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eTrain: Managing Investment Portfolio Assets to Enhance Liquidity, Return, & Risk Exposure

Managing Investment Portfolio Assets to Enhance Liquidity, Return, & Risk Exposure

Presented by Brian Turner, Director/Chief Strategist, Catalyst Corporate Federal Credit Union

If you are responsible for your credit union’s investments, you won’t want to miss this strategic overview on how to prudently manage your credit union’s investment portfolio.

Brian Turner of Catalyst Corporate Federal Credit Union will address the three-fold mission of a credit union’s investment activities and strategies that effectively manage the institution’s balance sheet liquidity profile, enhances its earnings performance through various economic and interest rate cycles and protects membership capital through prudent risk management mechanics.

Participants will:

  • Review how changes in economic and interest rate environments impact balance sheet cash flow structure and how credit unions can structure their assets and funding accounts properly to protect their overall liquidity profile
  • Explore various investment asset strategies that should be engaged to stabilize net interest income through volatile times
  • Learn how to balance various risk management exposures appropriately to maximize performance and provide stability to the credit unions’ net interest margin, even through volatile environments

Who should attend?

  • CFO
  • CEO
  • Risk Management

Meet the presenter, Brian Turner:
As Director/Chief Strategist for Catalyst Corporate Federal Credit Union, Brian Turner works directly with credit unions on their strategic investment and financial management endeavors. He joined Catalyst Strategic Solutions in 1999, and has over 30 years of financial management experience. Prior to Strategic Solutions, Brian was chief financial officer of Empire Financial Corporation, Dallas, TX; senior vice president, funds management and investments for Central Bank, Monroe, LA; and senior vice president and treasurer of Bluebonnet Savings Bank, Dallas, TX.

Bran is a frequent speaker on various topics and issues critical to the nation’s credit unions and is a contributor to numerous publications such as the Credit Union Journal, Credit Union Times, Credit Union Management, and the Wall Street Journal. He has directed numerous educational sessions for the NCUA, CUNA, state leagues, and chapters.

Brian received an undergraduate degree from Oklahoma State University and did his graduate studies at the University of Tulsa.

Registration Investment: FREE for Power Learner Passport
$189 for UCUA Member Non-PLP Purchase

$378 for UCUA Non-League Members

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