Catalyst News

Forum 2019 Kicks off with Strategies for your Balance Sheet

by Catalyst Corporate | Jun 25, 2019

Catalyst Corporate is kicking off this year's Economic and Payments Forum, Monday, September 30, with a full day of balance sheet management strategies from Catalyst Strategic Solutions advisory and ALM professionals.

This list of experienced in-house speakers includes Managing Principal, Mark DeBree; Vice President – Advisory Service, Steven Houle; ALM Client Services Manager, Aaron Martini; Senior Advisor, Mark Wert and Advisor, Jonathan Jackson.

Interest rate outlooks. Yield curve movement. Liquidity Management. Strategic Planning.

The speaker lineup will encompass expert presentations, thought provoking content and a panel discussion on a wide range of industry topics from the ebb and flow of liquidity management to strategic planning with a purpose.

The agenda includes:

8:45 AM | 2019 Economic Overview: What’s Important Now & What Lies Ahead - Steven Houle

10:00 AM | Insights into the Performance of your CU’s Loan Portfolio - Mark Wert

11:15 AM | Effectively Managing the Ebb & Flow of Liquidity - Jonathan Jackson

1:30 PM | Positioning Your Credit Union for the Next Economic Cycle - Mark DeBree

2:45 PM | A Deeper Understanding of Non-Maturity Deposits - Aaron Martini

4:00 PM | Panel Discussion - Plan with Purpose: Tips for Successful Strategic Planning

Get credit.

Attendees can also earn CPE credits for attending Forum. Catalyst Corporate will award up to 20 CPE credits in the economics, finance, communications/ marketing, information technology and specialized knowledge fields of study for attendance at this event. The event provides a basic program level and no prerequisites or advance preparation is required. Speakers will provide strategic financial management insights and economic outlooks, along with the latest and most pertinent payment trends.

Get registered.

For decades, Catalyst Corporate has been dedicated to delivering the latest economic insights and current payment trend information through its annual Forum meeting. Now in its 41st year, the purpose and mission still holds true: to provide credit unions with valuable economic information and innovative strategies.

Join Catalyst Corporate at the 2019 Economic & Payments Forum. Early bird registration is now open! For complete details, visit