Webinar: Asset & Investment Management Training
Learn to navigate the complex landscape of investment options, all while adhering to regulatory guidelines. This webinar is designed to equip you with the knowledge and strategies needed to excel in credit union investments.
You will learn:
- Why credit unions invest and how credit unions address investing
- Regulatory investment guidance
- Philosophy and strategies
- Current rate environment
- Investment types and portfolio structuring
Who Should Attend?
Credit union staff, directors, and volunteers of Cornerstone affiliated credit unions with assets $100M and under.
Date & Time
Nov. 21, 2023
10 - 11 a.m. CT
Presenter: Chris Hageman
Chris began his credit union career in November 2015 as an AIM Financial Analyst with Millennium Corporate Credit Union’s AIM Service. He earned his Bachelor of Business Administration Degree, with a major in Finance, and a minor in Economics, from Wichita State University in Wichita, Kansas. Chris is a registered representative of CU Investment Solutions LLC, and he maintains his series 63 and 7 securities licenses.
Educational Investment
The Small CU Workshop is FREE to Cornerstone League member credit unions under $100M in assets.
Additional Opportunities
Cornerstone League provides valuable education and support tailored for credit unions with assets less than $100 million.
Questions?
For any questions or comments, please contact Sarah Bowman at 800-442-5762, ext. 6423.