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Communication Security Notice
Please be aware that Callahan does not use third parties to request travel or personal information, and all official communications come directly from our team members. Some companies may attempt to target event attendees by asking for travel information, but these messages are not affiliated with the Purpose Symposium in any way.
If you receive a suspicious message, do not click any links or open attachments—delete or flag the email instead. If you have any questions about whether a message is legitimate, please contact us directly.
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Join us February 10–12, 2027, as the Purpose Symposium comes to San Diego, California. Together, we’ll explore how purpose drives strategy, strengthens culture, and fuels impact across the credit union movement.
Location: ALMA San Diego
More details coming soon.
Communication Security Notice
Please be aware that Callahan does not use third parties to request travel or personal information, and all official communications will come directly from our team members. There are companies out there who will target event attendees asking to confirm travel information, but they are not affiliated with the Purpose Symposium in any way.
If you receive a suspicious message, do not click any links or open attachments, and delete or flag the email.
If you have any questions about whether a message is legitimate, please contact us directly.
Hosted at University Federal Credit Union in Austin, TX, this immersive three-day event brings credit union leaders together to explore the personal and strategic power of purpose. Through storytelling, reflection, peer collaboration, and actionable planning, you'll walk away with new insights — and a clear roadmap — for aligning purpose with impact.
Day 1 (February 11th) - We will begin after lunch (1 pm).
- Welcome and Opening Remarks: Callahan Team & Michael Crowl, President & CEO, University Federal Credit Union
- Purpose is Personal — What’s your Why? Doron Noyman, VP of Business Development & Community Impact at KeyPoint Credit Union
- Roundtable activity — Exploration of the intersection of values, impact, and personal meaning.
- Community First! Village Walking Tour: Introduction by Monica Williams, Manager, Strategic Partnerships, University Federal Credit Union
- Casual Connections
- Dinner with Community First! Village residents
Day 2 (February 12th) - Hot breakfast & lunch will be provided.
- Welcome Back and Reflections from Day 1
- Introduction to Callahan’s Strategic Growth Framework: Redefine Your Business Model to Fuel Long-term Success - Jon Jeffreys, President & CEO, Callahan & Associates
- Centered on Purpose Small Group Discussions and Readouts
- Panel Presentations: From Purpose Intention to Meaningful Impact
Supporting Excluded and Marginalized Communities - Tracy Verner, Community Development Manager, Alltru Federal Credit Union
Understanding your Community Needs and Partnering Effectively - Thomas Flowers, CEO, Calhoun Liberty Credit Union
- Group Discussions & Sharing
- Spotlight: Purpose Fueled Leadership - Brent Rempe, President & CEO, First Alliance Credit Union
- Small Group Discussions linking Purpose with Intention
- Financial Wellbeing: The Link to Strategic Growth - Fireside Chat with Theresa Dubiel, CXO, Lake Trust Credit Union
- Reception at University Federal Credit Union
- Welcome Back and Reflections
- Purpose Action Mapping Exercise: Small group discussions on real-world applications for purpose initiatives.
- Personal Reflections, Commitments and Takeaways
Registration is closed!
Hotel + Room Block Information:
Callahan has secured a limited number of rooms at a special rate for attendees of the Purpose Symposium at the Archer Hotel Austin and The Westin. Please use the booking links below to reserve your room today!
*Shuttles will be provided from both hotels to UFCU.
Group Rate: $269 + taxes
Reservation Deadline: January 21, 2026 (Rooms may sell out before the deadline)
Booking Link: Callahan's Purpose Symposium | Archer Hotel Austin
The Westin
Group Rate: $284 + taxes
Reservation Deadline: January 21, 2026 (Rooms may sell out before the deadline)
Booking Link: Callahan's Purpose Symposium | The Westin
Please note that reservations at the group rate are available February 11 and 12. Additional nights may be requested after you have made a reservation via the links above. Rooms are limited and may sell out prior to the reservation deadline, so early reservations are highly recommended.
Group & Individual Pricing
Callahan Clients: Non-Clients:
$499 - general pricing $749 - general pricing
Group Discounts:
Register 3 attendees – receive 15% off
Register 4 or more attendees – receive 20% off
Hotel + Room Block Information:
Callahan has secured a limited number of rooms at a special rate for attendees of the Purpose Symposium at the Archer Hotel Austin and The Westin. Please use the booking links below to reserve your room today!
*Shuttles will be provided from both hotels to UFCU.
Please note that reservations at the group rate are available February 11 and 12. Additional nights may be requested after you have made a reservation via the links above. Rooms are limited and may sell out prior to the reservation deadline, so early reservations are highly recommended.
Reservation Deadline: January 21, 2026 (Rooms may sell out before the deadline)
Booking Link: Callahan's Purpose Symposium | Archer Hotel Austin
Reservation Deadline: January 21, 2026 (Rooms may sell out before the deadline)
Booking Link: Callahan's Purpose Symposium | The Westin
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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse sollicitudin mi lacus, ut luctus leo egestas et. Praesent imperdiet convallis porttitor. Suspendisse id nunc sollicitudin, pharetra nulla ac, pretium dolor.
Hotel + Room Block Information:
Callahan has secured a limited number of rooms at a special rate for attendees of the Purpose Symposium at the Archer Hotel Austin. Please use the booking links below to reserve your room today!
Group Rate: $269 + taxes
Reservation Deadline: January 21, 2026 (Rooms may sell out before the deadline)
Booking Link: Callahan's Purpose Symposium | Archer Hotel Austin
Please note that reservations at the group rate are available February 11 and 12. Additional nights may be requested after you have made a reservation via the links above.
Rooms are limited and may sell out prior to the reservation deadline, so early reservations are highly recommended.
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