lending-roundtables

Our CLO Roundtables in Philadelphia and Nashville are currently filled to capacity. Please use the form to be added to the waitlist.

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

Consumer Lending (Auto, CC, HELOC, Student)

  • Competition – how are credit unions differentiating?
  • Indirect lending – strategies, lessons
  • Gen Y strategies
  • Products, promotions, pricing

Leveraging Technology

  • Online apps & approvals; esignatures
  • “Big Data”: Using credit data to target

Mortgage Lending

  • Early days of TRID/ TILA-RESPA – impact?
  • Purchase mortgage strategies
  • Working with realtors
  • Products, promotions, pricing

Business Lending

  • Getting started
  • Merchant/POS
  • Participations

Organization

  • Reporting structure of Loan Officers
  • Decision making: Centralized v. Decentralized
  • Training & Culture: sales/service, incentives
  • In-house vs Outsource for servicing, collections, etc.

Justify Your Trip

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

Lending Roundtable in San Diego
Lending Roundtable in Philadelphia
Lending Roundtable in Nashville

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 San Diego
Reserve your Ask An Analyst time in Philadelphia
Reserve your Ask An Analyst time in Nashville

Event Logistics

March 22-23 | San Diego

Happy Hour: Hotel Salomar (435 Sixth Avenue, San Diego, CA)
Dinner: TBA
Roundtable: Hotel Salomar (435 Sixth Avenue, San Diego, CA)

We have a room block available at the Hotel Salomar for Roundtable participants. The group rate is $199/night and reservations can be made by calling the hotel directly at 619.819.9500. The room block is only available until 2/28/2017. If you run into issues with your reservation, please contact Victoria Taylor at vtaylor@callahan.com.

June 27-28 | Philadelphia

Happy Hour: Hotel Palomar Living Room Lounge (117 South 17th Street, Philadelphia, PA)
Dinner: The Dandelion (124 South 18th Street, Philadelphia, PA)
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 Victoria Taylor at vtaylor@callahan.com.

November 2-3 | Nashville

Happy Hour: Omni Nashville (250 5th Avenue South, Nashville, TN)
Dinner: Etch (303 Demonbreun Street, Nashville, TN)
Roundtable: Omni Nashville (250 5th Avenue South, Nashville, TN)

We have a room block available at the Omni Nashville for Roundtable participants. The group rate is $383/night and reservations can be made by calling the hotel directly at 615.782.5300. The room block is only available until 10/2/2017. Because of the popularity of this event there is a good chance this room block will fill up and we will not be able to add additional rooms at the preferred rate/honor the rate for consecutive nights. If you run into issues with your reservation, or would like us to recommend other hotels in the area please contact Victoria Taylor at vtaylor@callahan.com.

Affiliated Companies:
TrustCU CreditUnions.com CUFSLP