Chicago, IL 
CFO Roundtable 

We know there are many industry conferences and networking opportunities to choose from. As you make plans for the coming year, attend the CFO Roundtable on July 25-26, 2023 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 CFOs.



What Are CFOs Talking About?
  • Liquidity
  • Risk Management
  • Hedge Strategies
  • M&A trends                                                                                                                                                                                                                                                                                                                                                                                                                          

Register For Event

Tuesday, July 25 - Wednesday, July 26



Callahan & Associates | 1001 Connecticut Ave. NW, Ste. 1001 | Washington, DC 20036
Contact Us: 800.446.7453
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 Finance 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].

Schedule Of Events

Tuesday, July 25
5:30 PM: Happy hour and introductions
6:15 PM: Leave for dinner
6:30 PM: Dinner at TBD

Wednesday, July 26
8:00 AM: Breakfast
8:30 AM: CFO Roundtable
12:00 PM: Lunch
3:00 PM: Roundtable wraps


Hotel Information

Our Roundtable will take place at the Intercontinental Chicago Magnificent Mile located at 505 North Michigan Avenue, Chicago, IL 60611. We have a block of rooms available for attendees on a first come, first-served basis. To get the group rate of $259 per night, please click on this Callahan and Associates Booking Link. Guests are also able to call into the hotel's Reservations line at 1(800) 327-0200. Please reference the group name “Callahan's CFO & Marketing Roundtables” or the group code IUY. The last day to reserve your room is Thursday, June 29. The room block is limited and may not be available outside of the Roundtable dates.

Meet The Team
Jay Johnson (Chief Collaboration Officer / President of Callahan Financial Services)
Alix Patterson (Chief Experience Officer)