Tri-State

Re:Balance

ALCO SUMMIT

Tuesday, May 6th

Garden Savings Federal credit Union
129 Littleton Rd.
Parsippany, NJ, 07054

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?

Manufacturing sector contraction:

In March 2025, New York’s factory activity saw its sharpest decline in two years. Falling orders and tariffs may drive unemployment up and consumer spending down, impacting credit unions’ loan demand and credit quality.

Hurricanes and natural disasters:

Inflation in the New York metro area continues to rise, straining member purchasing power and shaping interest rate trends. We’ll talk about staying proactive with ALM strategies to protect net interest margins.

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

Attendees include:

With tech discussions led by:

Tri-State Re:Balance Summit

Tuesday, May 6th
at Garden Savings Federal Credit Union

129 Littleton Rd.
Parsippany, NJ, 07054

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!