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Building Blocks of an Investment Strategy & Plan: A Six-part Webinar Series for Shapiro Credit Unions
Presented by Jeremy Calva, Chief Strategy Officer, America's Christian Credit Union, with guest speakers from the California Department of Financial Institutions (DFI) and the National Credit Union Administration (NCUA)
Gain a regulatory perspective on what is needed in your credit union’s policies. Host Jeremy Calva will interview guest speakers from the California Department of Financial Institutions and the National Credit Union Administration on these issues for credit union staff and the board:
Who should attend?
Meet the presenter, Jeremy Calva:
Jeremy Calva is the Chief Strategy Officer at America's Christian Credit Union (ACCU) supporting commercial and consumer lending teams. Prior to joining ACCU Jeremy was the President/CEO and founder of PIR Capital LLC a firm focused on providing regulatory compliance and loan putback repurchase strategies for financial institutions and institutional investors. Jeremy also worked for Xceed Credit Union as their VP Finance, WesCorp as VP Investment Operations, and has worked as a consultant for firms such as Disney and Microsoft. Jeremy holds four active certifications including CPA, Certified Treasury Professional, Certified in Financial Forensics and Chartered Forensic Accountant. Jeremy is actively involved in his community as a volunteer and understands the importance of ongoing professional development.
|Registration Investment:||Power Learner Passport - (click for details)
Your first class ticket to Internet training, eTrain is designed just for credit unions. You and your staff dont even have to leave your office; the training comes to you! An Internet connection and a separate phone line is all you need!
eTrain Webinars are a convenient and cost effective way of bringing quality education to your credit union. The PowerPoint slides are delivered through the Internet, and the audio portion of the program is delivered through your computer or a separate phone line.
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Your program’s link and handout will be emailed to the email address on your registration within two (2) business days after we receive your registration. You may view the archive as many times as you want for 60 days after you receive the program link.
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