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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.

This year's 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 – covers 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 – outlines institutional investing, specific investment instruments, bond accounting, and investment strategy and portfolio analytics. 

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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