EXECUTIVE ROUNDTABLES
Grab A Seat At A Callahan Roundtable!
Callahan’s Roundtable events put you in the same room with other executives from all over the country to pose questions, receive feedback, and learn how other credit unions are responding to the evolving needs of members and employees.
In order to create an environment for impactful conversations, each event is segmented by department with an agenda set by you and your peers.
Our Roundtable events are exclusively for Callahan Professional clients over $200M or credit unions with a Roundtable subscription.
What’s In It For You?
Insider Knowledge
Who better to learn from than those who experience the same highs and lows of the industry? Our Roundtables provide uninterrupted time to learn from your colleagues so you can take those insights directly back to your credit union.
Exclusive Conversations
These intimate events are designed so attendees can maximize their experience, and all strategies, tips, and takeaways are exclusive to Roundtable participants.
Invaluable Networking
We know how important it is to build connections. That’s why along with the event itself, we intentionally set aside time for networking with your peers from all over the country.
In-Person
- Networking happy hour and dinner the night before the event.
- Full day interactive session.
- Capped attendance to ensure free flow of conversations.
Virtual
- 75- to 90-minute virtual roundtable session.
- On-camera networking opportunities.
- Capped attendance to ensure free flow of conversations.
Curious Who You’ll Be Seated Next To?
We recently asked a group of past roundtable attendees what it means to embrace different leadership styles, encourage culture changes, and what advice they have for the next generation of leaders. Get inspired by the leaders you could be seated next to by downloading a free copy of “Powerful Voices That Ignite Change: A Collection Of Interviews With The Industry’s Top Leaders.”
Mark Your Calendars
These topics are just starting points, the agenda is completely driven by you and your peers.
Don’t Miss Out, Register Today
Please sign in to your client portal to register for one of our upcoming Roundtables.
Looking for a topic that isn’t on our calendar?
We are all ears! Contact marketing@callahan.com to share a topic idea.
Business Intelligence: Apr 23 | Oct 24
Dates:
- 04/23: Virtual
- 10/24: In-Person: Atlanta, GA
- Data Governance.
- Predictive Analytics.
- Fintech Integration.
Call Center: May 2
Dates:
- 03/14: Virtual
- 05/02: In-Person: Denver, CO
- Workforce Management.
- IVR and Voice Biometrics.
- Engagement & Member Usage.
CEO
More dates coming soon!
CFO: Apr 25 | Oct 23
Dates:
- 4/25: Virtual
- 10/23: Altanta, GA
- Liquidity.
- Risk Management.
- Hedge Strategies.
- M&A trends.
Collections
More dates coming soon!
Digital Banking
More dates coming soon!
Finance: Apr 25
Dates:
- 4/25: Virtual
What Are Foundations Executives Talking About?
- Foundations Strategic Planning.
- Employee Engagement Through Volunteering.
- New Foundations: Tips, Tricks, Insight.
Foundations: May 8-9
Dates:
- 5/8-5/9: In-Person: Raleigh, NC
What Are Foundations Executives Talking About?
- Foundations Strategic Planning.
- Employee Engagement Through Volunteering.
- New Foundations: Tips, Tricks, Insight.
HR: Sep 19
Dates:
- 04/04: Virtual
- 09/19: In-Person: Chicago, IL
- Employee Retention.
- DEI.
- Remote work.
- Recruitment strategies.
Lending: Jul 31
Dates:
- 3/21: In-Person: Nashville, TN
- 7/31: In-Person: Minneapolis, MN
- Loan growth strategies.
- Risk tolerance strategies.
- AI Technology.
Marketing: Jul 30
7/30: In-Person: Minneapolis, MN
Member Experience
More dates coming soon!
Retail
Dates:
More dates coming soon!
Risk
More dates coming soon!
Technology: May 1
5/01: In-Person: Denver, CO
Strategy: May 22
Dates:
- 5/22: In-Person: Chicago, IL
- Strategy in a Commodity Business.
- Models for Strategic Planning.
- Managing Tradeoffs.
- Sustainable Relevance and Differentiation.
Don’t Just Take Our Word For It…
“This was one of the most effective professional development events that I have ever attended. The roundtable was supremely organized, and the entire meeting was participant centric . The setting and format optimized focus and discussion on the most relevant issues important to our industry and discipline. The sharing and collaboration were incredible – you walked away with a greater gauge of what is moving and shaping credit unions around the country. Most importantly, it established meaningful network relationships of diverse expertise that you can draw upon. ”
-Joy Wilson, Former VP Talent Management, ORNL Federal Credit Union
Let's Work Together!
We want to hear from you. Whether you’re trying to register for an event or want information on how to gain access to Roundtables, please don’t hesitate to reach out using the form below.