Summary: Join us to explore how strategic investment approaches can strengthen your institution’s ability to fund both employee benefits and charitable giving while navigating evolving market opportunities.

Description: Amid continued earnings pressure, forward-thinking institutions are turning to non-core investment strategies to offset employee benefit obligations and strengthen charitable initiatives. This webinar offers a comprehensive overview of today’s non-core investment landscape and provides a framework for evaluating opportunities aligned with your institution’s goals. Join experts from ALM First as we analyze various investment approaches, risk considerations, and regulatory expectations to help your credit union make informed decisions about benefits prefunding and charitable donation account strategies.

• Understand the regulatory framework and investment authority for credit unions venturing beyond traditional 703 investments for both prefund and charitable donation accounts
• Identify common non-core asset allocations and investment structures
• Develop a framework for assessing risk, return expectations, and accounting implications
• Describe best practices for establishing robust non-core investment programs in alignment with institutional risk parameters

Date: June 25, 2025
Time: 11am-12pm
Primary Speakers: 

Meaghan Mittnacht
Director, Client Service

Michael Oravetz
Managing Director, IMG

Level: Basic
Advanced Preparation: None
Prerequisites: None
Field of Study: Finance
CPE Credit(s): 1
Delivery Method: Group Internet Based
COST: FREE

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