2017 IZALE Out and 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.
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

2016 IZALE Out and 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 and 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