2019 IZALE Out & About

1/9      Balancing Rewarding Your Key People and Bottomline     FMS Webinar

1/24     Is It Time For Value-based  Checking?     Webinar

2/15      How To Pay Your CEO     Webinar

2/20       Community Bankers Association Illinois (CBAI) "C"  Conference     Springfield, IL

3/4-6      Lombard International Global Private Placement Forum     Miami, FL

4/10     CBAI 35th Annual Capital Conference     Springfield, IL

4/10     How To Pay Your CEO with BalancedComp     Webinar

4/18     Is It Time for Value-based Checking?     Webinar

4/24–26      Mountain West Credit Union Association Annual Meeting & Convention     Scottsdale, AZ

4/25     CBAI Group Meetings Begin     Stay Tuned for Illinois Dates & Locations

5/7      CBAI Group 10 Meeting & Golf     Annbriar Golf Course, Waterloo, IL

5/13     CBAI Group 4 Meeting & Golf      Pontiac Elks Country Club, Pontiac, IL

5/14      CBAI Group 7 Meeting & Golf      Crestwicke Country Club     Bloomington, IL

5/16     Value-based Checking     Webinar

5/20      CBAI Group 9 Meeting & Golf     Jacksonville Country Club     Jacksonville, IL

6/3     CBAI Group 8 Meeting & Golf     Mattoon Country Club  

6/5-8      Michigan Credit Union League Annual Convention     Detroit, MI

6/10       CBAI Group 3 Meeting & Golf        Lake Carroll Golf Course       Lanark, IL

6/11     CBAI Group 5 Meeting & Golf      Soangetaha Country Club      Galesburg, IL

6/12     How To Pay Your CEO with BalancedComp     Webinar

6/17       CBAI Group 6 Meeting & Golf       Spring Lake Country Club      Quincy, IL

6/23-25     The FMS Forum     Boston, MA

6/27     CBAI Directors College     Springfield, IL

8/6     Credit Union Executive Society Golf Outing     Clarkson, MI

8/14     How To Pay Your CEO with BalancedComp     Webinar

8/18-21     Defense Credit Union Council Annual Conference  Chicago, IL

9/19-21    CBAI 45th Annual Convention     Chicago, IL

10/16     How To Pay Your CEO with BalancedComp     Webinar

10/23-25     Indiana Credit Union League 85th Annual Convention      Indianapolis, IN

11/13     How To Pay Your CEO with BalancedComp     Webinar

12/9     CBAI Directors Conference     Springfield, IL

12/18      How To Pay Your CEO with BalancedComp     Webinar
Our team is out and about representing the finest products, the most intelligent strategies, and to help others with our expertise starts with a desire to learn and grow as our economy changes. We "suit up and show up" to make sure we are in-the-know to pass that knowledge on to our clients." Scott Richardson, President/CEO

2018 IZALE Out & About

1/22-23     IZALE Annual Team Meeting     Rosemont, IL

2/6-8      Michigan Cues Future Summit     Detroit, MI

3/8       Is It Time for Value-Based Checking?     Webinar W.O.W.S.

3/17-20     Western Independent Bankers/WBA Conference     Kauai, HI

4/5      Is It Time for Value Based Checking?     Webinar W.O.W.S.

4/8-11     CBAI Call on Washington     Washington, DC

4/18      CBAI Capital Conference     Springfield, IL

4/18      Are Your Checking Accounts Doing All They Could?     Webinar W.O.W.S.

4/24      Are Your Checking Accounts Doing All They Could? Rescheduled 5/1!     Webinar W.O.W.S.

4/26-28     Mountain West Credit Union Association Annual Conference      Colorado Springs, CO

4/27     CBAI Groups 1 & 2 Meeting Wrigley Field      Chicago, IL

4/30       CBAI Group 12 Meeting & Golf Outing Kokopelli Golf Course    Marion, IL

5/1       CBAI Group 10 Meeting & Golf Outing Annbiar Golf Course     Waterloo, IL

5/1      Are Your Checking Accounts Doing All They Could?    Webinar W.O.W.S.

5/8      CBAI Group 7 Meeting & Golf Outing Crestwicke Country Club      Bloomington, IL

5/10-11     Big 10 University Credit Union Conference     Chicago, IL

5/14     CBAI Group 9 Meeting & Golf Outing Jacksonville  Country Club      Jacksonville, IL

5/20-23     CUNA CFO Council Annual Conference     Austin, TX

6/4     CBAI Group 8 Meeting & Golf Outing Mattoon Country Club      Mattoon, IL

6/6      CBAI Group 11 Meeting & Golf Outing Effingham Country Club     Effingham, IL 

6/6-9     Michigan Credit Union League Annual Convention     Traverse City, MI

6/10-12     Financial Managers Society Forum     Orlando, FL

6/19     Value-based Checking...Do You Have It?     Webinar

6/25    CBAI Group 6 Meeting & Golf Outing Spring Lake Country Club      Quincy, IL

7/17     Value-based Checking...What Is It & How Do I Get It?     Webinar

8/12-15     Defense Credit Union Council Annual Conference     Williamsburg, VA

8/23     Value-based Checking...What Is It & How Do I Get It?     Webinar

8/29   Value-based Checking...What Is It & How Do I Get It?     Webinar

9/23-25     2018 Financial Managers Society East Coast Regional Conference     Hershey, PA

9/26     Value-based Checking...What Is It & How Do I Get It?     Webinar

9/27-29     Community Bankers Association of Illinois Annual Convention     St. Louis, MO

10/3     Value-based Checking...What Is It & How Do I Get It?     Webinar

10/10-12     Indiana Credit Union League 84th Annual Conference     Indianapolis, IN

10/17   Value-based Checking...What Is It & How Do I Get It?     Webinar

11/6    Value-based Checking...What Is It & How Do I Get It?    Webinar

11/28     How To Pay Your CEO with BalancedComp     Webinar

11/29     Value-based Checking...What Is It & How Do I Get It?    Webinar

12/10    CBAI Directors Conference    Springfield, IL

12/19     How To Pay Your CEO with BalancedComp     Webinar

12/20     Value-based Checking...What Is It & How Do I Get It?    Webinar

2017 IZALE Out & About

1/24   Demystifying  BOLI for Credit Unions     Webinar W.O.W.S.

1/24   Demystifying  BOLI for Banks     Webinar W.O.W.S.

2/6     How To Pay Your CEO with BalancedComp & IZALE     Webinar

2/23      Executive Benefits Overview     Webinar W.O.W.S.   

2/26     Defense Credit Union Council (DCUC) – Defense Issues     Washington, DC

3/9     Split Dollar Plans     Webinar W.O.W.S. 

3/23     Fee Income Strategies     Webinar W.O.W.S. 

4/5 & 6     CBAI Capital Conference and CDD Spring Meeting     Springfield, IL

4/12-14     Mountain West Credit Union Association (MWCUA)     Scottsdale, AZ

4/13     Professional Retirement Strategies     W.O.W.S. Webinar

4/23-25     IZALE Client Conference 2017     St. Pete Beach, FL

4/27     Demystifying Bank Owned Life Insurance (BOLI)     W.O.W.S. Webinar

4/27     Demystifying Business Owned Life Insurance for Credit Unions     W.O.W.S. Webinar

5/8    CBAI Group Meeting & Golf Outing     Kokopelli Golf Course, Marion, IL

5/9     CBAI Group Meeting & Golf Outing     Annbriar Golf Course, Waterloo, IL

5/10     CBAI Group Meeting & Golf Outing     Effingham Country Club, Effingham, IL

5/15     CBAI Group Meeting & Golf Outing      Jacksonville Country Club, Jacksonville, IL

5/16     CBAI Group Meeting & Golf Outing      Soangetaha Country Club, Galesburg, IL

5/18    Financial Institutions, Cyber Security & FFIEC Handbook with Q1         
                Technologies     Webinar W.O.W.S.

5/22     CBAI Group Meeting & Golf Outing     Kankakee Elks Country Club, St. Anne, IL

5/23     CBAI Group Meeting & Golf Outing     Crestwicke Country Club, Bloomington, IL

5/21-24     CUNA CFO Council Conference      Orlando, FL

5/25     Say Thanks & Make $ Too with Econocheck     Webinar W.O.W.S.

6/2       CBAI Group’s 1, 2, & 3 Premier Sponsor     Cubs vs. Cardinals Wrigley Field Chicago, IL

6/5     CBAI Group Meeting & Golf Outing     Mattoon Country Club, Mattoon, IL

6/7-10     2017 MCUL & CUSG Annual Convention and Exposition     Grand Rapids, MI

6/8     Processing Loans in the Cloud? It's True! with Akouba    Webinar W.O.W.S.

6/12     CBAI Group Meeting & Golf Outing     Freeport Country Club, Freeport, IL

6/14-17     Credit Union Association of New Mexico (CUANM)     Albuquerque, NM
 
6/19     CBAI Group Meeting & Golf Outing     Spring Lake Country Club, Quincy, IL

6/20     St. Joseph Valley Chapter of Credit Union’s Golf Outing

6/22     Term Life Insurance      Webinar W.O.W.S.

6/25-27     Financial Managers Society (FMS) Finance and Accounting Forum     Las Vegas, NV

6/27 & 28     CBAI Director's College     Springfield, IL

7/13     Demystifying Bank Owned Life Insurance (BOLI)     W.O.W.S. Webinar

7/13     Demystifying Business Owned Life Insurance for Credit Unions     W.O.W.S.  Webinar 

7/27     Executive Benefits Overview    Webinar W.O.W.S.

8/6-9     Defense Credit Union Council (DCUC) Annual Conference     San Diego, CA

8/10     Including A Digital Lending Solution In Your 2018 Strategic Plan    Webinar W.O.W.S.

8/24     Split Dollar Loans     Webinar W.O.W.S.

9/14 & 16     CBAI's 43rd Annual Convention & Expo     Springfield, IL

9/20-22     Indiana Credit Union League Annual Meeting     Indianapolis, IN

9/28     Be A Hero with Fee Income Strategies   Webinar W.O.W.S. 

10/18     How To Pay Your CEO     Webinar W.O.W.S.

​​10/26     Demystifying Bank Owned Life Insurance (BOLI)     W.O.W.S. Webinar

10/26     Demystifying Business Owned Life Insurance for Credit Unions     W.O.W.S. Webinar

11/9     How To Pay Your CEO    Webinar W.O.W.S.

11/14    Indiana Credit Union League, Northern Indiana Vendor's Night     Merrillville, IN   

11/15     Split Dollar Loans      Webinar W.O.W.S.

12/11      CBAI Directors Conference      Springfield, IL 

​12/20     How To Pay Your CEO    Webinar W.O.W.S. 

12/28     Executive Benefit Overview     Webinar W.O.W.S.

2016 IZALE Out & About


2/4 - 2/5   Michigan CUES Economic Summit    Ypsilanti, MI

2/16   How to Pay Your CEO Webinar with BalancedComp Webinar

4/7 - 4/8   Illinois Credit Union League Annual Convention    Schaumburg, IL

4/14  Cyber Security Webinar with Q1 Technologies

4/20   CBAI Capital Conference   Springfield, IL
 
4/21 - 4/23    Mountain West Credit Union Association   Colorado Springs, CO
 
4/22 - 4/24    CUES Heartland Council   Tulsa, OK

4/28    CBAI Community Bank Marketing Conference    Springfield, IL
 
5/3    CBAI Golf Outings    Fair Oaks Golf Club,  Caseyville, IL

5/4- 5/7   Wisconsin Credit Union League Annual Convention   Green Bay, WI

5/15 - 5/18    CUNA CFO Council Conference   Anaheim, CA

5/16 CBAI  Group Meeting & Golf Outing   Spring Lake Country Club, Quincy, IL

5/17  CBAI  Group Meeting & Golf Outing  Soangetaha Country Club, Galesburg, IL

5/23  Take Me Out To The Ball Game with CBAI CDD  Cubs & Cardinals  St. Louis, MO

5/26   Battle Creek Area Credit Union Charity Golf Outing  Marshall, MI

 6/1 - 6/3   CUANM Annual Conference    Santa Ana Pueblo, NM

6/2  CBAI  Group Meeting & Golf Outing   White Eagle Golf Club, Naperville, IL

6/6  CBAI  Group Meeting & Golf Outing   Mattoon Country Club, Mattoon, IL

6/7   St Joseph Valley Chapter Meeting Annual Golf Outing  South Bend, IN

6/7   Financial Managers Society Chicago Chapter White Sox Game Outing    Chicago, IL
 
6/8 - 6/10   MCUL Annual Convention & Exposition    Detroit, MI
 
6/12 - 6/14    Financial Managers Society Forum    New Orleans, LA

6/15 - 6/17   CUAD Summit   Bismark, ND

6/21 CBAI  Group Meeting & Golf Outing   Lincoln Elks Country Club, Lincoln, IL

6/23 - 6/24   Illinois Community Banker's Director's College     Springfield, IL

7/15   Financial Managers Society Chicago Chapter Golf Outing     Bensenville, IL

8/4    Michigan CUES Golf Outing    Clarkton, MI

8/14-8/17   Defense Credit Union Council Annual Conference   Boston, MA

9/15-9/17   CBAI Annual Conference    Kansas City, MO

10/13    Free to Fee for Banks     Webinar

10/12 - 10/14    Indiana Credit Union League    Indianapolis, IN

10/26     Demystifying BOLI for Banks     Webinar

10/27     Demystifying BOLI for Credit Unions      Webinar

11/17     How To Pay Your CEO with BalancedComp & IZALE     Webinar

12/5 & 6    IZALE Annual Team Conference    Elgin, IL

12/15     CBAI Community Bank Directors Conference     Springfield, IL

12/15      How To Pay Your CEO with BalancedComp & IZALE     Webinar
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New banners waved at 2016 conferences!
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Chris Richardson Rockin' It with Elvis!
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Phil Aderton Kickin' It with the CBAI!

2015 IZALE Out & About

1/29 - 1/30 :    Michigan Cues Ypsilanti. MI
 
3/26 - 3/28:    Mountain West CUA Phoenix, AZ

4/16 - 4/18:    Illinois Credit Union League Schaumburg, IL
 
4/19 - 4/21:    IZALE Client Conference Amelia Island, FL
 
4/22 - 4/24:    CUES Heartland Council Nashville, TN
 
5/4 - 5/18:    CBAI Golf Outings Illinois
 
5/17 - 5/20:    CUNA CFO New Orleans, LA
 
6/1 - 6/25:    CBAI Golf Outings (Continued) Illinois
 
6/3 - 6/6:    CUANM Annual Conference Albuquerque, NM
 
6/4 - 6/6:    Michigan Credit Union League Traverse City, MI
 
6/14 - 6/16:    FMS Forum Scottsdale, AZ

8/16 - 8/19     DCUC Annual Conference Las Vegas, NV      

9/17 - 9/19     CBAI Convention Nashville, TN      

10/7-10/9    Indiana League Annual Conference    Indianapolis, IN      

10/19-10/21    Michigan CUES Future Summit    Detroit, MI

11/20   How to Pay Your CEO Webinar with BalancedComp

12/2    How To Pay Your CEO Webinar with BalancedComp

12/6-9    CUES Director’s Conference  Orlando FL

12/9    CBAI Director's Conference Springfield, IL 

12/14-15    IZALE Annual Team Conference    Elgin, IL