Speaking Engagements

current events | past events

WIB Webinar: Managing Risk in Your Mortgage Portfolio

June 29, 2017

Jason Haley, Managing Director, Investment Management Group
Alec Hollis, CFA, Director, ALM Strategy Group
4 p.m. CST
Click here to register

WIB Webinar: Balance Sheet Management Series: Earning & Profitability Analysis

July 26, 2017

Robert Perry, Principal, ALM & Investment Strategy
Alec Hollis, CFA, Director, ALM Strategy Group
4 p.m. CST
Click here to register

WIB Webinar: Balance Sheet Management Series: Economic Value Analysis

July 27, 2017

Robert Perry, Principal, ALM & Investment Strategy
Alec Hollis, CFA, Director, ALM Strategy Group
4 p.m. CST
Click here to register

American Share Insurance Examiners Training

August 7-10, 2017

Kevin Kirksey, Principal, Strategic Solutions Group
Columbus, OH
TOPIC: ALM

Ohio Credit Union Day

August 14, 2017

Kevin Kirksey, Principal, Strategic Solutions Group
Columbus, OH
TOPIC: Interest Rate Risk

WIB Webinar: The Profitable Side of Risk Management

August 16, 2017

Robert Perry, Principal, ALM & Investment Strategy
Alec Hollis, CFA, Director, ALM Strategy Group
4 p.m. CST
Click here to register

WIB Webinar: Capital Planning & Stress Testing

August 22, 2017

Brandon Pelletier, Director, Strategic Solutions Group
4 p.m. CST
Click here to register

TCU Quarterly Trendwatch Webinar

August 24, 2017

Jason Haley, Managing Director, Investment Management Group
1 p.m. CST

TCU Quarterly Trendwatch Webinar

August 24, 2017

Jason Haley, Managing Director, Investment Management Group
10:30 a.m. CST

WIB Webinar: M&A Strategies for Capital Enhancement

August 29, 2017

Kevin Kirksey, Principal, Strategic Solutions Group
4 p.m. CST
Click here to register

WIB Webinar: Strategies to Remain Independent

September 5, 2017

Kevin Kirksey, Principal, Strategic Solutions Group
9 a.m. PST
Click here to register

WIB Education & Summit Expo

September 18, 2017

Kevin Kirksey, Principal, Strategic Solutions Group
Carlsbad, CA
11:10 a.m. - 12:10 a.m.
TOPIC: Capital Planning & Stress Testing

Moss Adams 17th Annual Community Banking Conference

September 26, 2017

Kevin Kirksey, Principal, Strategic Solutions Group
Huntington Beach, CA

Cooperative Credit Union Association Annual Meeting & Convention

October 11, 2017

Emily Hollis, CFA, Chief Executive Officer
12 p.m. CST

TCU Quarterly Trendwatch Webinar

November 8, 2017

Jason Haley, Managing Director, Investment Management Group
1 p.m. CST

TCU Quarterly Trendwatch Webinar

November 9, 2017

Jason Haley, Managing Director, Investment Management Group
10:30 a.m. CST