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Economic Update
It is hard to believe we are already approaching the end of the year. We will revisit our mid-year economic predictions and our focus on liquidity.
Join us to learn the following:
1. Interest rate projections
2. Loan growth options
3. Investment strategies
4. Deposit and Liquidity Discussion

00:59:00

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Speakers

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.