Investment Basics

 Human Resources  Leadership/Management  Volunteer/Supervisory Committee

Registration and Pricing Information

Please select your credit union and provide your email address:
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Registration Investment:
FREE for Power Learner Passport
$200 for Affiliates Non-PLP
Non-Affiliated Contact Leslie Poole

Program Description

With strong share growth and flat to negative loan growth in recent years contributing to sizable growth in credit union investment portfolios, it’s important for students to have a basic understanding of investments. The presentation also will look at the impact of the current interest rate environment on portfolio yields and net interest margins.

Program Length: 90 minutes

Who Should Attend

  • CFO
  • CEO
  • Board of Directors
  • Internal Audit
  • Supervisory Committee
  • Operations

Meet The Presenter:

As VP of Advisory Service at Catalyst Corporate FCU, Steven Houle, CFA, FRM, is responsible for managing the day-to-day operations of the Advisory Service and setting its long-term strategic direction. He also works directly with credit unions to assist them with their strategic financial and investment management endeavors.


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