We know there are a lot of events you can attend throughout the year. But our Roundtables are really like no other. If you register now to join your peers in Washington, DC, you’ll join a network of 15-20 credit union foundation leaders for a day and a half of collaboration, idea sharing, problem-solving, and networking … and you’ll leave the Roundtable with new contacts, actionable ideas, and strategies you can take back and implement at your credit union.
This Roundtable is intended for credit unions that already have a foundation or community give back program in place.
Like what you’re hearing? Use the form to the right to request your seat…or keep scrolling to learn more.
Callahan Roundtables are attendee-driven, and the “agenda” is 100% relevant to the attendees in the room, meaning each Callahan Roundtable is different. That’s why we can’t share an exact list of discussion topics, but we can share what we heard from foundation leaders across 2018.
Who Should Attend?
This Roundtable is for exclusively for credit unions who have purchased a subscription that includes access to our Roundtables and are greater than $200M in assets. There is no registration fee to join us if you meet that criteria.
This roundtable is intended for the leader of your credit union foundation, or individual in charge of starting the foundation (if one is not in place) at your credit union. But, we know each credit union is unique. Titles are different and due to varying roles and responsibilities it might make more sense for someone else to attend. If you are unsure who should attend from your credit union, contact us.
Due to the popularity of these events, we ask that you only register one person from your credit union.
If you have questions about your eligibility or our waitlist, please contact [email protected].
- How does your credit union incorporate foundation with all-staff days of service?
- How do you recruit team members to volunteer and what strategies do you use to track volunteerism for CRA reporting?
- How does your organization balance foundation vs. credit union press and awareness?
- What are your best practices for driving donations (marketing tactics, events, planned giving, major gifts, other creative solutions, etc.)?
- Is your foundation solely funded through the credit union or do you look for outside sources?
- How do you address requesting funds from large endowments?
- How does your credit union determine allocations for your funds (needs, region, relationship, mission, etc.)?
Tuesday, September 17
8:00 AM: Breakfast
Hotel Information
Our Roundtable will take place at the Kimpton Hotel Lorien, located at 1600 King Street, Alexandria, VA, 22314. We have a block of rooms available for attendees on a first come, first-served basis. To get the group rate of $249 per night, please contact the Kimpton Lorien Hotel directly at 1-800-368-2544 and mention Callahan & Associates. The room block is limited and may not be available outside of the Roundtable dates. The last day to receive the discounted rate of $249 is 08/17/2019.
Alexandra (Alex) is Vice President Of Marketing & Engagement at Callahan, where she leads a team of marketers and communication specialists. With more than seven years of credit union experience, Alex helps shape the positive interactions between Callahan and its current and prospective clients. Connect on LinkedIn.
Alix Patterson is a partner at Callahan & Associates and oversees the firm’s Client Success Unit as well as serves on Callahan’s Board of Directors. She is a lifelong credit union member and has more than 17 years of credit union industry experience. Alix has a keen ability to “see the story” within the data, and has a firm grasp on the numbers credit unions need to make important decisions. She is talented at pinpointing strategic patterns and applying her data-grounded insights at both micro and macro levels to guide credit unions’ success. Alix is an accomplished presenter across multiple channels. Whether speaking at industry conferences, moderating strategic planning sessions, facilitating Callahan roundtables, or hosting webinar events, Alix ensures her audiences take away a panoramic view of the issues and actionable insights to respond to them. Connect on LinkedIn.
Tuesday, September 17
8:00 AM: Breakfast
Hotel Information
Our Roundtable will take place at the Kimpton Hotel Lorien, located at 1600 King Street, Alexandria, VA, 22314. We have a block of rooms available for attendees on a first come, first-served basis. To get the group rate of $249 per night, please contact the Kimpton Lorien Hotel directly at 1-800-368-2544 and mention Callahan & Associates. The room block is limited and may not be available outside of the Roundtable dates. The last day to receive the discounted rate of $249 is 08/17/2019.
Need More Information?
Contact [email protected].
