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May 2019 Events

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Current Events:
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 21, 2019 (02:00 PM - 03:00 PM)
Mortgage Processing: Assets, Liabilities & Income Analysis and Risk Mitigation
Event details:
May 21, 2019
02:00 PM - 03:00 PM
When it comes to reviewing a borrower’s credit and finances, it is important to pinpoint every detail, small and large, that can complete a clear picture of the loan file for an underwriter when working to satisfy conditions and obtain a clear to close. The processor's function is to work with the borrower, loan officer / third parties to obtain the conditions required to meet full approval. Early review and identification of red flags helps streamline the process and eliminate potential delays
May 22, 2019 - May 23, 2019 (09:00 AM - 02:00 PM)
Callahan's Peer-to-Peer Bootcamp (San Antonio, TX)
Event details:
May 22, 2019 - May 23, 2019
09:00 AM - 02:00 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.
May 30, 2019 (02:00 PM - 03:00 PM)
Offer Experiences Instead of Cash — A Gaming Approach To Staff Incentives Leadership Content
Event details: Leadership Content
May 30, 2019
02:00 PM - 03:00 PM
Join Callahan & Associates and Jonathan Hanson, director of product marketing at Community First Credit Union of Florida, and Chris Culpepper, sales performance manager at the credit union, for an interactive discussion about the Florida credit union’s cashless incentive program.
June 5, 2019 (02:00 PM - 03:00 PM)
How To Make An Annual Meeting Mean More Leadership Content
Event details: Leadership Content
June 5, 2019
02:00 PM - 03:00 PM
Join Callahan & Associates and Rachel Van Noord, director of community outreach for BECU, for an interactive discussion about the Washington credit union’s Member Summit. Hear how the event has changed and what advice the cooperative has for credit unions interested in incorporating financial education into their own annual events.
June 11, 2019 - June 14, 2019 (All Day Event)
Strategic CFO Immersion – Group 4 (Phase 2)
Event details:
June 11, 2019 - June 14, 2019
All Day Event
c. myers corporation
8222 South 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. Phase 1 Onsite: February 26-March 1, 2019 | Phase 2 Onsite: June 11-14, 2019
June 11, 2019 (02:00 PM - 03:00 PM)
Vendor Due Diligence Site Visits
Event details:
June 11, 2019
02:00 PM - 03:00 PM
Elizabethtown,KY

Do you have a high risk vendor that will not or cannot provide due diligence documentation? Are you wondering how to perform ongoing due diligence of this vendor? The answer may be a site visit. The vendor site visit is one of the traditional due diligence standards in vendor oversight. They assist with verifying that your vendors are doing what they say.
June 17, 2019 - June 18, 2019 (05:00 PM - 03:00 PM)
Callahan's CFO Roundtable In Washington DC Leadership Content
Event details: Leadership Content
June 17, 2019 - June 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 CFOs across 2018.
June 18, 2019 - June 19, 2019 (All Day Event)
ACUMA Deep-Dive Workshop
Event details:
June 18, 2019 - June 19, 2019
nashville_workshop_pic_and_dates
All Day Event
Westin Nashville
807 Clark Place
Nashville,TN
37203

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.
June 18, 2019 - June 19, 2019 (05:00 PM - 03:00 PM)
Callahan's Consumer Lending Roundtable Washington DC Leadership Content
Event details: Leadership Content
June 18, 2019 - June 19, 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 is top of mind in consumer lending.
Looking Forward:
June 20, 2019 - June 21, 2019 (09:00 AM - 02:00 PM)
Peer-to-Peer Bootcamp (Knoxville, TN)
Event details:
June 20, 2019 - June 21, 2019
09:00 AM - 02:00 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.
June 25, 2019 (02:00 PM - 03:00 PM)
How To Classify Who Is A Critical Vendor
Event details:
June 25, 2019
02:00 PM - 03:00 PM
Elizabethtown,KY

We will walk you through how to determine who is a critical vendor. Learn the process of how to clearly define and identify all of your critical vendors. We often hear "I know what to do, I just need someone to show me how to think about criticality." This workshop is a great opportunity to dive deep into the process.
June 26, 2019 - June 28, 2019 (All Day Event)
A/LM for Those Who Need to Sweat the Details: Methodologies, Assumptions, and Messaging
Event details:
June 26, 2019 - June 28, 2019
All Day Event
c. myers corporation
8222 S. 48th Street, Suite 275
Phoenix,AZ
85044

800.238.7475

designed to help CFOs and finance team members break down and simplify the complex web of methodologies and assumptions while providing practical ways to communicate how the numbers connect to strategy.
June 27, 2019 (10:30 AM - 11:00 AM)
When Mortgage Pipeline Hedging Is A Must
Event details:
June 27, 2019
10:30 AM - 11:00 AM
Institutions engaging in mortgage loan production and sale to investors (e.g. the agencies) understand this operation can be highly profitable, but it also can be highly cyclical. Changes in mortgage pricing can lead to significant variability in profitability, highlighting the necessity of practices such as mortgage pipeline management. When managed effectively, this pipeline presents an opportunity to enhance return and profitability through risk reduction and cost savings.
July 9, 2019 - July 12, 2019 (All Day Event)
CEO Readiness – Phase 2
Event details:
July 9, 2019 - July 12, 2019
All Day Event
c. myers corporation
8222 South 48th Street, Suite 275
Phoenix,AZ
85044

800.238.7475

Phase 2 of CEO Readiness builds on the foundations established in Phase 1. Phase 2 allows participants to use what they learned in Phase 1 by practicing thought-processes of, and responses to, true business situations. 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.
July 11, 2019 - July 12, 2019 (All Day Event)
Mortgage Lending Roadshow
Event details:
July 11, 2019 - July 12, 2019
CU_Members_Roadshow_FINAL
All Day Event
The Ritz Carlton Denver
1881 Curtis St.
Denver,CO
80202

800-607-3474

CU Members Mortgage welcomes credit union mortgage professionals to join us in a 2 day session that will inspire and challenge you to make your mortgage lending efforts smarter, faster, and better. We'll uncover operational secrets that can improve your bottom line and discover new tactics that can help you manage your pipeline better. Explore best practices and network with your peers to connect with long-lasting resources for years to come. Register now for your early bird special discount.
July 16, 2019 (02:00 PM - 03:00 PM)
Vetting Your Vendor's Cybersecurity Preparedness
Event details:
July 16, 2019
02:00 PM - 03:00 PM
Elizabethtown,KY

Cybersecurity is a regulatory hot button issue. However, by taking the necessary precautions and understanding your vendor’s cybersecurity posture, you can reduce the risk of your vendors becoming your weakest link. In this session, the presenters will cover how to review your vendor’s cybersecurity to uncover if they are prepared to prevent, detect and respond to a cybersecurity issue.
July 23, 2019 - July 24, 2019 (05:00 PM - 03:00 PM)
Callahan's CLO Roundtable In Minneapolis
Event details:
July 23, 2019 - July 24, 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.
July 24, 2019 - July 25, 2019 (05:00 PM - 03:00 PM)
Callahan's Retail Roundtable In Minneapolis Leadership Content
Event details: Leadership Content
July 24, 2019 - July 25, 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 retail executives across 2018.
July 25, 2019 (10:30 AM - 11:00 AM)
Critical: Sector Values And Valuations
Event details:
July 25, 2019
10:30 AM - 11:00 AM
The foundation of a strong investment portfolio is sector allocation - not specific securities. While there are continually specific bonds and securities which are attractive, the initial consideration should be if they fit within the defined portfolio. In this session, we will discuss the values and valuations of different sectors and how they can be appropriate for your balance sheet strategy.
July 30, 2019 (02:00 PM - 03:00 PM)
Vendor Management 101
Event details:
July 30, 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. From data breaches to unfair practices, enforcement actions have increased and the level of scrutiny has never been greater. There’s little tolerance for lapses in program performance on all facets of vendor management.
Past Events:
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 14, 2019 - May 16, 2019 (All Day Event)
Advanced Lending Institute
Event details:
May 14, 2019 - May 16, 2019
ALI_New_1
All Day Event
Holiday Inn Resort Pensacola Beach Gulf Front
14 Via de Luna Drive
Pensacola,FL
32561

850-932-5331

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 May 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 leaders to advance their skills and careers.
May 16, 2019 (02:00 PM - 03:00 PM)
1Q 2019 Trendwatch
Event details:
May 16, 2019
02:00 PM - 03:00 PM
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
 
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