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July 2018 Events

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Current Events:
July 26, 2018 (01:00 PM - 02:00 PM)
Encourage Savings And Retain Deposits
Event details:
July 26, 2018
01:00 PM - 02:00 PM
Join Callahan & Associates for a discussion with Ron Senci, executive vice president of lending and sales at Elements Financial, and Matt Snively, senior vice president of wealth management, about how deposit and wealth management strategies can work hand-in-hand to serve members as well as fund loans and provide a reliable income stream for the credit union.
July 30, 2018 - July 31, 2018 (All Day Event)
Callahan Retail Roundtable
Event details:
July 30, 2018 - July 31, 2018
All Day Event
The Retail Roundtable will start at 4:00 PM on the 30th with a lively networking session, followed by dinner. We'll reconvene on the 31st from 8:00 AM to 3:00 PM. We promise the value is worth the time out of the office.
July 31, 2018 - Aug. 1, 2018 (All Day Event)
Callahan HR Roundtable
Event details:
July 31, 2018 - Aug. 1, 2018
All Day Event
The HR Roundtable will start at 4:00 PM on the 31st with a lively networking session, followed by dinner. We'll reconvene on the 1st from 8:00 to 3:00 for the Roundtable. We promise the value is worth the time out of the office.
July 31, 2018 (03:00 PM - 04:00 PM)
Defining Your Third Party Due Diligence Requirements
Event details:
July 31, 2018
03:00 PM - 04:00 PM
Elizabethtown,KY

Presented by Branan Cooper, Chief Risk Officer, Venminder Due diligence is a requirement by all the regulatory agencies. It should be risk-based and tailored to match the product or service provided by your third party. It serves as a verification and analysis tool, providing assurance that the third party meets your institution’s needs. Done well, it can protect your company, reputation, customers/members and data.
Aug. 9, 2018 (All Day Event)
West Virginia User Meeting
Event details:
Aug. 9, 2018
All Day Event
Charleston,WV

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.
Aug. 14, 2018 (02:00 PM - 03:00 PM)
2018 Tough Questions Series — Tough Question Trends
Event details:
Aug. 14, 2018
02:00 PM - 03:00 PM
Join Jon Jeffreys, managing partner of Callahan & Associates to explore the tough questions credit unions are beginning to ask themselves and what steps you can take to ensure relevancy.
Aug. 16, 2018 (All Day Event)
Mississippi User Meeting
Event details:
Aug. 16, 2018
All Day Event
Jackson,MS

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.
Looking Forward:
Aug. 30, 2018 (02:00 PM - 03:00 PM)
2018 Tough Questions Series — A Question Of Culture
Event details:
Aug. 30, 2018
02:00 PM - 03:00 PM
Join Katy Slater, senior vice president for Callahan & Associates, for an exploration of the questions credit unions need to ask about their culture as well as ideas to build a culture that empowers employees and ensures mission flourishes from the bottom-up.
Sept. 10, 2018 - Sept. 11, 2018 (All Day Event)
Callahan CLO Roundtable
Event details:
Sept. 10, 2018 - Sept. 11, 2018
All Day Event
The CLO Roundtable will start at 4:00 PM on September 10th with a lively networking session, followed by dinner. We'll reconvene on the 11th from 8:00 to 3:00 for the Roundtable. We promise the value is worth the time out of the office.
Sept. 11, 2018 - Sept. 12, 2018 (All Day Event)
Callahan Marketing Roundtable
Event details:
Sept. 11, 2018 - Sept. 12, 2018
All Day Event
The Marketing Roundtable will start at 4:00 PM on the 11th with a lively networking session, followed by dinner. We'll reconvene from 8:00 to 3:00 on the 12th for the Roundtable. We promise the value is worth the time out of the office.
Sept. 12, 2018 - Sept. 13, 2018 (All Day Event)
Callahan CFO Roundtable
Event details:
Sept. 12, 2018 - Sept. 13, 2018
All Day Event
The CFO Roundtable will start at 4:00 PM on September 12 with a lively networking session, followed by dinner. We'll reconvene on the 13th from 8:00 to 3:00 PM for the Roundtable. We promise the value is worth the time out of the office.
Sept. 13, 2018 (02:00 PM - 03:00 PM)
2018 Credit Card Management Series — Building An Annual Card Action Plan (It's More Than A Budget) Leadership Content
Event details: Leadership Content
Sept. 13, 2018
02:00 PM - 03:00 PM
A properly managed annual budgeting process enables supervisors to manage the business on a tactical level and beyond.
Sept. 16, 2018 - Sept. 19, 2018 (05:30 PM - 11:30 AM)
ALM First Financial Forum
Event details:
Sept. 16, 2018 - Sept. 19, 2018
05:30 PM - 11:30 AM
San Diego,CA

The ALM First Financial Forum is designed for board members and executives of financial institutions to discover insights, formulate strategies, and gain new perspectives about the coming year. With two separate tracks and a variety of speakers including, industry experts and regulators, and numerous networking opportunities, the 2018 ALM First Financial Forum is the must-attend event for everyone involved in managing or monitoring the balance sheet.
Sept. 17, 2018 - Sept. 21, 2018 (08:00 AM - 04:00 PM)
LSCI's 5-Day University Of Lending
Event details:
Sept. 17, 2018 - Sept. 21, 2018
08:00 AM - 04:00 PM
Crystal Lake Holiday Inn
800 S. Route 31
Crystal Lake,IL
60014

877-915-7675

From loan officers to tellers, Rex Johnson’s U of L is tailored to any employee that works closely with members. Rex’s philosophy of “serving the underserved” will give employees the best job satisfaction possible - A renewed enthusiasm for sales, decision-making, and new strategies that will help your credit union become and stay profitable! Learn; the importance of loan yield, score interpretation and direction (including score codes), decision-making for the most challenging loan application
Sept. 19, 2018 - Sept. 22, 2018 (All Day Event)
National Council of Firefighters Credit Union 2018 Annual Conference
Event details:
Sept. 19, 2018 - Sept. 22, 2018
All Day Event
Seattle,WA

NCOFCU Annual Educational Conference
Sept. 19, 2018 (02:00 PM - 03:00 PM)
2018 Tough Question Series — Put Your Member Experience Under The Microscope
Event details:
Sept. 19, 2018
02:00 PM - 03:00 PM
Join Alix Patterson, partner at Callahan & Associates, for a discussion about how credit unions are bringing members into the conversation and taking action to ensure their cooperatives remain all about their members.
Sept. 20, 2018 - Sept. 21, 2018 (All Day Event)
RSM National Credit Union Conference
Event details:
Sept. 20, 2018 - Sept. 21, 2018
db36fb53d23442caa485b57688de2c4e
All Day Event
JW Marriott Camelback Resort & Spa
5402 E. Lincoln Drive
Scottsdale,AZ
85253-4118

480-948-1700

Join us on September 20-21 for RSM’s 42nd Annual National Credit Union Conference, held this year at the spectacular JW Marriott Camelback Resort & Spa in Scottsdale, Arizona.
Past Events:
July 17, 2018 - July 18, 2018 (All Day Event)
Peer-to-Peer Bootcamp (Detroit, MI)
Event details:
July 17, 2018 - July 18, 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.
July 17, 2018 - July 20, 2018 (All Day Event)
Strategic CFO Immersion - Group 2 (Phase 2)
Event details:
July 17, 2018 - July 20, 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. Learning is done in a group setting of 2-3 participants throughout the immersion including the onsites and phone calls.
July 19, 2018 (01:00 PM - 02:00 PM)
Quarterly accounting update webcast -- Summer 2018
Event details:
July 19, 2018
01:00 PM - 02:00 PM
Each quarter, RSM's accounting thought leaders update middle market businesses on recently issued and proposed accounting guidance. They will also discuss the implications and effects of that guidance on companies like yours.
 
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