Callahan's Virtual Roundtable:
Branching
Tuesday, October 21 | 2:00 PM ET
This roundtable is designed for credit union leaders responsible for branches and retail delivery. With attendance capped and conversations segmented by focus area, you’ll join a peer group that understands the evolving role of in-person service — and what it takes to lead effective, member-centric branch strategies in a digital-first world.
Expect thoughtful discussion, real-time feedback, and space to share what’s working across markets and member segments.

What's On the Agenda?

 Topics already on participants’ minds include:

• Branch strategy in a digital world: How are credit unions rethinking branch roles, formats, and footprints as digital engagement grows?
• Staffing and talent development: What approaches are helping branch leaders recruit, retain, and train frontline staff in today’s competitive environment?
• Sales and service culture: How are teams empowering frontline staff to deepen member relationships and deliver consistent experiences across locations?
• Data-driven decision-making: How are credit unions using member and transaction data to guide branch investments, staffing, and hours?
• Community connection: What does localized, community-centered service look like in 2025, and how are branches bringing it to life?

The agenda is built by you and your peers, ensuring every conversation addresses real, relevant priorities. Have a topic or question in mind? Let us know in advance.

Who Should Attend?

This roundtable is intended for the senior-most executive overseeing branch operations, retail delivery, or in-person member service at your credit union. If you’re unsure who the best fit is from your team, we’re happy to help you decide.
To keep the discussion focused and productive, we ask that no more than two people attend per credit union.

Register Your Seat At The Table.