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April 2018 Events

April 2018
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Current Events:
April 24, 2018 - April 26, 2018 (08:00 AM - 04:00 PM)
LSCI's Indirect Institute
Event details:
April 24, 2018 - April 26, 2018
EDINDIRECT_emailready
08:00 AM - 04:00 PM
Holiday Inn Orlando-Disney Springs
1805 Hotel Plaza Blvd.
Orlando,FL
32830

877-915-7675

Indirect Lending can be the catalyst that fuels your growth. And not just loan growth, membership growth too! But indirect must be done the right way to create sustainable long-term growth. LSCI’s Indirect Institute gives your credit union the keys to success and profitability by showing you exactly how to do it the right way. Revvin’ Up Your Revenue; turn indirect members into lifetime members, Increase loan yield with a proven, results-focused approach, maximize revenue and minimize losses by
April 25, 2018 (10:00 AM - 02:00 PM)
LenderSelect Wisconsin Regional Lender Lab
Event details:
April 25, 2018
LinkedIn_LenderLab
10:00 AM - 02:00 PM
Fairfield Inn & Suites
7100 Stone Ridge Drive
Weston,WI
54476

This event will bring together credit union and community bank professionals from the area 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. We will be discussing how to work with real estate agents and how to increase your purchase market share. Lunch will be provided. Stay tuned for the full agenda.
April 25, 2018 (02:00 PM - 03:00 PM)
How To Build A Better Benefits Package
Event details:
April 25, 2018
02:00 PM - 03:00 PM
Learn how HR departments are combining wages, bonuses, and retirement with telecommuting, quiet rooms, and family leave to build attractive benefits packages.
April 26, 2018 (01:00 PM - 01:30 PM)
Remixing the American Dream with special guest Kristen Holt, GreenPath CEO
Event details:
April 26, 2018
01:00 PM - 01:30 PM
Save the date – April 26 1pm Eastern – to hear from GreenPath CEO Kristen Holt. Learn about what’s new at GreenPath and our Big, Hairy, Audacious Goal. Register below to save your spot. She will discuss the future of Financial Wellness and discuss the current landscape.
April 26, 2018 (02:00 PM - 03:00 PM)
How Credit Unions Can Best Compete In The Digital Marketplace
Event details:
April 26, 2018
02:00 PM - 03:00 PM
Join Callahan & Associates and CRIF Lending Solutions for a webinar identifying the latest digital trends that impact credit unions and how to build a successful plan of action.
April 26, 2018 (03:30 PM - 04:30 PM)
What’s New in Loan Participations?
Event details:
April 26, 2018
03:30 PM - 04:30 PM
Credit unions are buying and selling loan participations at record levels as they manage liquidity, concentrations and loan growth. This webinar will explore some of the innovative ways and distinctive loan products that credit unions are taking advantage of to do this.
May 1, 2018 - May 2, 2018 (All Day Event)
Peer-to-Peer Bootcamp (Columbus, OH)
Event details:
May 1, 2018 - May 2, 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.
May 2, 2018 - May 3, 2018 (01:00 PM - 04:00 PM)
Corporate One's 2018 BSA/AML/OFAC Compliance Training
Event details:
May 2, 2018 - May 3, 2018
01:00 PM - 04:00 PM
You’re invited to Corporate One’s annual BSA/AML and OFAC compliance training It’s back and better than ever! Don’t miss our annual Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) and Office of Foreign Assets Control (OFAC) training. Presented by Professional Bank Services’ Senior Consultant, Mark Dever, this two-day credit union specific training is perfect for both individual attendees and groups. This two-day, yearly compliance series is: • Credit-union specific • Cost effective • Reward
May 7, 2018 - May 11, 2018 (08:00 AM - 04:00 PM)
LSCI's 5-Day University of Lending
Event details:
May 7, 2018 - May 11, 2018
may2018_emailready
08:00 AM - 04:00 PM
Crystal Lake Holiday Inn
800 S. Route 31
Crystal Lake,IL
60014

877-915-7675

Success is most powerful when it is cultivated through effort, motivation, and passion. Those who embody a “growth mindset” are committed to the advancement of the credit union as well as every member. Join LSCI for an in depth, 5-day University of Lending course designed for credit union employees on the fundamentals of building a strong lending program that fosters results. Industry expert, Ed Swanson will show you how to create a culture of accountability within a lending program: learn which
May 8, 2018 (09:00 AM - 04:00 PM)
Building the Foundation For Collection Call Success
Event details:
May 8, 2018
09:00 AM - 04:00 PM
3Rivers Federal Credit Union
1605 Northland Blvd.
Fort Wayne,IN
46825

800-377-1798

An intense one-day training course for credit union collection staff, from supervisors to new hires. This course will immediately improve your collection efficiencies and outcomes. Learn the secrets to put "Resolved" to collection calls.
May 9, 2018 (02:00 PM - 03:00 PM)
Public Funds and Your Credit Union
Event details:
May 9, 2018
02:00 PM - 03:00 PM
Join Corporate One and PMA Funding for a live webinar to learn how your credit union can take advantage of public fund deposits. Public fund deposits are an acceptable and viable funding option for all federally insured credit unions, regardless of whether you are federally or state chartered. If this fits your credit union’s bill, please join us and PMA Funding for a live webinar to learn more about how your credit union can take advantage of public fund deposits.
May 10, 2018 (All Day Event)
Houston, TX User Meeting
Event details:
May 10, 2018
All Day Event
Houston,TX

Come enjoy a free day of training. Whether you are a beginner or a long term user, you will find something just for you at one of our Users Meetings. Our instructors will guide you step-by-step through the system and focus on software features that can make day-to-day operations run smoothly. Meet other FedComp users, share experiences, new ideas and best practices of using FedComp software and inspire each other to use it for new or different applications.
May 14, 2018 - May 15, 2018 (All Day Event)
Callahan Risk Roundtable
Event details:
May 14, 2018 - May 15, 2018
All Day Event
The Risk Roundtable will begin at 4:00 PM on the 14th with a lively networking session, followed by dinner. We'll reconvene on the 15th from 8:00 to 3:00 for the Roundtable. We promise the value is worth the time out of the office.
May 16, 2018 - May 17, 2018 (All Day Event)
Callahan Tech Roundtable
Event details:
May 16, 2018 - May 17, 2018
All Day Event
This event will start at 1:00 PM on the 16th with lunch and our Cybersecurity Roundtable. The evening, we'll host happy hour and a dinner beginning at 5:30 PM. We'll reconvene on the 17th from 8:00 to 3:00 PM for the Technology Roundtable. We promise the value is worth the time out of the office.
May 16, 2018 (08:00 AM - 01:00 PM)
Back to School Symposium & 2018 Annual Meeting
Event details:
May 16, 2018
banner_for_invite
08:00 AM - 01:00 PM
University of Denver, Joy Burns Center
2044 E Evans Ave
Denver,CO
80210

We are thrilled to be hosting Denver's premier credit union event - The Back to School Symposium - with seminars and workshops from nationally-renowned speakers. Topics include Data Analytics, Delivery Channels, Cyber Security and more.
May 16, 2018 (02:00 PM - 03:00 PM)
1Q 2018 Trendwatch — Day 1
Event details:
May 16, 2018
02:00 PM - 03:00 PM
Join Callahan & Associates for a dive into first quarter performance with insight not available anywhere else weeks before the official NCUA data release
May 17, 2018 (11:30 AM - 12:30 PM)
1Q 2018 Trendwatch — Day 2
Event details:
May 17, 2018
11:30 AM - 12:30 PM
Join Callahan & Associates for a dive into first quarter performance with insight not available anywhere else weeks before the official NCUA data release
Looking Forward:
May 22, 2018 - May 23, 2018 (08:00 AM - 04:00 PM)
LSCI's Branch Manager Workshop
Event details:
May 22, 2018 - May 23, 2018
branchworkshop_emailready
08:00 AM - 04:00 PM
Hilton Houston NASA Clear Lake
3000 NASA Parkway
Houston ,TX
77058

877-915-7675

As a branch manager or supervisor, your 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. Key topics LSCI will cover; defining the role of the Branch Manager, implementing effective incentive plans, fostering lifetime membership and long-term growth by appreciating every member opportuni
May 23, 2018 - May 24, 2018 (05:30 PM - 05:00 PM)
CU Repossession & Remarketing Summit 2018
Event details:
May 23, 2018 - May 24, 2018
05:30 PM - 05:00 PM
Renaissance Atlanta Airport Gateway Hotel

Atlanta,GA

The Credit Union Repossession and Remarketing Summit 2018 will be the premier credit union educational event of the year. Industry leaders will be speaking on the topics that are of extremely high importance to all lending institutions. This seminar will address the day-to-day challenges of maintaining compliance during the collection, repossession, and collateral remarketing process. You are guaranteed gain insight and knowledge you did not previously have, or your admission refunded.
May 23, 2018 - May 24, 2018 (05:30 PM - 05:00 PM)
CU Repossession & Remarketing Summit 2018
Event details:
May 23, 2018 - May 24, 2018
05:30 PM - 05:00 PM
Renaissance Atlanta Airport Gateway Hotel

Atlanta,GA

The Credit Union Repossession and Remarketing Summit 2018 will be the premier credit union educational event of the year. Industry leaders will be speaking on the topics that are of extremely high importance to all lending institutions. This seminar will address the day-to-day challenges of maintaining compliance during the collection, repossession, and collateral remarketing process. You are guaranteed gain insight and knowledge you did not previously have, or your admission refunded.
May 31, 2018 - June 1, 2018 (All Day Event)
DRIVE '18 CU Direct's Lending Conference
Event details:
May 31, 2018 - June 1, 2018
Screen_Shot_2017-09-15_at_2_21_32_PM
All Day Event
Gaylord Texan Resort // Grapevine, TX
1501 Gaylord Trail
Grapevine,TX
76051

817-778-1000

As the nation’s most respected credit union lending conference, DRIVE '18 empowers executives to maximize lending performance and improve member experiences with insight from industry thought leaders.
May 31, 2018 (02:00 PM - 03:00 PM)
2018 Tough Question Series — A Planning Primer To Leverage Positive Momentum
Event details:
May 31, 2018
02:00 PM - 03:00 PM
Join Jay Johnson, partner at Callahan & Associates and sought-after industry strategist, to explore how credit unions can leverage positive momentum and ask tough questions as they go into planning season this fall.
June 5, 2018 - June 6, 2018 (01:00 PM - 03:30 PM)
Behavioral Economics Workshop: the truth about decision making
Event details:
June 5, 2018 - June 6, 2018
01:00 PM - 03:30 PM
The workshop will discuss the factors that influence how we analyze choices and make decisions. You will get practical tools to adjust your credit union messaging, pricing, and customer experience to be more effective.
June 6, 2018 - June 8, 2018 (All Day Event)
2018 LenderSelect Lender Summit
Event details:
June 6, 2018 - June 8, 2018
Lender_Summit_1
All Day Event
Hilton Richmond Hotel & Spa
12042 West Broad Street
Richmond,VA
23223

LenderSelect Mortgage Group is pleased to announce their annual free Lender Summit on June 6-8, 2018 in Richmond, VA. The purpose of the Summit is to bring credit union and community bank 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. The event is free of charge to credit union / community bank professionals!
June 10, 2018 - June 13, 2018 (05:00 PM - 12:00 PM)
AXFI 2018
Event details:
June 10, 2018 - June 13, 2018
AXFI-Logo-Large
05:00 PM - 12:00 PM
Radisson Blu MOA - Minneapolis
2100 Killebrew Drive
Minneapolis,MN
55425

952-881-5258

The 5th Annual AXFI Conference addresses the growing need to make analytics, innovation and security a top priority for credit unions. This conference is designed to be of interest to all levels of credit union management, C-Level, VPs, Managers and Technical Staff. There has never been a conference like this, for those who believe that innovation + analytics is the future. Come find out why Credit Unions are in the best position to succeed in the new digital world.
June 12, 2018 - June 15, 2018 (All Day Event)
Strategic CFO Immersion - Group 1 (Phase 2)
Event details:
June 12, 2018 - June 15, 2018
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.
June 12, 2018 - June 14, 2018 (08:00 AM - 04:00 PM)
Advanced Lending Institute
Event details:
June 12, 2018 - June 14, 2018
ALI_emailready
08:00 AM - 04:00 PM
Chicago Mariott Northwest
4800 Hoffman Blvd.
Hoffman Estates,IL
60192

877-915-7675

Take the leap toward achieving your career goals by earning a Certified Lending Expert (CLE) designation at the Advanced Lending Institute. Join Lending Solutions Consulting, Inc. (LSCI) and David Tuyo this June and help contribute to your credit union’s advancement by learning from and networking with some of the top executives in the industry. Through a unique partnership, LSCI and California Southern University’s CLE program enables credit union lenders to advance their skills and careers. B
June 19, 2018 - June 21, 2018 (08:00 AM - 04:00 PM)
LSCI's 3-Day University of Lending
Event details:
June 19, 2018 - June 21, 2018
08:00 AM - 04:00 PM
Crowne Plaza AiRE
3 appletree square
Minneapolis,MN
55425

877-915-7675

If you aren't approving 80% of your loans, this school is a must for you! Jack Kelly will train your lending team to see beyond the score and create lifetime relationships with all your members. Learn how to: create sustainable loan growth, build lifetime relationships with members, develop a culture of accountability, and Increase your loan yield and ROA.
June 25, 2018 - June 26, 2018 (All Day Event)
Callahan CFO Roundtable Leadership Content
Event details: Leadership Content
June 25, 2018 - June 26, 2018
All Day Event
The CFO Roundtable will start at 4:00 PM on June 25 with a lively networking session, followed by dinner. We'll reconvene on the 26th from 8:00 to 3:00 PM for the Roundtable. We promise the value is worth the time out of the office.
June 26, 2018 - June 27, 2018 (All Day Event)
Callahan CLO Roundtable Leadership Content
Event details: Leadership Content
June 26, 2018 - June 27, 2018
All Day Event
The CLO Roundtable will start at 4:00 PM on June 26 with a lively networking session, followed by dinner. We'll reconvene on the 27th from 8:00 to 3:00 for the Roundtable. We promise the value is worth the time out of the office.
June 26, 2018 - June 27, 2018 (All Day Event)
Making Sense of CECL: An Interactive Workshop
Event details:
June 26, 2018 - June 27, 2018
All Day Event
c. myers corporation
8222 S. 48th Street, Suite 275
Phoenix,AZ
85044

800.238.7475

During this hands-on workshop (limited availability), attendees will navigate the uncharted waters of CECL together, using tools designed to explore various methodologies and implications to the credit union business model. You’ll work with your unique data and collaborate with other credit unions as you bring the various aspects of CECL into focus. You’ll participate in discussions and walk through exercises and examples to help you link implementation with strategic outcomes.
June 27, 2018 - June 28, 2018 (All Day Event)
Peer-to-Peer Bootcamp (Laurel, MD)
Event details:
June 27, 2018 - June 28, 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.
Past Events:
April 16, 2018 - April 17, 2018 (All Day Event)
Callahan HR Roundtable Leadership Content
Event details: Leadership Content
April 16, 2018 - April 17, 2018
All Day Event
The HR Roundtable will start at 4:00 PM on April 16 with a lively networking session, followed by dinner. We'll reconvene on April 17 from 8:00 AM to 3:00 PM for the Roundtable. We promise the value is worth the time out of the office.
April 17, 2018 - April 18, 2018 (All Day Event)
Callahan Call Center Roundtable Leadership Content
Event details: Leadership Content
April 17, 2018 - April 18, 2018
All Day Event
The Call Center Roundtable will start at 4:00 PM on April 17 with a lively networking session, followed by dinner. We'll reconvene on April 18 from 8:00 AM to 3:00 PM for the Roundtable. We promise the value is worth the time out of the office.
April 17, 2018 - April 19, 2018 (01:00 PM - 03:00 PM)
Third Party Risk Management Bootcamp
Event details:
April 17, 2018 - April 19, 2018
01:00 PM - 03:00 PM
Elizabethtown,KY

There is ever increasing focus by regulators and expectations by your board around vendor risk to ensure your company maintains an effective third party management program. Join us and Porter Keadle Moore (PKM) for our third party risk management bootcamp where we will show you “how” to accomplish some of the most challenging vendor management tasks.
 
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