This session explores strategies for effective loan pricing, including cost and income allocations, creating business units by loan type, and building a profitability framework by credit tier. Content will help credit union leaders understand profitability drivers to proactively manage balance sheets for financial success and mission-driven goals.
We will also examine the risks of managing balance sheets amid economic and interest rate shifts, emphasizing strategic asset allocation and asset-liability management. This session is designed for CEOs, CFOs, and financial professionals seeking practical insights and tools to navigate these challenges.