Callahan's CLO Roundtable 2019 | Callahan & Associates | 23 July 2019 | Emery, Autograph Collection, 215 S 4th St, Minneapolis, MN 55401, USA

This Roundtable is for exclusively for credit unions who have purchased a subscription that includes access to our Roundtables and are greater than $200M in assets. There is no registration fee to join us if you meet that criteria.

This roundtable is intended for the senior-most lending executive at your credit union. But, we know each credit union is unique. Titles are different and due to varying roles and responsibilities it might make more sense for someone else to attend. If you are unsure who should attend from your credit union, contact us.

Due to the popularity of these events, we ask that you only register one person from your credit union. We are happy to add others to the waitlist and we will let you know a few months before the event if a seat is available.

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.

Who Should Attend?

This Roundtable is for exclusively for credit unions who have purchased a subscription that includes access to our Roundtables and are greater than $200M in assets. There is no registration fee to join us if you meet that criteria.

This roundtable is intended for the senior-most lending executive at your credit union. But, we know each credit union is unique. Titles are different and due to varying roles and responsibilities it might make more sense for someone else to attend. If you are unsure who should attend from your credit union, contact us.

2019 Speakers

Alix Patterson
Partner, Callahan & Associates

Alexandra Gekas
Vice President Of Marketing & Engagement at Callahan