CFO Roundtable
Join us from February 11-12 in San Diego, CA.

Come for the networking, leave feeling validated and inspired.

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

With this 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.

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 CFOs.
  • Technology and Innovation: How are you integrating financial technology and adapting to digital transformation to enhance services and operations?
  • Regulatory Compliance: How do you stay compliant with evolving regulations and assess their impact on your financial strategies?
  • Financial Reporting and Performance: What key performance indicators do you track to ensure financial stability and improve reporting accuracy?
  • Member Lending and Credit Risk: How are you managing loan portfolios and mitigating credit risks amid changing economic conditions and interest rates?

Who Should Attend?

This roundtable is intended for the CFO at your credit union. However, we know each credit union is unique,  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].

*Our roundtables are open to those with a subscription that contains roundtable access, and over 200m in assets.

Register Your Seat At The Table.

Your Hosts

Jennifer Davis
VP, Information Services
Chris Howard
Senior VP