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Mid-Atlantic Finance & Accounting Roundtable
Credit unions aim to provide the best value for their members through lower loan rates, higher deposit rates and more financial services. However, managing the retail side of the balance sheet has always been difficult due to the ebbs and flows of loan demand and deposit growth. The most recent impacts from COVID-19 have once again highlighted this severe obstacle for balance sheet management. All too often this leads to inconsistent performance and sub optimal positioning from a risk perspective. We will discuss how balance sheet managers can utilize wholesale markets to improve and stabilize retail business lines, especially in adverse market conditions. In addition, we will also focus on how these strategies can help management teams consistently meet budget and planning goals, improving the value offered to their membership.

High Level Topics:
• High level review of COVID-19’s impact on our economy as well as the CU industry in particular
• Investment Strategies for 2020/2021 – Focus on Income & Safety
• Balance Sheet Strategies to enhance performance in a low rate environment
• Allowance for Loan Losses – What to expect and how to prepare

Nov 17, 2020 10:00 AM in Eastern Time (US and Canada)

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