Callahan & Associates

Analytics Roundtable - October 1-2 Charlotte

Register Now To Join Us In Charlotte

If you register now to join your peers in Charlotte, you’ll join a network of 15-20 analytics executives 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 1 (5:00 p.m.) and the Analytics Roundtable (8:00 a.m. to 3:00 p.m.) on October 2. Happy hour and dinner on the 1st and breakfast and lunch on the 2nd 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 analytics executives across 2018.

What Are Analytics Executives Talking About?
  • How is your data analytics team structured? Who does it report to in your organization?
  • What are you doing to drive the data culture at your credit union?
  • Is your credit union using analytics to drive strategy and member experience?
  • What sources of non-member data are you using to analyze your members?
  • What is your data warehousing strategy and where are you on this journey? How and where do you store data? What visualization and other analytics tools are you using?
  • Where do you see predictive analytics having the most impact and where are you investing first? Fraud? Engagement? Product creation?

Questions: Contact Sophia Giulajan at

Schedule Of Events

October 1
5:00 PM: Happy Hour and Introductions at the Omni Charlotte
6:15 PM: Leave for Dinner
6:30 PM: Dinner at TBD

October 2
8:00 AM: Breakfast, Omni Charlotte
8:30 AM: Analytics Roundtable, Omni Charlotte
12:00 PM: Lunch, Omni Charlotte
3:00 PM: Analytics Roundtable Wraps