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Industry Update for Planning & Budgeting
To survive and thrive in our ever-changing economy and competitive market, financial professionals need to understand industry trends, economic conditions, and profitability tips. Join our team of experts to prepare for the upcoming budgeting and forecasting activities for 2023. After attending this session, participants will have a clear picture of our expectations for the financial institution industry, interest rates, and more for 2023.
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Charley McQueen
President & CEO @McQueen Financial Advisors
Charley McQueen is the President & CEO of McQueen Financial Advisors, which he founded in 1999. McQueen Financial focuses on providing financial institutions with specialized investment and consulting services for long-term success. He oversees McQueen Financial Advisors core services of Investment Portfolio Management, Asset/Liability Management, Mortgage Servicing Rights Valuations, Merger Valuations, CECL and tactical consultations. Charley regularly presents on topics such as CECL, Profitability, Liquidity Planning, Investment Management, and Asset Liability Management. He also provides clients with strategic consulting services, which include Board of Directors education, management of team challenges, and long-term financial success.
Dan Martin
Senior Consultant @McQueen Financial Advisors
Dan is the leader of McQueen Financial Advisors' Transaction Advisory and Valuation Group, where he leads the mergers and acquisitions and strategic advisory practice for financial institutions and financial service-related businesses. Dan is a trusted advisor to many clients providing strategic, financial, and operational knowledge. His experience includes guiding clients through complex transactions, educating executive teams and boards of directors as well as developing strategic business, financial and operational plans.
Craig Sicilia
Chief Investment Officer/Managing Director @McQueen Financial Advisors
Craig is the Chief Investment Officer/Managing Director at McQueen Financial Advisors. McQueen Financial focuses on providing institutions with specialized investment and consulting services for long-term success. Craig oversees McQueen Financial Advisors Investment Portfolio Management division that has a combined value in excess of $12 billion. With over 30 years of experience, his knowledge of finance, banking and investments is well recognized and sought out in the banking and credit union communities. Craig has extensive experience, and is considered an expert, in asset allocation, fixed income investment analysis, portfolio structuring, security purchases and sales and interest rate risk management. Craig is a graduate of both Oakland University, with a BBA in Management and the Stonier Graduate School of Banking. In his free time, he enjoys spending his time outdoors golfing, flyfishing and skiing. Craig, his wife Kimberly, 2 children and 2 dogs reside in Bloomfield Hills, MI.
Heather Schepperly
Vice President/ALM Director @McQueen Financial Advisors
Heather is the Vice President and Director of the Asset Liability Management (ALM) Group. Since joining McQueen Financial Advisors in 2008, Heather has been an integral part of the expansion and development of interest rate risk services including targeted ALM Reports, Simulations, Validations and Policy development. Heather applies her broad knowledge and keen analytical skills to assisting clients with their Interest Rate Risk management and ALM process. She leads a dedicated team of financial professionals to deliver comprehensive financial performance and risk analysis, reporting, scenario testing, strategic planning, and education to help clients improve their ALM risk management practices and comply with rigorous regulatory requirements. Heather is always available to discuss issues and recommend concrete solutions so clients are able to make informed decisions in managing risk.