2023 Economic
& Payments Forum

September 18-20, 2023
Renaissance Legacy West Hotel
Plano, Texas

Please Note: later start and stop times for this year's Forum.

Speaker Bio


Steven Houle, CFA, FRM

VP/CCO – Advisory

Steven is responsible for managing the day-to-day operations of the Advisory Service and setting its long-term strategic direction. He also works directly with credit unions to assist them with their strategic financial and investment management endeavors.

Steven joined the Catalyst Strategic Solutions team in 2006. Previously, he worked at Concentra Financial, where he was responsible for managing the investment and derivative portfolios of client financial institutions, including credit unions, in Western Canada. His other key roles included analyzing interest rate risk simulation results and key performance indicators of client credit unions and recommending appropriate strategies while considering the balance sheet positions and the economic environment.

Steven graduated from the University of Regina with a bachelor's degree in business administration. He holds Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations.