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We create a custom agenda based on the attendees in the room. Based on recent conversations with CFOs here are suggested discussion topics for our 2017 CFO Roundtables.

Interest Rates

  • What are your expectations for interest rates?
  • What strategies are you using to manage net interest margin? Mitigate interest rate risk?

Balance Sheet Management

  • What strategies and tools are you using to optimize your balance sheet?
  • What steps are you taking to manage the balance sheet mix, e.g. concentrations, asset classes?

Liquidity Management

  • What is the focus of your deposit growth strategies?
  • What external sources of liquidity are you utilizing, e.g. LOCs, FHLB, Corporates?

Revenue Diversification & Efficiencies

  • What revenue diversification/new product initiatives are you considering and/or implementing?
  • What sources of non-interest income are you developing?
  • What initiatives are you taking to enhance productivity, manage expenses and/or improve processes?
  • Profitability models – how are you determining at the member-level? Product-level? Branch-level?

Big Data/Analytics

  • What resources are you putting towards data management and analysis?

Justify Your Trip

Download and edit this letter to help justify your travel to a Roundtable in 2017.

CFO Roundtable in Philadelphia
CFO Roundtable in Seattle

Register Now

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 scheduled for the day before the Roundtable and will take place from 1:00 to 5:00 PM at the hotel.

Reserve your “Ask An Analyst” time in Philadelphia
Reserve your “Ask An Analyst” time in Seattle

Event Logistics

June 26-27 | Philadelphia

Happy Hour: Hotel Palomar Living Room Lounge (117 South 17th Street, Philadelphia, PA)
Dinner: The Dandelion
Roundtable: Hotel Palomar Living Room Lounge (117 South 17th Street, Philadelphia, PA)

We have a room block available at the Hotel Palomar for Roundtable participants. The group rate is $239/night and reservations can be made by calling the hotel directly at 215.563.5006. The room block is only available until 6/5/2017. If you run into issues with your reservation, please contact Mary Carter at mcarter@callahan.com.

September 11-12 | Seattle

Happy Hour: Hotel 1000 (1000 1st Avenue, Seattle, WA)
Dinner: Purple Café and Wine Bar (1225 4th Avenue, Seattle, WA)
Roundtable: Hotel 1000 (1000 1st Avenue, Seattle, WA)

We have a room block available at the Hotel 1000 for Roundtable participants. The group rate is $265/night and reservations can be made by calling the hotel directly at 206.957.1000. The room block is only available until 8/11/2017. If you run into any issues with your reservation, please contact Victoria Taylor at vtaylor@callahan.com.

Affiliated Companies:
TrustCU CreditUnions.com CUFSLP