We know there are many industry conferences and networking opportunities to choose from. As you make plans for the coming year, attend the Retail Roundtable on June 15-16, 2022 for insights you won’t find anywhere else. Callahan Roundtables have been regarded as some of the best events in the credit union industry, year after year.
These Roundtables are designated solely for credit union leaders. The event is attendee-driven so the agenda is 100% relevant to executives in the room. That’s why we can’t share an exact list of discussion topics just yet, but we can give you a glimpse at what we've heard is top of mind from Retail executives.
Who Should Attend?
This Roundtable is 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 senior-most Retail executive at your credit union. However, 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. We are happy to add others to the waitlist and we will let you know a few months before the event if a seat is available.
If you have questions about your eligibility or our waitlist, please contact [email protected].
- Employee Retention
- Branch structure
- Continued impact of COVID-19 on branches
- Retail trends
Wednesday, June 15
8:00 AM: Breakfast
Hotel Information
Our Roundtable will take place at the 21c Museum Hotel Nashville located at 221 2nd Avenue North, Nashville, Tennessee 37201. We have a block of rooms available for attendees on a first come, first-serve basis. To get the group rate of $289 per night, please click on this Callahan and Associates Booking Link. The last day to reserve your room is Monday, May 23, 2022. The room block is limited and may not be available outside of the Roundtable dates.
Alexandra (Alex) is Vice President Of Marketing & Engagement. She leads a team of marketers and communication specialists at Callahan & Associates. A frequent contributor to CreditUnions.com, Alex also represents the organization across the country at industry events, providing insights and thought leadership on key areas such as brand management, peer financial analysis, member experience, credit union trends, and more. She is passionate about improving credit union performance and using data to solve problems. Connect on LinkedIn.
Wednesday, June 15
8:00 AM: Breakfast
Hotel Information
Our Roundtable will take place at the 21c Museum Hotel Nashville located at 221 2nd Avenue North, Nashville, Tennessee 37201. We have a block of rooms available for attendees on a first come, first-serve basis. To get the group rate of $289 per night, please click on this Callahan and Associates Booking Link. The last day to reserve your room is Thursday, June 2, 2022. The room block is limited and may not be available outside of the Roundtable dates
Alix Patterson is the Chief Experience Officer at Callahan & Associates, Inc. and sits on the Board of Directors. She is a lifelong credit union member and has over 20 years of professional credit union experience. Alix has a keen ability to see the ‘story’ within the data. 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 oversees Advisory Services, Marketing & Media, and the Technology teams at Callahan. Connect on LinkedIn.
Need More Information?
Contact [email protected].
