*This event is invitation only*
Join Callahan and Sustainable Business Strategy alumni for a 2-day event in Dallas, TX that will leverage the key learnings from Sustainable Business Strategy and combine insights from industry leaders committed to the purpose journey with interactive exchanges including breakouts, panel presentations and networking opportunities.
We invite you to continue your credit union's purpose journey by joining like-minded peers at Callahan’s Purpose Symposium.
2023 Dates
Dallas, TX
November 2 - 3
Embassy Suites Dallas-Frisco/Hotel, Convention Center
(Contact hotel directly for booking)
Event Agenda Highlights
Thursday, November 2
12PM - 8PM CST
- Informal Meet & Greet Luncheon
- Bringing Purpose to Life: A Panel Discussion
- Brent Rempe, CEO, First Alliance Credit Union (MN)
- Jake Bowman, CEO, American United Federal Credit Union (UT)
- Donna LoStocco, CEO, First Commonwealth Federal Credit Union (PA)
- Bill Ehritz, Board Chair, First Commonwealth (PA)
- Small Group Conversations and Sharing
- Networking Reception and Dinner
Friday, November 3
8:15AM - 1PM CST
- Breakfast
- Advancing Purpose: One Credit Union's Reflections
- Roger Rassman, CMO, Community First Credit Union (FL)
- Lori Smith, CHRO, Community First Credit Union (FL)
- Small Group Conversation and Sharing
- Closing Reflections and Ways We Can Support Each Other
- Boxed Lunches and Casual Conversation
Hosts & Speakers
Jon Jeffreys, President & CEO
Katy Slater, Senior Vice President
Erin Coleman, AVP Professional Services
November 2 - 3, 2023
Save Your Seat
Callahan & Associates | 1001 Connecticut Ave NW, Suite 1001, Washington, DC 20036
[email protected] | 800.446.7453
[email protected] | 800.446.7453