CreditUnions.com

Remember Me
Register | Forgot Password?

CONNECT

Industry Calendar

View - Summary | Month | Week

March 2019 Events

March 2019
S M T W T F S
01 02
03 04 05 06 07 08 09
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
31
April 2019
S M T W T F S
01 02 03 04 05 06
07 08 09 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30
May 2019
S M T W T F S
01 02 03 04
05 06 07 08 09 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31
Current Events:
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 (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 (02:00 PM - 03:00 PM)
Turn Data Into Decisions with Alogent's ECM Suite of Products
Event details:
March 28, 2019
02:00 PM - 03:00 PM
The goal of any financial institution is to fully-leverage business information through a single repository regardless of how it's captured. Alogent's Enterprise Information Management (EIM) suite of solutions will not only help you attain this goal, but also provide a better way to communicate with users and turn paper into actionable business intelligence.
March 28, 2019 (02:00 PM - 03:00 PM)
Using Data To Visualize A Better Tomorrow Exclusive Content
Event details: Exclusive Content
March 28, 2019
02:00 PM - 03:00 PM
Join Callahan & Associates and Cassandra Stoddard, assistant vice president for enterprise analytics at Workers Credit Union, for an interactive discussion of how credit unions can use data to visualize a better tomorrow. Learn more about how the data culture at Workers is evolving and how any credit union can embrace visualization tools to take member service to the next level.
April 2, 2019 - April 4, 2019 (All Day Event)
LSCI's Collections Institute
Event details:
April 2, 2019 - April 4, 2019
All Day Event
Hotel Valencia Riverwalk
150 East Houston Street
San Antonio,TX
78208

210-227-9700

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. By building and maintaining lifetime relationships with members, you’ll ensure that even when members can’t pay everyone, they will pay the credit union.
April 2, 2019 (02:00 PM - 03:00 PM)
Attracting Gen Z To Your Credit Union
Event details:
April 2, 2019
02:00 PM - 03:00 PM
61 million Gen Z ‘digital natives’ will enter the workforce this year. Their needs will include everything from new checking accounts to auto loans. Join guest speaker Jeff Fromm, author of best selling book - Marketing to Generation Z and a regular contributor to Forbes, for a discussion on the needs of the next generation. He'll share actionable steps any credit union can take to address the needs of this next generation.
April 4, 2019 - April 5, 2019 (All Day Event)
Mortgage Lending Roadshow
Event details:
April 4, 2019 - April 5, 2019
CU_Members_Roadshow_FINAL
All Day Event
The Peabody Memphis
149 Union Ave.
Memphis,TN
38103

800-607-3474

CU Members Mortgage welcomes Credit Union mortgage lending professionals who are looking for ways to lend faster, smarter and better. Learn tips, tricks and trends in mortgage lending and become renewed to grow your pipeline for a successful 2019.
April 4, 2019 (02:00 PM - 03:00 PM)
Help Members Live Life Fully Exclusive Content
Event details: Exclusive Content
April 4, 2019
02:00 PM - 03:00 PM
Join Callahan & Associates and Kris VanBeek, CEO of USAlliance Financial FCU, for a live discussion about the New York’s cooperative’s “Live Life Fully” motto. Learn how the credit union has incorporated the brand concept into everything from marketing campaigns to internal practices and hear how members have reacted to it.
April 9, 2019 - April 10, 2019 (All Day Event)
LSCI's Branch Manager Workshop
Event details:
April 9, 2019 - April 10, 2019
All Day Event
Chicago Marriott Northwest
4800 Hoffman Boulevard
Hoffman Estates,IL
60192

847-645-9500

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.
April 9, 2019 - April 10, 2019 (09:00 AM - 04:00 PM)
Callahan's Peer-to-Peer Bootcamp (San Jose, CA)
Event details:
April 9, 2019 - April 10, 2019
09:00 AM - 04:00 PM
Callahan's 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.
April 10, 2019 (02:00 PM - 03:00 PM)
ITM Deployment Strategies That Work Exclusive Content
Event details: Exclusive Content
April 10, 2019
02:00 PM - 03:00 PM
Join Callahan & Associates and Matthew Gaspari, executive vice president and chief operating officer at Tucson FCU, for an interactive discussion about the credit union’s carefully planned ITM rollout, how it determined where to place the machines, and key considerations for the member experience.
April 11, 2019 - April 12, 2019 (09:00 AM - 04:00 PM)
Peer-to-Peer Bootcamp (Santa Ana, CA)
Event details:
April 11, 2019 - April 12, 2019
09:00 AM - 04:00 PM
Callahan's 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.
April 15, 2019 - April 16, 2019 (05:00 PM - 03:00 PM)
Callahan's Technology Roundtable In Charlotte Leadership Content
Event details: Leadership Content
April 15, 2019 - April 16, 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 tech executives across 2018.
April 16, 2019 - April 18, 2019 (All Day Event)
Cornerstone Advisors Credit Union Chief Executive Officer Roundtable
Event details:
April 16, 2019 - April 18, 2019
Monarch_Beach_Resort
All Day Event
Monarch Beach Resort
1 Monarch Beach
Dana Point,CA
92629

4804232030

A forum for Credit Union CEO's to discuss relevant industry topics and networking.
April 16, 2019 - April 17, 2019 (All Day Event)
2019 Engage Financial Services Summit
Event details:
April 16, 2019 - April 17, 2019
Summit_logo
All Day Event
GreenPath Financial Wellness headquarters
36500 Corporate Dr
Farmington Hills,MI
48331

The summit is designed for leaders and key staff of credit unions, banks, and other financial services companies who want to learn how to deepen engagement with members, customers, and employees. If you are new to the financial services industry or would like to add new skills to your toolbox, this year’s summit is an opportunity to connect, learn, share and engage! Session topics will include Human Centered Design, behavioral science, empathetic and non-violent communication.
April 16, 2019 (02:00 PM - 03:00 PM)
Banking And Regulatory Expectations in Today's Third Party Risk Management World
Event details:
April 16, 2019
02:00 PM - 03:00 PM
If something goes wrong with one of your third party relationships, how would it impact your organization? Today, having a program in place to manage and mitigate the risk associated with doing business with a third party is not only a sound business practice, it’s a regulatory expectation. In this complimentary webinar, we will be joined by 3 of the industry’s leading experts on third party risks to discuss:
April 16, 2019 - April 17, 2019 (05:00 PM - 03:00 PM)
Callahan's Cybersecurity Roundtable In Charlotte Leadership Content
Event details: Leadership Content
April 16, 2019 - April 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 cybersecurity executives across 2018.<
April 18, 2019 (02:00 PM - 03:00 PM)
2019 Credit Card Management Series: Card Market Overview (Free Intro Session)
Event details:
April 18, 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.
Looking Forward:
April 25, 2019 (10:30 AM - 11:00 AM)
The Critical Analysis Of Investment Reports
Event details:
April 25, 2019
10:30 AM - 11:00 AM
The quantity of data and corresponding reports you receive is overwhelming, yet it is required that management properly utilize these data when leading the institution. It is important that you can understand and explain the investment reports you receive, as well as knowing what reports you should be reviewing each month.
April 28, 2019 - April 30, 2019 (All Day Event)
Cornerstone Advisors Chief Information Officer Roundtable
Event details:
April 28, 2019 - April 30, 2019
loews-chicago-hotel_deck
All Day Event
Loew's Chicago Downtown
455 North Park Drive
Chicago,IL
60611

4804232030

An executive exchange providing a private forum for credit union CIOs to unlock the value of peer collaboration, share best practices, vet new ideas, and build productive relationships with fellow leaders.
May 6, 2019 - May 10, 2019 (All Day Event)
LSCI's 5-Day University of Lending
Event details:
May 6, 2019 - May 10, 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
May 6, 2019 - May 7, 2019 (05:00 PM - 03:00 PM)
Callahan's Contact Center Roundtable In Chicago Leadership Content
Event details: Leadership Content
May 6, 2019 - May 7, 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 contact center executives across 2018.
May 7, 2019 (02:00 PM - 03:00 PM)
Creating Or Maturing Your Vendor Risk Management Program
Event details:
May 7, 2019
02:00 PM - 03:00 PM
Elizabethtown,KY

In recent years, few areas of regulatory compliance have gotten as much attention as vendor management. The stakes are high, so there’s never been a better time to get a grasp on this important topic. There’s little tolerance for lapses in program performance on all facets of vendor management. This session will cover a tried-and-true approach to creating a third party risk program.
May 7, 2019 - May 8, 2019 (05:00 PM - 03:00 PM)
Callahan's Digital Marketing Roundtable Leadership Content
Event details: Leadership Content
May 7, 2019 - May 8, 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 are hearing from digital marketers.
May 12, 2019 - May 14, 2019 (All Day Event)
Cornerstone Advisors Retail Delivery & Operations Roundtable
Event details:
May 12, 2019 - May 14, 2019
Chicago_River
All Day Event
Loew's Chicago Downtown
455 North Park Drive
Chicago,IL
60611

4804232030

An executive exchange providing a private forum for credit union Heads of Retail and COO's to unlock the value of peer collaboration, share best practices, vet new ideas, and build productive relationships with fellow leaders.
May 14, 2019 - May 15, 2019 (All Day Event)
ACUMA Deep-Dive Workshop
Event details:
May 14, 2019 - May 15, 2019
san_diego_workshop_pic_and_dates
All Day Event
Marriott San Diego Gaslamp Quarter
660 K Street
San Diego,CA
92101

608-490-1730

The workshops feature expert speakers and examines the latest developments in mortgage lending. It offers attendees the opportunity to take a “deep dive” into important topics impacting their operations.
May 19, 2019 - May 21, 2019 (All Day Event)
Cornerstone Advisors Project Management Officer Roundtable
Event details:
May 19, 2019 - May 21, 2019
Chicago_River
All Day Event
Loew's Chicago Downtown
455 North Park Drive
Chicago,IL
60611

4804232030

An executive exchange providing a private forum for financial institution PMO's to unlock the value of peer collaboration, share best practices, vet new ideas, and build productive relationships with fellow leaders.
May 21, 2019 - May 23, 2019 (All Day Event)
Cornerstone Advisors Credit Union Mortgage Roundtable
Event details:
May 21, 2019 - May 23, 2019
loews-chicago-hotel_deck
All Day Event
Loew's Chicago Downtown
455 North Park Drive
Chicago,IL
60611

4804232030

An exchange providing a private forum for credit union mortgage executives to unlock the value of peer collaboration, share best practices, vet new ideas, and build productive relationships with fellow leaders.
May 21, 2019 (02:00 PM - 03:00 PM)
Vendor Risk Assessment Workshop
Event details:
May 21, 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.
May 22, 2019 - May 23, 2019 (09:00 AM - 04:00 PM)
Callahan's Peer-to-Peer Bootcamp (San Antonio, TX)
Event details:
May 22, 2019 - May 23, 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.
May 23, 2019 (10:30 AM - 11:00 AM)
Portfolio Structuring For A Successful Institution
Event details:
May 23, 2019
10:30 AM - 11:00 AM
A thoughtful and disciplined investment process should lead to more consistent and predictable earnings from the fixed-income portfolio. In this session we use real life examples to show how the portfolio management process works and review performance results.
May 28, 2019 - May 29, 2019 (05:00 PM - 03:00 PM)
2019 Risk Roundtable In Charlotte Leadership Content
Event details: Leadership Content
May 28, 2019 - May 29, 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 risk executives across 2018.
Past Events:
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 (02:00 PM - 03:00 PM)
Give Members Financial Freedom Exclusive Content
Event details: Exclusive Content
March 19, 2019
02:00 PM - 03:00 PM
Join Callahan & Associates and Tracy Szarzi-Fors, vice president of marketing and business development at Wright-Patt Credit Union, for an interactive discussion about how the Ohio cooperative is helping members create actionable plans to achieve financial flexibility and freedom.
March 19, 2019 (02:00 PM - 03:00 PM)
Vendor Complaints: A Cause for Enforcement Actions Webinar
Event details:
March 19, 2019
02:00 PM - 03:00 PM
Elizabethtown,KY

Customers will complain; you must have a good response management system. While you may have outsourced a process, when it comes to handling something as sensitive as consumer complaint data, the buck stops with you. Regulators reference the importance of effectively managing and understanding complaints at the vendor level and have specific guidance regarding the need to review policies and procedures of such partnerships.
 
Platinum Suppliers   |   Get Listed
Copyright © 2019 Callahan & Associates, Inc. All rights reserved.