Economic and Investment Conference

Transcription

1 A Special Event for Financial Officers, Portfolio Managers, CEOs and Board Members Economic and Investment Conference Wednesday, October 26, 2016 Eagan, Minnesota 10:00 am-3:45 pm

2 Economic & Investment Conference This credit union only event is for... CEOs, CFOs Portfolio managers, financial officers Other key credit union executives, ALCO and board members When is it? Wednesday, October 26, :00 am-3:45 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 19, 2016 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 19, 2016, may be subject to an administration fee of $25. Cancellations received after October 19, 2016, are not refundable. CPE Credits Earn CPE credits. Up to 4.5 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 10:15-10:30 am MN Network Update Mark Cummins, CEO, MnCUN Corporate Update Alloya Corporate FCU 10:30 am-12:15 pm Seven Years Later - Why Is Growth so Slow? Tom Slefinger, Balance Sheet Solutions Content: Central Banks have gone to extreme measures to stimulate growth, reducing rates 666 times since the financial crisis of In addition, central banks have engaged in multiple rounds of monetary easing to the tune of $15 billion. Yet, and despite the massive and unprecedented monetary easing, economic growth remains moribund. Explore the key reasons why growth in the U.S. and around the world has stagnated, and what this means for the future of interest rates and the overall investment landscape. Program Level: Intermediate Field of Study: Economics Group Live Session There are no prerequisites or advance preparation necessary for this session. 12:15-1:00 pm Lunch (courtesy of Balance Sheet Solutions) 1:00-3:00 pm U.S. Economy: Where Have We Been, Where Are We Headed? Steven Rick, CUNA Mutual Group Content: Recent economic activity, trends, impact on credit unions, forecast, opportunities, lessons learned Program Level: Intermediate Field of Study: Economics Group Live Session There are no prerequisites or advance preparation necessary for this session. 3:00-3:15 pm Dessert Break (courtesy of Balance Sheet Solutions) 3:15-3:45 pm Debate and Questions Kris Muller, Balance Sheet Solutions (moderator) What to Expect: For the first time at the Economic & Investment Conference, Tom and Steven will participate in an debate focused on economic trends.

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 26, 2016 Registration Form Deadline: Wednesday, October 19, 2016 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 Accommodations are not included. Sorry, no credit card payments. 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 address above. Or, scan and with debit request to jan.stammer@balancesheetsolutions.org. Or, fax form with debit request to (630) Questions/Complaints/Special Needs Patty Moen at (800) , ext. 2423, or patty.moen@balancesheetsolutions.org Rebecca Schlundt at (800) , ext. 2413, or rebecca.schlundt@balancesheetsolutions.org