Financial Mastery

Financial Mastery with Tim Gardner explores key strategies for building a robust balance sheet that thrives in any economic climate. Attendees will learn how to effectively manage yield, liquidity, and risk while also safeguarding assets and capital. Whether navigating market volatility or seeking sustainable growth, this session will provide useful tools for today’s balance sheet managers. With practical insights, you’ll gain the confidence to make informed, strategic decisions, even in an uncertain market.

Taking place on October 28 from 8:00 am to 4:00 pm, attendees will learn:

• Economic & Credit Union Industry Update
  • Changing landscape of asset options for credit unions
    • Subordinated Debt
    • Loan Participations
  • Changing landscape of liability/net worth options for credit unions
    • Advances with call options
    • Subordinated Debt
    • Nonmember deposits
  • Pricing loans & deposits in a dynamic rate environment
  • Balance Sheet Management strategies that to help drive growth
  • Understanding how much income is needed to maintain asset growth and capital levels
  • Interactive session
    • Each credit union will bring their most recent Financial Performance Report
    • As a group we will explore different line items/ratios to look at
    • This will tie in concepts discussed throughout the day to your credit unions financial statements

Location

The OnPath Foundation Room
3131 N. I-10 Service Rd
Metairie, LA 70002

Luminate does not have a hotel block for this program. Recommended hotels in the area are:

• Homewood Suites by Hilton Metairie New Orleans
• New Orleans Marriott Metairie at Lakeway
• Sheraton Metairie – New Orleans Hotel

Educational Investment

Your educational investment is $300 per attendee.*

*For those applying for a grant, the cost of food is $50 and can not be deducted from the cost of registration.

If you have questions, please feel free to contact education@luminate.coop.

Sponsored by TruStage

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