Callahan's Virtual Roundtable:
Measuring Branch Success
Tuesday, January 28 | 2:00 PM ET
Looking to collaborate with peers in a meaningful way while still managing a busy schedule? The Callahan team invites you to join us and a select group of your peers for uninterrupted collaboration time and the chance to build a meaningful network.
As a leader, we know schedules get busy and adding travel to your calendar isn’t always feasible – that’s why we bring the networking to you. These virtual events last 60 to 90 minutes, and we ask attendees to be ready to engage and appear on camera so that all parties can get the most out of the experience.
What's On the Agenda?
Each event is segmented by department and attendance is capped, so you’re guaranteed to walk away with relevant information and ideas. You’ll have the opportunity to pose questions, receive feedback, and engage in open dialogue with fellow executives to share how your credit union is responding to the needs of members and employees. Here are some topics already submitted:
- Branch Innovations: What innovative approaches have you implemented or observed for measuring branch success that move beyond traditional KPIs?
- Branch Performance Metrics: What metrics do you currently use to evaluate the success of your branches, and how have those evolved over the past five years?
- Balancing Data and Insights: How do you balance quantitative data (e.g., sales or transaction volumes) with qualitative insights (e.g., member satisfaction or community impact) when assessing branch performance?
- Innovative Measurement Approaches: What innovative approaches have you implemented or observed for measuring branch success that move beyond traditional KPIs?
Who Should Attend?
This roundtable is intended for the senior-most executive that oversees branch operations at your credit union. However, we know each institution is unique, so if you are unsure who should attend, let’s chat about it! Due to the popularity and limited space, we kindly ask that you register no more than one person from your credit union.
*Our roundtables are open to those with a subscription that contains roundtable access, and over 200m in assets.
*Registration is full.
Please reach out to your account manager regarding a waitlist, if you are interested.
Keep Collaboration Going
Join us at our upcoming Member Experience Roundtable in New Orleans on April 9-10.
There’s no substitute for the impactful discussions and inspiration that happen when like-minded leaders gather with a shared purpose. Our in-person roundtable events expand on virtual discussions by offering a full day for deeper conversations about the industry. Combined with an introductory happy hour and dinner the night before, attendees return to their organizations with invaluable insights and connections they can’t find elsewhere.
© 2025 Callahan & Associates, Inc. All rights reserved.