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PROGRAM DESCRIPTION

Managing Liquidity, Capital Profiles, and Other Critical Issues

In this presentation, Casey Peterson of Catalyst Strategic Solutions, Catalyst Corporate FCU will focus on the impact of credit union funding mixes and earnings analysis/strategies.   We will also discuss the influence liquidity and capital profiles have on credit union strategic initiatives.

You'll learn about:

  • Funding allocation trends affecting credit union balance sheets
  • Earnings impact on strategies
  • Liquidity and Capital formation planning

Who should attend?

  • CFO
  • CEO
  • Board of Directors
  • COO
  • Senior Management

Meet the presenter, Casey Peterson:  
As Senior Advisor for Catalyst Strategic Solutions, Catalyst Corporate FCU, Casey Peterson works with client credit unions to meet their goals in the areas of comprehensive financial management, ALM analysis, investment portfolio analysis and strategic planning. Prior to joining Catalyst Strategic Solutions in 2000, Casey spent 10 years managing asset/liability initiatives and investment portfolios for community banks and a commercial bank holding company. Casey graduated from Angelo State University with a bachelor's degree in business administration, majoring in finance.

   
Registration Investment: $195 for League Members
You must be a member of your state league to attend this presentation.
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Webinar to participate in: eTrain: Managing Liquidity, Capital Profiles, & Other Critical Issues
 
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