eTrain: Broker Dealer Selection for Shapiro Credit Unions
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Presented Jeremy Calva, Chief Strategy Officer, America's Christian Credit Union;  and Todd Olszowy, CFO/VP of Finance, Water and Power Community Credit Union, and Suzanne Leedale, CEO, SLO Credit Union

When it’s time to select an investment dealer or broker, what is in your due diligence process?  Learn about multiple broker relationships, ALM services, and investment advisory services as credit union investment experts Jeremy Calva, Todd Olszowy, and Suzanne Leedale address these guidelines for working with a broker dealer or investment advisor:

  • Due diligence
    • References/referrals
    • Financial statement review
    • Pre-purchase analysis
  • Justification of purchase
  • Multiple broker relationship
  • ALM and advisory services
  • Suitability of investment with strategy
  • Policy and procedures

Who should attend?

  • CEO
  • CFO
  • Board of Directors
  • Supervisory Committee Members
  • Investment Officers

Meet the presenters:
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.

Todd Olszowy is the Vice President of Finance and Chief Financial Officer at Water and Power Community Credit Union in Los Angeles, CA. His responsibilities include Accounting and Finance, Information Technology, Facilities, Foreclosure and OREO processing, and Contract Management. Todd began his credit union career in 2000 as the Chief Financial Officer with Financial Service Centers Cooperative Inc. (FSCC), the industry’s largest shared branching network. Todd previously served for six years as the Controller at Crestline Funding Corporation, a mortgage brokerage firm specializing in the origination of first and second trust deeds. He continues in a consulting capacity. Todd has a Bachelor’s degree from Arizona State University with a major in Accounting,  and a Masters of Business Administration from the University of La Verne with a double major including Finance as well as Management and Leadership.

Suzanne Leedale is the creative and operational leader of SLO Credit Union (SLOCU). She joined SLOCU as CEO in November 2007. She got her start in the U.S. Army’s Finance Corps where she processed payroll, issued travel payments, and made sure that deployed soldiers’ requests for needed funds were met. Upon leaving the Army, she went to work for a credit union in Fairbanks, Alaska where she worked her way up from financial service rep to Information Technology manager. She has over 15 years of creditunion experience. Suzanne has served as a member of the CCUL’s Shapiro Advisory Committee in 2011, 2012, and 2013.

Program length: 90 Minutes
Registration Investment: Power Learner Passport - (click for details)

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