Midweek Mixer: IRR and Balance Sheet Management – Performance Strategies for Rising Rates, Inflation 2022 | Carolinas Credit Union League | 16 March 2022 | Online
Venue
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| Event Date | Wed Mar 16 EDT (over 2 years ago) |
| Location | Online |
| Region | Americas |
Details
Strive to provide the best value for their members through lower loan rates, higher deposit rates and more financial services than they can get at other financial institutions. Managing the retail side of the balance sheet has always been difficult due to the ebbs and flows of loan demand and deposit growth. Now throw in rampant inflation, continued high excess liquidity and a rising rate scenario and you can see how difficult balance sheet management in 2022 can be.
The good news is that we don’t have to settle for inconsistent balance sheet performance and sub optimal positioning from a risk perspective. Proper utilization of all the additional tools available through wholesale asset and funding markets can enable management teams to be proactive and flexible in their approach. These two qualities are exactly what is needed in a volatile environment like the one we find ourselves in today.
In this session we will discuss how to utilize wholesale markets to improve and stabilize balance sheet performance while keeping IRR in check. In addition, we will also focus on how these strategies can help management teams consistently meet performance targets, improving the value offered to their membership.
About this session:
• Create a free Zoom account here if you haven't already
• Use this link to register for the session
• Add the meeting to your calendar which includes access instructions
• To enhance security, we're requiring a password to join
• You'll receive the password in your confirmation email and calendar appointment
Speakers
2022 Speaker
Andy Okolski
Director of Credit Union and Municipality Strategies, The Baker Group
Sponsors & Partners
2022 Partners
• Advance Fraud Solution
• Assurant
• Carolinas Credit Union Foundation
• Carolina Credit Union Services
• Cooperative Business Services
• CUNA Mutual Group
• CUNA Strategic Service
• CU Solutions Group
• Dynamic Quest
• Envisant
• FIS
• Love my Credit Union Rewards
• My CU Services
• PCP Group, INC
• Vizo