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STRATEGY EXECUTIVE ROUNDTABLE

April 14-15, 2027 | Tempe (Phoenix), AZ

Event Details & FAQs

Event Logistics

+ What's Included In The Event?

Your registration includes the full two-day roundtable experience, beginning with a welcome happy hour and dinner the evening before, along with networking opportunities and meals throughout the program.

+ Do You Book My Travel And Accommodations?

Attendees are responsible for airfare and hotel accommodations.

Our roundtable will take place at The Omni Tempe Hotel at ASU, located at 7 E University Dr, Tempe, AZ 85281. We have a block of rooms available for attendees on a first-come, first-served basis. To get the group rate of $279 per night, please use this Callahan & Associates Booking Link. The cutoff date for reservations is March 22, 2027. Please note that reservations at the group rate are available April 14 and 15, 2027, and be sure to select the dates according to your travel plans. Additional nights may be requested after you have made a reservation via the link above. To extend your reservation, please contact the hotel directly at (602) 794-8600.

+ What Is Callahan's Cancellation Policy?

Your participation helps make each roundtable experience meaningful, but we understand that circumstances arise. Participants who need to cancel should notify Callahan in writing by emailing events@callahan.com no later than 30 days before the event. Cancellation requests made within 30 days of the event will incur a $500 fee. When possible, we encourage attendees to take advantage of our substitution policy rather than canceling their registration.

+ Do You Have A Substitution / No-Show Policy?

If a registered participant is unable to attend, they may substitute another individual from their credit union at no additional cost. Participants who register for a roundtable and do not attend without providing advance cancellation or substitution notice will be charged a $500 no-show fee that is outlined above.

Frequently Asked Questions

+ What Is The Roundtable Format Like?

Roundtables are built around open, peer-driven discussion. Instead of presentations or lectures, participants work through shared challenges, exchange ideas, and discuss the priorities most relevant to the group.

+ What Should I Expect?

Expect a highly interactive experience centered on peer discussion rather than presentations. We have designed this experience to feel safe and comfortable for everyone to pose their burning questions and discuss their top priorities. You will also have the opportunity to listen and learn from what others are experiencing. Our hosts intentionally build breaks into the agenda and help keep the conversation flowing, ensuring everyone has a chance to share.

+ How Is The Agenda Determined?

As stated, these are peer-driven discussions where the agenda is shaped by the leaders in the room. We do ask participants to submit topics in advance so we can identify the most pressing priorities and themes. However, nothing is off the table once the roundtable begins, so we encourage you to bring any challenges or ideas your team is interested in exploring.

+ What Should I Prepare Before Attending?

No formal preparation is required. Our team will have pens, paper, and beverages available throughout the experience. Just come ready to collaborate, and we'll take care of the rest!

Event Schedule

The roundtable will be held at the Omni Tempe Hotel at ASU. A limited room block is available on a first-come, first-served basis at a discounted rate of $279/night when booked through the Callahan & Associates booking link. Reservations must be made by March 22, 2027.

Below is a look at the roundtable experience.

DAY 1

5:30 PM

Happy Hour & Introductions

6:30 PM

Dinner

DAY 2

8:00 AM

Breakfast

8:30 AM

Morning Roundtable Session

12:00 PM

Lunch

1:00 PM

Afternoon Roundtable Session

2:45–3:00 PM

Closing Remarks

Tempe (Phoenix), AZ

Chief Strategy Officers

2-Day Event

Peer-Driven Agenda

The pace of change in our industry isn't slowing down. Every day, leaders are balancing today's priorities while preparing their organizations for what's ahead.

Callahan's in-person roundtables help credit union executives do both. You’ll gather with peers from across the country to tackle timely challenges, explore emerging opportunities, and learn from leaders who understand the realities of the role.

Intentionally small and highly collaborative, these conversations are designed to leave you with fresh ideas and greater confidence in your path forward.

You Set The Topics

Every roundtable is shaped by the leaders in the room.

Come prepared to discuss the priorities, questions, and issues most relevant to your credit union.

Topics We've Heard Interest In:

Setting Strategic Priorities

Getting Organizational Buy-In

Creating Capacity For Strategic Work

Turning Vision Into Action

Leading Organizational Change

Digital Transformation & AI

This event is by invitation only.

If you are the Chief Strategy Officer (or senior most role in charge of enterprise strategy) and interested in attending, please contact our events team at events@callahan.com.

Who Should Represent Your Credit Union At The Table?

This roundtable is designed for executives responsible for shaping and advancing organizational strategy, including Chief Strategy Officers, enterprise strategy leaders, and other executives with a dedicated strategic planning focus.

While titles vary across credit unions, the discussion is intended for those who influence long-term strategic direction, growth priorities, and organizational transformation. If you're unsure who should attend, reach out and we'll help identify the best participant from your organization.

Due to high demand, we ask that only one attendee per credit union register. Additional team members are welcome to join the waitlist, and we'll notify you if a seat becomes available. Questions about eligibility or the waitlist? Email us at events@callahan.com.