We started our Roundtable program in 2011 with two events for credit union CFOs. In the past seven years, we have grown to 17+ events covering 10 different verticals. Callahan Roundtables are still the best attendee-driven events within the industry!

With the continued growth and success of Callahan’s Roundtable Program, we have two goals in mind for each event:

  1. To ensure that all credit unions with access to Roundtable events have a fair and equal opportunity to attend the Roundtables.
  2. To ensure that attendees continue to have a good overall experience and the Roundtables continue to be a valuable use of time away from the office.

To support these two goals, Callahan & Associates has implemented a new Roundtable attendance policy for 2018.

Registration

Each credit union with access to Roundtables will be able to register for up to four events up front during each calendar year.  After four events are secured, there are a few options to attend:

  1. You can be added to the waitlist for another Roundtable you’re interested in. We will open the waitlist, on a first come first serve basis, three months before the Roundtable.
  2. You can pay a registration fee of $500 to “jump the line” and guarantee a seat.

Cancellation

We realize things come up – meetings, personal commitments, etc. that may prohibit you from attending the event you are registered for. In 2017, we saw an uptick of people registering early to reserve their seat and then canceling just weeks before. This is problematic since the seat may not be available for someone who is also interested and we may be unable to fill it, meaning the event might be less valuable to the attendees in the room.

There is no fee to cancel your Roundtable registration. However, if you cancel your attendance less than two months before the start of the event it will count towards your credit union’s four “free” allotted events. If you cancel more than two months prior to the event, we’ll put it back in your pool as this gives us enough time to fill your seat with others.

Contact

We realize this is new and different. Please know that this policy is in place to ensure that all of our clients can register and attend these events throughout the year. Like you, they find immense value in these events.

 If you have questions or concerns please contact your Account Manager directly, or Victoria Taylor at [email protected] or 202.223.3920 x548.