In an industry landscape that is constantly evolving, the mission stays the same: empower members and strengthen communities.

With a shared mission, there is nothing more inspiring than collaborating with like-minded leaders. Our Callahan in-person roundtable events bring together executives from all over the country to discuss what’s top of mind, what’s to come, and how to keep members at the center of all strategic decisions. 

There is no substitute for the energy and exchange of ideas that happens when we’re together in person, so Callahan is hitting the road to bring collaboration to you.

Join us on Sunday, March 3 at 1pm ET in Washington, DC for our CEO Roundtable.


What’s On The Agenda?
The event is attendee-driven so the agenda is 100% relevant to executives in the room. Submit any questions, ideas, and topics for discussion to [email protected] or provide your questions in the registration form.

You’ll have the opportunity to pose questions, receive feedback, and engage in open dialogue with fellow leaders to share how your credit union is responding to the needs of members and employees.

Schedule Of Events

1:00 to 1:30 PM: Arrivals and networking

1:30 to 3:00 PM: CEO Roundtable

3:00 to 3:30 PM: Networking




Registration for this roundtable is now closed.

Hotel Information

The CEO Roundtable will be held in person at the Kimpton Hotel Monaco located at 700 F St NW, Washington, DC 20004. The hotel is located 4.5 miles from Ronald Reagan Washington National Airport.


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 credit union CEOs. 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].


Roundtable Cancellation Policy

At Callahan & Associates, we understand that circumstances can change, and participants may need to cancel their attendance at our roundtable events. If you find yourself in this position, we ask that you notify [email protected] as soon as possible to assist with your options below. Our cancellation policy helps ensure there are enough participants to drive meaningful and diverse conversation. By giving advance notice, you’ll help give our team enough time to give another leader the opportunity to sit at the table.

Cancellation Deadline:

Participants must notify Callahan of their cancellation in writing by emailing [email protected] no later than 30 days prior to the event date. Cancellation requests made outside the 30- day window will incur a charge of $500.

Substitution Policy:

If a registered participant is unable to attend the event, they may substitute another individual from their credit union at no additional cost. The substitution must be communicated to Callahan in writing before the start of the event.

No-Show Policy:

Participants who register for the roundtable and do not attend without prior cancellation notice will be charged a no-show fee of $500.

Communication of Cancellation:

All cancellation requests and notifications should be sent to [email protected] and include the participant's name and roundtable name/location/dates.



Meet Your Callahan Hosts

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Jon Jeffreys

President & CEO 

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Jay Johnson

Chief Collaboration Officer / President of Callahan Financial Services