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Our Risk Roundtable in Dallas is at capacity. Use the form to be added to the waitlist, or register for the event in Seattle.

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

  • Role of Risk
  • Business Continuity Planning
  • Fraud
  • Emerging Risk
  • Risk Program Maturity
  • What Would You Do Differently?
  • ERM and Risk Assessments
  • Using ERM To Drive Strategic Decisions
  • Aligning ERM with Audit Scope and Strategy
  • ERM and the Board
  • ERM Staff Structure
  • Discussion of Platforms, Tools, and Organizations

Justify Your Trip

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

Risk Roundtable in Dallas
Risk 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 Dallas
Reserve your Ask An Analyst time in Seattle

Event Logistics

May 1-2 | Dallas
Happy Hour: W Dallas Victory Hotel (2440 Victory Park Lane, Dallas, TX)
Dinner: Stampede 66 (1717 McKinney Avenye, Dallas, TX)
Roundtable: W Dallas Victory Hotel (2440 Victory Park Lane, Dallas, TX)

We have a room block available at the W Dallas Victory Park for Roundtable participants. The group rate is $259/night and reservations can be made by calling the hotel directly at 214.397-4100. The room block is only available until 4/1/2017. If you run into issues with your reservation, please contact Victoria Taylor at vtaylor@callahan.com.

September 12-13 | 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 $285/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