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February 2018 Events

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Current Events:
March 6, 2018 (02:00 PM - 03:00 PM)
A Look Behind The Credit Union Impact Report
Event details:
March 6, 2018
02:00 PM - 03:00 PM
Join Liz Furman, senior manager of industry analytics at Callahan & Associates, for a discussion about the overall impact of the credit union movement and specific credit union activities that support the needs of members and communities.
March 13, 2018 - March 14, 2018 (All Day Event)
2018 Credit Union Analytics Summit
Event details:
March 13, 2018 - March 14, 2018
CU_Analytics_Summit
All Day Event
We strive to bring leading credit unions across the nation together and share valuable learnings that set the industry up for success. Speakers from the industry will inspire you with their personal experiences and actionable advice that you can use to be successful on your data journey. The summit consists of multiple sessions over two days that covers strategic, operational, and technical topics that will help credit unions define and execute their data vision.
March 19, 2018 - March 20, 2018 (All Day Event)
Callahan Member Experience Roundtable Leadership Content
Event details: Leadership Content
March 19, 2018 - March 20, 2018
All Day Event
The Member Experience Roundtable will start at 4:00 PM on the 20 with a lively networking session, followed by dinner. We'll reconvene on the 21 from 8:00 to 3:00 for the Roundtable. We promise the value is worth the time out of the office.
March 20, 2018 (09:00 AM - 04:00 PM)
Building The Foundation for Collection Call Success
Event details:
March 20, 2018
09:00 AM - 04:00 PM
1st United Credit Union
5901 Gibraltar Drive
Pleasanton,CA
94588

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.
March 21, 2018 - March 22, 2018 (All Day Event)
Callahan CLO Roundtable Leadership Content
Event details: Leadership Content
March 21, 2018 - March 22, 2018
All Day Event
The CLO Roundtable will start at 4:00 PM on the 20 with a lively networking session, followed by dinner. We'll reconvene on the 21 from 8:00 to 3:00 for the Roundtable. We promise the value is worth the time out of the office.
March 21, 2018 - March 22, 2018 (08:00 AM - 05:00 PM)
The Fundamentals: Using A/LM For Actionable Business Intelligence
Event details:
March 21, 2018 - March 22, 2018
08:00 AM - 05:00 PM
Phoenix,AZ

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.
March 21, 2018 (02:00 PM - 03:00 PM)
An Introduction To Loan Participations Leadership Content
Event details: Leadership Content
March 21, 2018
02:00 PM - 03:00 PM
Join Callahan & Associates and DCU for a discussion on how the $8.1 billion credit union structured its participations program and what key lessons leaders have learned in the process.
March 23, 2018 (08:00 AM - 05:00 PM)
The Next Step: Connecting A/LM With Strategy
Event details:
March 23, 2018
08:00 AM - 05:00 PM
Phoenix,AZ

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.
Looking Forward:
March 27, 2018 - March 30, 2018 (All Day Event)
Strategic CFO Immersion - Group 2 (Phase 1)
Event details:
March 27, 2018 - March 30, 2018
All Day Event
c. myers corporation
8222 S. 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. Learning is done in a group setting of 2-3 participants throughout the immersion including the onsites and phone calls.
March 27, 2018 (02:00 PM - 03:00 PM)
How Sharing Members Helps 2 Credit Unions Balance Deposits And Loans
Event details:
March 27, 2018
02:00 PM - 03:00 PM
Callahan & Associates welcomes Emmy Hill, retail deposit product manager for UFCU, and Laurie Thomas, member operations manager for Credit Human, for a discussion of how both credit unions — and their members — benefit from a member-sharing agreement.
April 9, 2018 - April 11, 2018 (09:00 AM - 05:00 PM)
2018 SymEast Conference
Event details:
April 9, 2018 - April 11, 2018
09:00 AM - 05:00 PM
BALTOMORE, MD,MD

USER GROUP CONFERENCE AND OSSNA WILL HAVE A BOOTH,
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 the 16th with a lively networking session, followed by dinner. We'll reconvene on the 17th from 8:00 to 3:00 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 the 17th with a lively networking session, followed by dinner. We'll reconvene on the 18th from 8:00 to 3:00 for the Roundtable. We promise the value is worth the time out of the office.
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
Past Events:
Feb. 21, 2018 (09:00 AM - 04:00 PM)
Building The Foundation for Collection Call Success
Event details:
Feb. 21, 2018
09:00 AM - 04:00 PM
Georgetown Kraft Credit Union
1379 N. Fraser St.
Georgetown,SC
29440

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. The price for attending this Collection Call Success training is $99.00, per person, cost includes all course materials and lunch.
Feb. 22, 2018 (02:00 PM - 03:00 PM)
How To Invigorate A Closed Field Of Membership
Event details:
Feb. 22, 2018
02:00 PM - 03:00 PM
Join Callahan & Associates for a conversation with Steven Devan, CEO of East County Schools FCU, and Paul Schnaubelt, board chair, about the credit union's all-encompassing approach to strategic planning.
 
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