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.
- Liquidity Management
- Interest Rates
- AI
- Recession Outlooks
6:30 PM: Dinner
Wednesday, October 23
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 Kimpton The Shane Hotel located at 1340 West Peachtree Street NW, Atlanta, GA 30309. The hotel is 13 miles from Hartsfield-Jackson Atlanta International Airport. We have a block of rooms available for attendees on a first come, first-serve basis. To get the group rate of $225 per night, please click on this Callahan and Associates Booking Link. The last day to reserve your room is Tuesday, October 8. Please note that reservations at the group rate are available October 22 and 23. 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 404-480-7781
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 CFO 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.