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Catalyst Strategic Solutions Institute

Catalyst CAT_StrategicSolutionsInstitute_Logo-01 Catalyst Strategic Solutions Institute is a web-based curriculum for credit union professionals, such as accounting staff and aspiring CFOs, as well as volunteers seeking a deeper understanding of credit union and institutional finance.

The 2016 Strategic Solutions Institute will include three series of webinars:

  • Investment Fundamentals Series – provides a strong base of knowledge about various sectors credit unions invest in as well as portfolio analytics and common portfolio strategies. This series will offer CPE credit as live events and a program certificate for those participating in all four live events.
  • Asset-Liability Management Series – offers CPE as live events as well as a program certificate for its three webinars, which will cover fundamental concepts, ALM reporting and how to use ALM intelligence in strategic decision-making. These sessions will be presented by ALM practitioners who work with credit unions and their balance sheet concerns every single day.
  • Balance Sheet Management Series – five part series available on-demand to accommodate the busy schedules of professionals and volunteers seeking to expand their knowledge of financial management principles. Topics include institutional investing, specific investment instruments, bond accounting, and investment strategy and portfolio analytics. Individuals completing all five on-demand webinars and a final exam are eligible for a program certificate.

Catalyst Strategic Solutions Institute participants can attend the web-based programs from the comfort of their own home or office. Sessions are free, but registration is required, as class size is limited. Each participant receives a Certificate of Completion following completion of the program.





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