Los Angeles

Re:Balance

ALCO SUMMIT

Tuesday, February 11th

CU SoCal Headquarters
8101 E. Kaiser Blvd.
Suite 300
Anaheim Hills, CA, 92808

RSVP here:

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

it's all about

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:

Agenda

Wildfire impact on credit unions:

We’ll address the attendant financial strain, including mortgage delinquencies, insurance payouts, and liquidity management strategies.

Regulatory pressures in California:

We’ll explore how regulations around ESG factors impact credit union investment and lending decisions.

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.

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