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Both of our Retail Roundtables are filled to capacity. Fill out the form below to be added to the waitlist.

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

Branch Design & Technology

  • Branch Model/Design Evolution – Where is Your CU and Where Do You See it Going?
    • ATMs/Kiosks/Personal Teller Machines/Video Tellers
    • Pods v. Teller Lines
  • Managing Branch Model Transitions with Members
  • Branch Traffic Trends/Member Channel Usage
  • Omni-channel – Coordination of virtual & physical channels

Personnel Strategies

  • Staffing: Universal v. Specialization
  • Decision making: Centralized v. Decentralized
  • Managing Branch Model Transitions with Employees
  • Recruiting & Retention

Measuring & Rewarding Success

  • Philosophy: What Do You Measure?
    • Productivity (transactions) v. Profitability (revenue)
    • Wallet Share v. New Growth
    • NPS, Loyalty Metrics
  • Compensation: Commissions/Incentives

Business Development

  • Reporting Structure
  • Member Onboarding, Account Activation
  • Cross Selling & Referrals
  • Outreach Activities

Justify Your Trip

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

Retail Roundtable in San Diego
Retail 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 Nashville

Event Logistics

March 21-22 | 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.

November 1-2 | 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 $283 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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