Join us for our first-ever immersive Foundations Roundtable co-hosted with State Employees’ Credit Union in Raleigh, N.C. on May 8th-9th.
SECU is located at 119. N. Salisbury St., Raleigh, NC 27603 and is 15 miles from the Raleigh-Durham International Airport.
What Can You Expect From This Special Event?
Taking it a step further than a traditional roundtable, this event begins with an afternoon of interactive presentations and panels from the SECU Foundation and organizations they have supported.
Day 2 will be a return to our traditional roundtable format, with attendees sitting down alongside their peers to discuss new ideas sparked from the interactive sessions and more.
Due to the unique agenda, we ask that attendees have an already established foundation to attend this event.
What’s On The Roundtable Agenda?
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 foundation leaders are thinking about.
- Foundation Structure & Donation Strategies
- Fundraising
- Marketing Strategies
Schedule Of Events
Wednesday, May 8
1-5 PM: Panel Discussions
We’ll kick off with a presentation by Jama Campbell, executive director of the SECU Foundation, on the foundation’s history, growth, and lessons learned. Following that, we’ll have panels covering a variety of topics, including:
- Taking Your Foundation to the Next Level
- Insights From Grant Recipients
- Collaboration in the Carolinas
6 – 8 PM: Evening Networking Event
Thursday, May 9
8:30 AM: Breakfast
9:00 AM: Morning Roundtable Session
11:30 AM: Break to go visit the exhibit
12:15 PM: Lunch
1:00 PM: Afternoon Roundtable Session
3:00 PM: Roundtable wraps up
Register Here
*Please see our roundtable cancellation policy at bottom of the page.
IMPORTANT NOTE: This event is invite only. The email address you provide in this form is where you will receive your confirmation email and other event logistics.
Hotel Information
We have a block of rooms available for attendees on a first come, first-serve basis at The Casso, Raleigh, a Tribute Portfolio Hotel located at 603 West Morgan Street, Raleigh, North Carolina 27603. To check availability, please click on this Callahan and Associates Booking Link.
Who Should Attend?
Due to the unique agenda, we ask that attendees have an already established foundation to attend this event.
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 foundation 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].
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 Host
Alix Patterson
Chief Experience Officer