Callahan & Associates

CFO Roundtable - October 21-22 in San Diego

Register Now To Join Us In San Diego

If you register now to join your peers in San Diego you’ll join a network of 15-20 CFOs for a day and a half of collaboration, idea sharing, problem-solving, and networking … and you’ll leave the Roundtable with new contacts, actionable ideas, and strategies you can take back and implement at your credit union.

We have three seats available for non-Roundtable clients. The fee to register is $500. This includes introductions, happy hour, and dinner on October 21 (5:00 p.m.) and the CFO Roundtable (8:00 a.m. to 3:00 p.m.) on October 22. Happy hour and dinner on the 21st and breakfast and lunch on the 22nd are covered in the registration fee.

This Roundtable is intended for credit unions that already have some kind of data analytics strategy in place.

Callahan Roundtables are attendee-driven, and the “agenda” is 100% relevant to the attendees in the room, meaning each Callahan Roundtable is different. That’s why we can’t share an exact list of discussion topics, but we can share what we heard from CFOs across 2018.

What Are CFOs Talking About?

  • How are interest rate changes and the competitive environment influencing your credit union’s loan and deposit pricing strategies?
  • What deposit growth strategies are you pursuing to help with liquidity management?
  • What sources of non-interest income are you developing?
  • How is your credit union attracting, retaining, and developing finance team talent?
  • Is your credit union putting resources towards data management, analytics, and visualization?
  • How are you organizing the risk management process at your credit union?
  • Exam experiences, merger strategies and lessons learned, delivery channels, budgeting process, derivatives, financial project management, CECL, and other topics relevant to you and your credit union.

Questions: Contact Sophia Giulajan at

Schedule Of Events

October 21
5:00 PM: Happy Hour and Introductions, Hotel Salomar
6:15 PM: Leave for Dinner
6:30 PM: Dinner at TBD

October 22
8:00 AM: Breakfast, Hotel Salomar
8:30 AM: CFO ROundtable, Hotel Salomar
12:00 PM: Lunch, Hotel Salomar
3:00 PM: CFO Roundtable Wraps