Economic and Investment Conference

Transcription

1 A Special Event for Financial Officers, Portfolio Managers, CEOs and Board Members Economic and Investment Conference Wednesday, October 24, 2018 Eagan, Minnesota 10:00 am - 3:00 pm

2 Economic & Investment Conference This exclusive credit union event is for... CEOs, CFOs Portfolio managers, financial officers Other key credit union executives, ALCO and board members When is it? Wednesday, October 24, :00 am - 3:00 pm Where is it? Royal Cliff Banquet & Conference Center 2280 Cliff Road Eagan, MN Cost $100 per person registration form enclosed, or register online at Registration Deadline Wednesday, October 17, 2018 Hotel Information Discounted hotel rooms are available on a first-come, first-served basis until they are sold out at a rate of $ per night. Call Holiday Inn Express & Suites at (651) and ask for the block rate for Alloya - Balance Sheet Solutions. Cancellation/Refund Policy Your registration is transferable to another person at your credit union by notifying Balance Sheet Solutions. Cancellations received on or before October 17, 2018, may be subject to an administrative fee of $25. Cancellations received after October 17, 2018, are not refundable. CPE Credits Earn CPE credits. Up to 4.0 credits are available. Balance Sheet Solutions, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: Balance Sheet Solutions, LLC, is a Securities and Exchange Commission (SEC) registered investment advisor. Broker/Dealer transactions are facilitated through CU Investment Solutions, LLC (member FINRA/SIPC).

3 Schedule 10:00-10:15 am Registration and Coffee 10:15-10:35 am MN Network Update Mark Cummins, CEO, Minnesota Credit Union Network Corporate Update John Collins, Senior Vice President, Risk Management & Administration, Alloya Corporate FCU 10:35 am - 12:00 pm Normalization: From Stability to Volatility Tom Slefinger, Senior Vice President, Institutional Fixed Income Sales, Balance Sheet Solutions Content: The Fed and global central banks are beginning to normalize interest rates and unwind trillions of Treasury, agency and mortgage-backed securities. In this session, we will discuss how normalization could impact the economy and markets. Field of Study: Economics Delivery Method: Group Live Program Level: Intermediate Prerequisites / Advanced Preparation: None 12:00-12:45 pm Lunch (courtesy of Balance Sheet Solutions) 12:45-3:00 pm U.S. Economy: Where Have We Been, Where Are We Headed? Steven Rick, Chief Economist, CUNA Mutual Group Content: In this session, we will analyze how economic activity and trends in today s market are affecting credit unions. From there, we will examine opportunities that are available and review lessons learned. Field of Study: Economics Delivery Method: Group Live Program Level: Intermediate Prerequisites / Advanced Preparation: None

4 Our Presenters Tom Slefinger As Senior Vice President of Institutional Fixed Income Sales, Tom s primary role is to develop and manage operations associated with Institutional Fixed Income Sales with ISI. In addition to providing strategic direction to the overall group, Tom is heavily involved in analyzing portfolios, developing investment portfolio strategies and identifying appropriate sectors and securities with the ultimate goal of optimizing investment portfolio performance at the credit union level. Steven Rick As the Chief Economist for CUNA Mutual Group, Steven is responsible for strategic research, analysis and financial services industry forecasting with special emphasis on the consumer and credit union markets. He publishes the monthly Credit Union Trends Report and he has authored a textbook on asset-liability management for credit union executives. Steven holds a senior lecturer position with the Economics Department at the University of Wisconsin, where he teaches the money & banking and macroeconomics courses.

5 Cost $100 per person Economic and Investment Conference October 24, 2018 Registration Form Deadline: Wednesday, October 17, 2018 Credit Union Telephone Fax How many people from your credit union are attending? people at $100 (each) = $ grand total Please list participants. Attach extra sheet if necessary. 1) CPE credits Yes No 2) CPE credits Yes No 3) CPE credits Yes No Payment Options Please note that hotel accommodation costs are not included in the registration fee. Credit cards are not accepted as a method of payment at this time. Debit I authorize Alloya Corporate FCU to debit the applicable registration fee(s) from my credit union s share account. Total $ Debit Account # Authorized Name Authorized Signature Share draft Make payable to Balance Sheet Solutions, LLC. Send to: Balance Sheet Solutions, LLC, attn: Jan Stammer 184 Shuman Boulevard, Suite 400 Naperville, IL Send to the address above. Or, scan and with registration form to jan.stammer@balancesheetsolutions.org. Or, fax to (630) Questions/Complaints/Special Needs Patty Moen at (800) , ext. 2755, or patty.moen@alloyacorp.org Rebecca Schlundt at (800) , ext. 2757, or rebecca.schlundt@balancesheetsolutions.org