Foundations 
Roundtable
Join us from June 11-12 in Nashville, TN.

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 for credit union foundations.
  • Foundation Strategy and Impact: How do you ensure alignment between your foundation’s mission and its initiatives, and what are your strategic goals for the next few years?
  • Funding and Grantmaking: How do you diversify funding sources and assess grant applications to fund the most impactful initiatives?
  • Collaboration and Partnerships: How do you build partnerships and engage the community to amplify your foundation’s impact?
  • Governance and Leadership: How do you cultivate strong leadership within your foundation and engage your board effectively?

Who Should Attend?

This roundtable is intended for the senior-most foundations executives 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

Alix Patterson
Chief Experience Officer
Alex Gekas
VP, Marketing & Engagement