “how” to accomplish some of the most challenging vendor risk management tasks.
Sept. 17, 2019 - Sept. 18, 2019 (05:00 PM - 03:00 PM)
2019 Foundations Roundtable In Washington DC Leadership Content
Event details: Leadership Content
Sept. 17, 2019 - Sept. 18, 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 foundation leaders across 2018.
Sept. 19, 2019 (10:30 AM - 11:00 AM)
The Fundamentals Of MSR Hedging
Event details:
Sept. 19, 2019
10:30 AM - 11:00 AM
In order to successfully hedge Mortgage Servicing Rights (MSR) assets, institutions need a sophisticated approach utilizing robust analytical systems that can properly model the negative convexity of the asset, as well as the human capital in place to properly manage these systems/models. In this session, we will review two ways to hedge an MSR asset, and how each one impacts risk-adjusted returns in order to help your institution meets its financial goals.
Sept. 19, 2019 (02:00 PM - 03:00 PM)
2019 Credit Card Management Series: Mapping Products To Membership Expectations Leadership Content
Event details: Leadership Content
Sept. 19, 2019
02:00 PM - 03:00 PM
Join Tim Kolk, president of TRK Advisors, for this live discussion about how credit unions can optimize their card portfolios and remain competitive in this continually evolving market.
Sept. 22, 2019 - Sept. 25, 2019 (All Day Event)
ACUMA Annual Conference
Event details:
Sept. 22, 2019 - Sept. 25, 2019
Save-Dates-2019-Normal
All Day Event
Gaylord National Resort and Convention Center
201 Waterfront Street
National Harbor,MD
20745

877-442-2862

ACUMA's annual conference is the premiere event for credit unions serious about mortgage lending, excellent educational sessions and networking opportunities.
Sept. 23, 2019 - Sept. 25, 2019 (All Day Event)
2019 ALM First Financial Forum
Event details:
Sept. 23, 2019 - Sept. 25, 2019
All Day Event
San Antonio,TX

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, it is the must-attend event for everyone involved in managing or monitoring the balance sheet.
Sept. 25, 2019 - Sept. 26, 2019 (All Day Event)
Underwriter Boot Camp
Event details:
Sept. 25, 2019 - Sept. 26, 2019
All Day Event
Lending Solutions Consulting Headquarters - 4th Floor
2250 Point Blvd.
Elgin,IL
60123

877-915-7675

Join us for 2 days of intense, hands-on loan training this September! This fast-paced class is perfect to build on your foundation, gain experience, and hone your underwriting skills. Designed for lenders and decision makers, seasoned instructor Tiffiny John will introduce the latest lending tools, score code training, analytical skills, and review some of the toughest loan applications.
Oct. 1, 2019 - Oct. 2, 2019 (All Day Event)
RSM National Credit Union Conference
Event details:
Oct. 1, 2019 - Oct. 2, 2019
All Day Event
Red Rock Casino Resort and Spa
11011 West Charleston Boulevard
Las Vegas,NV
89135

RSM National Credit Union conference 2019
Oct. 1, 2019 - Oct. 4, 2019 (All Day Event)
National Council of Firefighter Credit Unions 2019 conference
Event details:
Oct. 1, 2019 - Oct. 4, 2019
All Day Event
Clearwater Beach,FL

Annual Conference
Oct. 1, 2019 - Oct. 2, 2019 (05:00 PM - 03:00 PM)
Callahan's Analytics Roundtable In Charlotte Leadership Content
Event details: Leadership Content
Oct. 1, 2019 - Oct. 2, 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.
Oct. 6, 2019 - Oct. 8, 2019 (All Day Event)
Cornerstone Advisors Credit Union Payments Roundtable
Event details:
Oct. 6, 2019 - Oct. 8, 2019
Montelucia_photo
All Day Event
Omni Scottsdale Montelucis
4949 E. Lincoln Drive
Scottsdale,AZ
85253

4804232030

An executive exchange providing a private forum for Payments Executives to unlock the value of peer collaboration, share best practices, vet new ideas, and build productive relationships with fellow leaders.
Oct. 8, 2019 - Oct. 9, 2019 (All Day Event)
Branch Manager Workshop
Event details:
Oct. 8, 2019 - Oct. 9, 2019
All Day Event
Chicago Marriott Northwest
4800 Hoffman Blvd.
Hoffman Estates,IL
60142

847-945-9500

Leadership is essential to the advancement of your organization’s strategic goals and credibility as a trusted financial partner. LSCI’s Branch Manager Workshop will provide valuable insight into effectively managing staff and creating a culture of excellence. Develop the skills essential for successful branch management; register today!
Oct. 8, 2019 (02:00 PM - 03:00 PM)
Understanding And Analyzing Vendor SOC Reports
Event details:
Oct. 8, 2019
02:00 PM - 03:00 PM
Elizabethtown,KY

Collecting, analyzing and understanding your vendor’s SOC reports is crucial to ensure the vendor is a safe partner. It's expected that you have your third party’s actual SOC reports on file, as well as a qualified review of the audit reports acknowledging your understanding of strengths and weaknesses. Join us as we cover valuable information on SOC reports and reviewing them that should help your third party risk management program.
Oct. 9, 2019 - Oct. 11, 2019 (All Day Event)
2019 CU Recovery Collection Academy
Event details:
Oct. 9, 2019 - Oct. 11, 2019
All Day Event
Bloomington,MN

Join us October 15 to 17, 2019 for the CU Recovery Collection Academy, our ninth year of providing current and insightful continuing education for Credit Union collection departments. During the 2.5 day Academy, you will experience sessions geared specifically towards making your credit union more efficient, productive, and a better place to work. Who should attend? Collectors, collection supervisors, collection managers, VP of Lending, CEO - all benefit from the Academy.
Looking Forward:
Oct. 21, 2019 - Oct. 22, 2019 (05:00 PM - 03:00 PM)
Callahan's CFO Roundtable In San Diego Leadership Content
Event details: Leadership Content
Oct. 21, 2019 - Oct. 22, 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.
Oct. 22, 2019 - Oct. 24, 2019 (All Day Event)
3-Day University of Lending
Event details:
Oct. 22, 2019 - Oct. 24, 2019
All Day Event
Hyatt Place + Hyatt House Charleston - Historic District
560 King St.
Charleston,SC
29403

843-414-4900

Rex Johnson’s mission of ‘serving the under-served’ has given over 50,000 credit union employees the tools needed to be the ‘best of the best.’ The University of Lending will maximize your employee’s potential, generating more income, achieving dramatic improvements in loan yields, ROAs, and member service practices, while discovering a new-found motivation for lending and people helping people.
Oct. 22, 2019 (02:00 PM - 03:00 PM)
Vendor Risk Assessment Workshop
Event details:
Oct. 22, 2019
02:00 PM - 03:00 PM
Elizabethtown,KY

We will walk you through a real risk assessment exercise guided by our Chief Risk Officer. We often hear "I know what to do, I just need someone to show me how to do it." This popular workshop is a great opportunity to roll up your sleeves and, with the guidance of our subject matter expert, actually get the work done.
Oct. 22, 2019 - Oct. 23, 2019 (05:00 PM - 03:00 PM)
Callahan's HR Roundtable In San Diego Leadership Content
Event details: Leadership Content
Oct. 22, 2019 - Oct. 23, 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 across 2018.
Oct. 24, 2019 (10:30 AM - 11:00 AM)
Solidifying Smart Security Selection
Event details:
Oct. 24, 2019
10:30 AM - 11:00 AM
While sector allocation is the foundation when building an investment portfolio, specific security selection within the sector is obviously important. Strong management requires the proper comparsions among bonds and securities within a given sector. In this session, we will discuss proper methods of comparison and selection.
Nov. 5, 2019 - Nov. 8, 2019 (All Day Event)
Strategic CFO Immersion – Group 5 (Phase 1)
Event details:
Nov. 5, 2019 - Nov. 8, 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: November 5-8, 2019 | Phase 2 Onsite: February 11-14, 2020
Nov. 12, 2019 (02:00 PM - 03:00 PM)
Vendor Due Diligence And Contract Management Best Practices
Event details:
Nov. 12, 2019
02:00 PM - 03:00 PM
Elizabethtown,KY

Due diligence and contract management are important pillars of your vendor's lifecycle and overall third party risk management program. Done well, they can protect your organization, customers, data and shareholders. In your due diligence, you must be aware of the activities that should be considered, how criticality and risk of a vendor can influence how much due diligence you do, the various oversight items to consider and why it all is not just a “check the box” item.
Nov. 14, 2019 (10:30 AM - 11:00 AM)
Liquidity Forecasting: A Must For 2020 Planning
Event details:
Nov. 14, 2019
10:30 AM - 11:00 AM
No matter the movement in rate forecasts and growth expectations, liquidity remains critical for healthy institutions. In order to ensure that adequate liquidity sources are available in the event of the unexpected, institutions should employ tools and resources that provide comprehensive liquidity forecasts and ongoing stress tests in order to evaluate the overall effectiveness of the institution’s liquidity policy.
Past Events:
Sept. 10, 2019 - Sept. 12, 2019 (All Day Event)
Cornerstone Advisors Credit Union Chief Financial Officer Roundtable
Event details:
Sept. 10, 2019 - Sept. 12, 2019
ExteriorDusk--1208050
All Day Event
InterContinental Mark Hopkins
999 California Street
San Francisco,CA
94108

4804232030

An executive exchange providing a private forum for credit union CFO's to unlock the value of peer collaboration, share best practices, vet new ideas, and build productive relationships with fellow leaders.
Sept. 10, 2019 - Sept. 12, 2019 (All Day Event)
Collections Institute
Event details:
Sept. 10, 2019 - Sept. 12, 2019
collections_philly
All Day Event
Wyndham Philadelphia Historic District
400 Arch Street
Philadelphia,PA
19106

267-765-3382

In today’s lending environment, it’s imperative for credit unions to implement effective, progressive collection practices. Changing times call for a fresh approach. The resolution-based methodology taught at the Collections Institute will revolutionize your approach. Join Karin Brown-Purtell this April in San Antonio and learn effective collection practices that actually stick!
Sept. 10, 2019 - Sept. 12, 2019 (All Day Event)
Collections Institute
Event details:
Sept. 10, 2019 - Sept. 12, 2019
All Day Event
Wyndham Philadelphia Historic District
400 Arch Street
Philadelphia,PA
19106

267-765-3382

Karin Brown-Purtell is the premier collection consultant in the credit union industry and has taught her resolution methodologies to thousands of credit union collectors. It’s time to get serious about professional collections training - the investment will deliver ongoing rewards for years to come!
Sept. 10, 2019 (02:00 PM - 03:00 PM)
Assessing The Current Investment Landscape
Event details:
Sept. 10, 2019
02:00 PM - 03:00 PM
Join Jason Haley, managing director of ALM First's Investment Management Group and Sam Taft, assistant vice president, business development at Trust for Credit Unions, for an interactive discussion about the latest economic and market insights along with investment trends from second quarter 2019 performance data.
Sept. 12, 2019 (All Day Event)
LenderSelect Lender Summit
Event details:
Sept. 12, 2019
All Day Event
Richmond,VA

LenderSelect Mortgage Group is pleased to announce their annual Lender Summit on September 12, 2019 in Richmond, VA. The purpose of the Summit is to bring credit union, community bank and farm credit professionals from across the nation to collaborate on ways to expand business, discuss industry-wide updates, and share impactful topics from guest speakers who are established thought leaders in our industry.
Sept. 13, 2019 (02:30 PM - 03:30 PM)
Kick-Off Meeting: Credit Union PowerBI User Group
Event details:
Sept. 13, 2019
02:30 PM - 03:30 PM
Data analytics, business intelligence, and the ability to make actionable decisions are increasingly central to credit union success. Join us for the first meeting of the Credit Union PowerBI User Group to learn how other credit union analytics professionals have tackled problems relating to getting started with the right technology configuration, navigating tricky decisions, and mapping a plan for the future.
 
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