Measuring Branch Success Virtual Roundtable

Virtual
Date

January 28, 2025

Time

02:00 PM - 03:30 PM EST

Location
Host

Callahan & Associates

Phone
Details

Looking to collaborate with peers in a meaningful way while still managing a busy schedule? The Callahan team invites you to join us and a select group of your peers for uninterrupted collaboration time and the chance to build a meaningful network.

As a leader, we know schedules get busy and adding travel to your calendar isn’t always feasible – that’s why we bring the networking to you. These virtual events last 60 to 90 minutes, and we ask attendees to be ready to engage and appear on camera so that all parties can get the most out of the experience.

What’s On the Agenda?

Each event is segmented by department and attendance is capped, so you’re guaranteed to walk away with relevant information and ideas. You’ll have the opportunity to pose questions, receive feedback, and engage in open dialogue with fellow executives to share how your credit union is responding to the needs of members and employees. Here are some topics already submitted:

-Branch Innovations: What innovative approaches have you implemented or observed for measuring branch success that move beyond traditional KPIs?
-Branch Performance Metrics: What metrics do you currently use to evaluate the success of your branches, and how have those evolved over the past five years?
-Balancing Data and Insights: How do you balance quantitative data (e.g., sales or transaction volumes) with qualitative insights (e.g., member satisfaction or community impact) when assessing branch performance?
-Innovative Measurement Approaches: What innovative approaches have you implemented or observed for measuring branch success that move beyond traditional KPIs?

The agenda is completely controlled by attendees to encourage beneficial discussions around top-of-mind topics. Have something you’re dying to discuss? Let us know!

Who Should Attend
Add to Calendar
CreditUnions.com
Scroll to Top