Human Resources

Our HR Roundtables are currently at 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 heads or human resources here are suggested discussion topics for our 2017 HR Roundtables.

Performance Evaluation/Management

  • Opportunities to streamline/simplify?
  • Formal vs informal
  • Tying to hiring date vs common annual date

Leadership, Succession, and Education Programs

  • Executive-level coaching programs
  • Types of leadership programs offered for various positions within the credit union
  • Training topics, approaches and platforms being used
  • New employee onboarding programs

Benefits and Wellness Programs

  • What types of wellness programs are you offering, e.g. financial and physical wellness?
  • Health insurance offerings, employee contributions
  • Structure of executive compensation and benefits
  • New benefits programs being offered or considered?
  • ACA reporting

Employee Retention and Recruiting

  • How are you reaching out to and engaging Millennials?
  • Internal vs. external recruiting at both branch and executive level
  • Types of employee evaluation tools/methods used in hiring process
  • Talent management & workforce planning strategy – measuring, communicating and raising the visibility of and attention to it among CU leadership
  • Retention strategies and tactics

Justify Your Trip

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

HR in San Diego
HR Roundtable in Chicago

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 Chicago
Reserve your Ask An Analyst time in Nashville

Event Logistics

March 20-21 | San Diego
Happy Hour: Hotel Salomar (435 Sixth Avenue, San Diego, CA)
Dinner: TBD
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.

July 10-11 | Chicago

Happy Hour: Westin Chicago O’Hare (6100 North River Road, Rosemont, IL)
Dinner: Gibson’s Bar & Steakhouse (5464 North River Road, Rosemont, IL)
Roundtable: Westin Chicago O’Hare (6100 North River Road, Rosemont, IL)

We have a room block available at the Westin Chicago O’Hare for Roundtable participants. The group rate is $209/night and reservations can be made by calling the hotel directly at 847.698.6000. The room block is only available until 8/11/2017. If you run into issues with your reservation, please contact Victoria Taylor at vtaylor@callahan.com.

October 31 – November 1 | Nashville

Happy Hour: Omni Nashville (250 5th Avenue South, Nashville, TN)
Dinner: Husk (37 Rutledge St, Nashville, TN 37210)
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 $303/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.

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