Webinar: Liquidity Trends and Critical Issues, Given Rising Interest Rates

Hosted by: Accounting & Finance Council

Date: Wednesday, August 22, 2018
Time: 2:00 p.m. - 3:00 p.m. CST


This presentation will review balance sheet and liquidity trends for credit unions and provide strategies for managing tighter liquidity profiles.

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Accounting & Finance Council Members: FREE
Non-Accounting & Finance Council Members:
(includes 2018 Accounting & Finance Council membership)

Presenter - Steven Houle, Catalyst Corporate FCU

Steven HouleSteven is responsible for managing the day-to-day operations of the Advisory Service and setting its long-term strategic direction. He also works directly with credit unions to assist them with their strategic financial and investment management endeavors.

Steven joined the Catalyst Strategic Solutions team in 2006. Previously, he worked at Concentra Financial, where he was responsible for managing the investment and derivative portfolios of client financial institutions, including credit unions, in Western Canada. His other key roles included analyzing interest rate risk simulation results and key performance indicators of client credit unions and recommending appropriate strategies while considering the balance sheet positions and the economic environment.

Steven graduated from the University of Regina with a bachelor's degree in business administration. He holds Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations.

For questions about this webinar or the council program, please contact Cristina Martinez at cmartinez@cornerstoneleague.coop or 800-442-5762 ext. 6403.