Managing Liquidity, Capital Profiles, & Other Critical Issues

 Human Resources

Registration and Pricing Information

Please select your credit union and provide your email address:
Your credit union
Your Email
Sign up here for Power Learner Passport!
Power Learner Passport

Registration Investment:
FREE for Power Learner Passport
$200 for Affiliates Non-PLP
Non-Affiliated Contact Leslie Poole

Program Description

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

Program Length: 90 Minutes

Who Should Attend

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

Meet The Presenter:

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.


eTrain Online Testing

eTrain's robust online tests assess the knowledge testers gained after each training series. Based on a 70 percent pass-fail grading structure, test takers are informed of wrong answers to assist in the learning process. A certificate of completion can be saved and printed. Powered by ClassMarker.

We're Here

Finding online training is now easier! Streamlined search options, simplified navigation, and a responsive layout, allows you to find the training you need and want, quickly! With fewer clicks, you can easily search for topics in multiple categories, from Human Resource to Lending and Compliance!

Stay Connected

Phone: (800) 472-1702

Search for eTrain Webinars