CFO In-Person Roundtable

Date

February 11, 2025 - February 12, 2025

Time

05:30 PM - 03:00 PM PST

Location

San Diego

CA

Host

Callahan & Associates

Phone
Details

Come for the networking, leave feeling validated and inspired.
In an industry landscape that is constantly evolving, the mission stays the same: empower members and strengthen communities.

With this shared mission, there is nothing more inspiring than collaborating with like-minded leaders. Our Callahan in-person roundtable events bring together executives from all over the country to discuss what’s top of mind, what’s to come, and how to keep members at the center of all strategic decisions.

There is no substitute for the energy and exchange of ideas that happens when we’re together in person, so Callahan is hitting the road to bring collaboration to you.

What’s On The Agenda?
The event is attendee-driven so the agenda is 100% relevant to executives in the room. That’s why we can’t share an exact list of discussion topics just yet, but we can give you a glimpse at what we’ve heard is top of mind from CFOs.

-Technology and Innovation: How are you integrating financial technology and adapting to digital transformation to enhance services and operations?
-Regulatory Compliance: How do you stay compliant with evolving regulations and assess their impact on your financial strategies?
-Financial Reporting and Performance: What key performance indicators do you track to ensure financial stability and improve reporting accuracy?
-Member Lending and Credit Risk: How are you managing loan portfolios and mitigating credit risks amid changing economic conditions and interest rates?

Who Should Attend

senior-most finance executive

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