Callahan & Associates

CLO Roundtable - February 11-12 in Phoenix

Register Now To Join Us In Phoenix

If you register now to join your peers in Phoenix, you’ll join a network of 15-20 CLOs 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 February 11 (5:00 p.m.) and the CLO Roundtable (8:00 a.m. to 3:00 p.m.) on February 12. Dinner on the 11th and breakfast and lunch on the 12th 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 CLOs across 2018.

What Are CLOs Talking About?

  • Is your credit union focused more on your direct or indirect auto program? What are you doing to grow originations
  • What is your credit union doing to help keep members away from payday lenders? How do you develop a sustainable product? Do you have other unsecured products for higher credit tiers?
  • How are data analytics being used to move your lending goals forward?
  • What strategies do you have in place to build up your purchase portfolio (working with realtors, home buying workshops, etc.)?
  • What unique products are you offering to meet your members’ needs and expectations?
  • How is your credit union leveraging technology to be more efficient?
  • How is your lending organization organized? Centralized vs. decentralized? Do you do lending in the branches? How do you incentivize lending officers and other contributors?
  • Other topics include business lending, delivery channels, sales culture, pricing, delinquency and charge-off management, interest rate risk, merchant lending, and other topics relevant to you and your credit union.

Questions: Contact Sophia Giulajan at

Schedule Of Events

February 11
5:00 PM: Happy Hour and Introductions in Hotel Fresco Room, Hotel Palomar Phoenix
6:15 PM: Leave for Dinner
6:30 PM: Dinner at TBD

February 12
8:00 AM: Breakfast in Hotel Patio, Hotel Palomar Phoenix
8:30 AM: Analytics Roundtable In Hotel Calavera Junior Ballroom, Hotel Palomar Phoenix
12:00 PM: Lunch in Hotel Patio, Hotel Palomar Phoenix
3:00 PM: CLO Roundtable Wraps