Arrowhead Chapter of Credit Unions Hosting Education & Networking Event

The Arrowhead Chapter is hosting an education and networking opportunity open to credit unions from other chapters. The Arrowhead Chapter and the Credit Union Investment Strategy Group of Oppenheimer & Co., Inc. is hosting a one-day Economic Update and Roundtable Discussion. 

Date: Thursday, August 10 
Target Audience: Credit Union CEOs, CFOs, and other CU Management Participants 
Cost: FREE 
Location: Members Cooperative CU, West Duluth Facility
​4628 Mike Colalillo Drive
​Duluth, MN
Time: 10:00 am - 11:00 am - Chapter Roundtable Discussions
11:00 am - 2:30 pm - Economic Sessions & Lunch
Lunch: Lunch is included at no cost (courtesy of the CU Investment Group)
RSVP by August 1 to: Doug Wolf, President/CEO of Northwoods CU, at [email protected].

Education Session Topics*:
Part I: The Current Economic and Interest Rate Environment

• How did we get to the current Inverted Yield Curve
• Outlook for Fed Fund Futures
• Recession? Mild, Normal, Deep

Part II: The Impact of Fed Policy, Liquidity, and the Inverted Yield Curve for your Credit Union

• Unrealized AFS Losses - NCUA Scrutiny
• Impact on CU Balance Sheet and NIM Compression
• Investment Planning and Yield Curve Strategies

Part III: What Investment Strategy Solutions Could Benefit From the Inverted Yield Curve to a Normalized Yield Curve - Using the Right Tool for the Right Job

• Protecting Investment Income - What to avoid
• Protecting Investment Income - With selected investments
• Enhance Investment Income
• Interest Rate Risk "Friendly" investments

*could have slight adjustments if markets change