Bay Area

Re:Balance

ALCO SUMMIT

Wednesday, February 19th

Patelco Credit Union
3 Park Pl
Dublin, CA, 94568

 

RSVP here:

Note: If you don’t see a form above, your browser or firewall may be blocking it.

Please email Jana at jjordaan@cu-2.com to RSVP manually!

it's all about

balance

CEOs, CFOs, and CLOs, take note!

This event, led by CU 2.0 and Painted Hills CUSO, focuses on balancing assets to reduce risk and power growth.

Get ready for discussions on balance sheet management, advanced ALCO strategies, and industry best practices for the coming year.

It’s a great opportunity for any key member of your team to gain insights and share experience with your peers.

Key topics:

  • Balance sheet management
  • ALCO strategies
  • ALM best practices

Agenda

  • 10:00 AM: Pastries and networking
  • 10:30 AM: First session
  • 12:30 PM: Catered lunch
  • 1:00 PM: Second session
  • 2:30 PM: Conclusion and networking

Why attend the Re:Balance Summit?

Learning:

  • Navigate Economic Changes:
    With a new president and shifts in Federal Reserve policies, 2025 promises significant economic developments that will impact credit unions nationwide.

  • Optimize Profitability:
    Learn how to maintain and improve profitability amid declining interest rates and margin compression.

  • Stay Ahead of Regulatory Changes:
    Gain insights into potential regulatory shifts and how to adapt swiftly to new compliance requirements.

  • Manage Risks Effectively:
    Discuss strategies to handle increased prepayments, refinancing activities, and liquidity management challenges.

  • Enhance Credit Quality:
    Explore ways to strengthen credit risk management in an uncertain economic environment.

Highlights:

  • Interactive Round-tables:
    Focusing on key ALCO risks and opportunities for 2025, facilitated by industry experts

  • Balance Sheet Optimization Strategies: Deep dive into Participations, Buy/Sell/Trade, Derivatives, Subordinate Debt, and Managing Excess Deposits, Loan Pricing Strategies

  • Credit Union Attendee Specific:  Insights and Recommendations and discussions

  • Facilitated Discussions: Engage in open dialogues with peers to share insights and best practices

  • Networking Opportunities: Connect with industry leaders and build relationships that support ongoing collaboration

With tech discussions led by:

cu 2.0 logo png
quilo fintech logo

Bay Area Re:Balance Summit

Wednesday, February 19th
at Patelco Credit Union

3 Park Pl
Dublin, CA, 94568

Register to attend here:

Note: If you don’t see a form above, your browser or firewall may be blocking it.

Please email Jana at jjordaan@cu-2.com to RSVP manually!