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July 2019 Events

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Current Events:
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 (02:00 PM - 03:00 PM)
A Value-Add Approach to Vendor Management Leadership Content
Event details: Leadership Content
July 24, 2019
02:00 PM - 03:00 PM
Join Callahan & Associates and Mike Kenzie, chief information officer for Patriot Federal Credit Union, for an interactive discussion about how the credit union's Vendor Management Committee helps business units evaluate, on-board and off-board critical vendors more effectively.
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.
Aug. 5, 2019 - Aug. 6, 2019 (09:00 AM - 02:00 PM)
Callahan's Peer-to-Peer Bootcamp (Milwaukee, WI)
Event details:
Aug. 5, 2019 - Aug. 6, 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.
Aug. 6, 2019 - Aug. 9, 2019 (All Day Event)
C-Suite Immersion – Phase 2
Event details:
Aug. 6, 2019 - Aug. 9, 2019
All Day Event
c. myers corporation
8222 South 48th Street, Suite 275
Phoenix,AZ
85044

800.238.7475

Phase 2 of C-Suite Immersion 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: April 23-26, 2019 | Phase 2 Onsite: August 6-9, 2019.
Aug. 8, 2019 - Aug. 9, 2019 (All Day Event)
Mortgage Lending Roadshow
Event details:
Aug. 8, 2019 - Aug. 9, 2019
CU_Members_Roadshow_FINAL
All Day Event
Loew's Philadelphia
1200 Market Street
Philadelphia,PA
19107

800-607-3474

CU Members Mortgage welcomes credit union mortgage professionals to join us in a lending workshop to uncover new ways to grow your pipeline, improve your workflow, and uncover best practices to help you lend faster, smarter and better.
Aug. 8, 2019 (02:00 PM - 03:00 PM)
2019 Credit Card Management Series: Calculating Program Profitability (And Using It!) Leadership Content
Event details: Leadership Content
Aug. 8, 2019
02:00 PM - 03:00 PM
The 2019 Credit Card Management School, a partnership between Callahan & Associates and TRK Advisors, helps credit unions optimize their card portfolios and better understand the latest trends in program design and management. This second session of the popular three-part series focuses on program profitability.
Aug. 15, 2019 (02:00 PM - 03:00 PM)
2Q19 Trendwatch
Event details:
Aug. 15, 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.
Aug. 20, 2019 (02:00 PM - 03:00 PM)
Defining Proper Vendor Due Diligence Requirements
Event details:
Aug. 20, 2019
02:00 PM - 03:00 PM
Elizabethtown,KY

We will walk you through what you should be doing for due diligence on your third parties. Due diligence is a fundamental pillar to every vendor management program to effectively manage risk and meet regulatory expectations. Done well, it's an exercise that can protect your company, customers, data and shareholders.
Looking Forward:
Aug. 22, 2019 (All Day Event)
MAP's Annual User's Conference
Event details:
Aug. 22, 2019
uConference19
All Day Event
Cedarbrook Lodge
18525 36TH AVENUE SOUTH
Seattle,WA
98188

MAP hosts this small conference each year for credit unions where we bring together industry experts to meet in a relaxed setting for learning and exploring what is happening in the payments industry and how it will impact our members.
Sept. 1, 2019 (10:30 AM - 11:00 AM)
Budgeting: Risks In Next Year's Balance Sheet
Event details:
Sept. 1, 2019
10:30 AM - 11:00 AM
As the budget season approaches, stress pushes down on the institution to correctly forecast the coming year. In addition to the size and allocation of the balance sheet and its returns, management should also consider the impacts of growth on different risk metrics.
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. 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.
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.
Past Events:
July 17, 2019 (03:00 PM - 04:00 PM)
Tableau User Group: How to Party With Your Data - CORE-ectly
Event details:
July 17, 2019
How_to_Party_With_Your_Data
03:00 PM - 04:00 PM
Join us for a great line-up on a topic of perennial interest: core banking conversions. PARTY ON Advice and best practices in the run-up to your core conversion. Kelly Gage | Red Canoe Credit Union THE MORNING AFTER Just when you think the party is over, the REAL party begins. Observations, lessons-learned and sage advice from the first year after core conversion. Carrie Jenkins | Centra Credit Union ITS BETTER WITH FRIENDS How third-party vendors can super-charge your conversion process
 
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