Roundtable Events

2017 Events

CFO
Retail
3/22/17: San Diego //Waitlist
11/2/17: Nashville//Waitlist
Call Centers*
4/5/17: Atlanta //Waitlist
* $500 per attendee
Tech & Cybersecurity**
5/16-5/17: Chicago//Waitlist
** 1/2 day + full day
CEO Roundtables

Register Now


What To Expect At Every Callahan Roundtable

Callahan Roundtables give you the opportunity for #real and #offtherecord conversations with an exclusive group of credit union peers. Join your peers for an #unscripted session packed with idea sharing. Come away with insight and solutions for your toughest challenges and biggest opportunities.

Don’t wait to register. Each Roundtable is capped at 18 attendees.

Day 1

1:00 PM to 5:00 PM: Ask An Analyst Appointments*
5:30 PM: Kick Back And Relax – Happy Hour
6:30 PM: Indulge Yourself – Dinner

Day 2:

8:00 AM: Fuel Up – Breakfast
8:30 AM: Get Down To Business – Roundtable Starts
3:00 PM: Let’s Keep In Touch – Roundtable Ends


Don’t worry, we’ll take a break and feed you lunch too.

*Ask An Analyst not available at the CEO, Call Center, and Technology Roundtables

Register Now


joy


Frequently Asked Questions

How Can I Register?

To register for an individual event, click the topic below and fill out the form:

Call Center
CEO
CFO
Cybersecurity + Technology
HR
Lending
Marketing
Risk
Retail

Why Should I Attend?

We know your time is valuable and it can be hard to justify being away from the office. However, a Callahan Roundtable is unlike other industry events, especially large conferences. They are so much more.

Here is what you’ll get from joining a Callahan Roundtable:

  • 100% attendee-driven discussion with top credit union leaders
  • Opportunity to expand your professional network
  • New ideas, validation of opportunities, and a group to help with your toughest challenges
  • Candid conversation
What Is On The Agenda For Our Time Together?
We’ll start with happy hour and dinner the first night. On the day of the Roundtable we’ll run from 8:00 AM to 3:00 PM. In addition for most event we host our “Ask An Analyst” session from 1:00 to 5:00 PM.

Day 1

1:00 PM to 5:00 PM: Ask An Analyst Appointments*
5:30 PM: Kick Back And Relax – Happy Hour
6:30 PM: Indulge Yourself – Dinner

Day 2:

8:00 AM: Fuel Up – Breakfast
8:30 AM: Get Down To Business – Roundtable Starts
3:00 PM: Let’s Keep In Touch – Roundtable Ends

What Is Ask An Analyst?
Schedule a 30-minute one-on-one appointment with a Callahan analyst who can help you answer questions about any of our analytical tools: Peer-to-Peer, MortgageAnalyzer, BranchAnalyzer, or CUAnalyzer and how it relates to your role at the credit union. Ask an Analyst is completely tailored to each roundtable participant. Ideas on how to best use your time includes:

  • Compile displays tailored to your interests and measuring needs
  • Build and save custom displays for metrics that are not built in to peer-to-peer
  • Dive into some our advanced options to enhance your visualization
  • Create multiple custom peer groups for diverse analysis
  • Review merger options and resources
  • Understand Callahan & Associates scoring systems and how to make the data actionable

Click the following links to secure an Ask An Analyst appointment. Spaces are limited.

HR Roundtable in San Diego
Retail in San Diego
Lending in San Diego
Marketing in Dallas
Risk in Dallas
CFO in Philadelphia
Lending in Philadelphia
HR in Chicago
Marketing in Chicago
CFO in Seattle
Risk in Seattle
Retail in Nashville
Lending in Nashville

Ask an Analyst is not available at the CEO, Call Center, or Technology Roundtables this year.

How Many Attendees Are Present At Each Roundtable?

Roundtables are capped at 18 attendees. Sometimes there are less, but rarely will you see more. We do this on purpose. Between 15 and 18 attendees allows for a very open and honest discussion amongst those in the room – without one person or topic dominating the discussion.

How Much Does It Cost To Attend A Roundtable?

Most Roundtables are free for credit unions greater than $200M in assets that are part of Callahan’s Leadership Program.

The Call Center Roundtable (new in 2017) is $500/attendee.

If your credit union is not part of the Leadership Program (or you aren’t sure) click here to request more information.

Who Should Attend A Roundtable?

We know titles and roles vary from credit union to credit union. Callahan’s Roundtables are meant to be strategic discussion and for that reason, they are intended for the senior-most executive in the role at your credit union. If you aren’t sure, contact us and we can help.

Can More Than One Person From My Credit Union Attend An Event?

To accommodate as many clients as possible, we request that only one person per credit union registers for each Roundtable. If you have more than one person who would like to attend the same event, contact us.

What Is On The Agenda?

We’ll finalize a list of discussion topics when we get closer to each individual event, in order to keep the topics as fresh and relevant as possible. We build the agenda based on feedback from registrants. Expect to hear from us one month before the event regarding the agenda.

Can Credit Union Suppliers Attend A Roundtable?

These are credit union-only events.

Can I Join Virtually?

Roundtables are offered only as in-person events to maintain the integrity of the conversation.

Affiliated Companies:
TrustCU CreditUnions.com CUFSLP