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 from July 29 - 30 in Minneapolis for our Marketing Roundtable. 


What’s On The 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 we've heard is top of mind from marketing executives.


  • Use of AI in Marketing 
  • Marketing Automation
  • Digital Marketing Strategies

Schedule Of Events

Monday, July 29
5:30 PM: Happy hour and introductions
6:30 PM: Dinner 

Tuesday, July 30
8:00 AM: Breakfast
8:30 AM: Morning Roundtable Session
12:00 PM: Lunch
1:00 PM: Afternoon Roundtable Session
2:45 PM - 3:00 PM: Closing Remarks




Request Your Seat 

*Please see our roundtable cancellation policy at bottom of the page.

IMPORTANT NOTE: The email address you provide in this form is where you will receive your confirmation email and other event logistics.

Hotel Information

Our roundtable will take place at the Renaissance Minneapolis Hotel, The Depot located at 225 3rd Ave South, Minneapolis, MN 55401. The hotel is 13 miles from Minneapolis-Saint Paul International Airport. We have a block of rooms available for attendees on a first come, first-serve basis. To get the group rate of $239 per night, please click on this Callahan and Associates Booking Link. The last day to reserve your room is Friday, June 28Please note that reservations at the group rate are available July 29 and 30. Additional nights may be requested after you have made a reservation via the link above. To extend your reservation, please contact the hotel directly at 612-375-1700. 


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 marketing 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.