On-Demand Training
Financial Management
The Quarterly Insights & Outlooks webinars will address key areas of concern for credit unions relative to the current and future state of the economy. Panelists will offer ideas and concepts to consider, including strategies for credit union balance sheets, inflation, financial markets, consumer spending, interest rates; and a perspective on how these factors will influence loan demand, investments, liquidity, pricing and more. Scheduled to occur after the Fed's January, May, July and October meetings, these timely events are sure to boost your awareness and preparation for the months and years to come.
Derivative hedging, a key strategic tool for managing interest rate risk, is gaining momentum with credit unions. Find out why. Join our team and other industry experts for a holistic review of derivatives. During this session, you'll learn more about:
- Fair value & cash flow hedging strategies
- Swap and option pricing
- Key components of hedge accounting
- Counterparty documents and collateral management processes
- Over-the-counter versus cleared derivatives
- How to prepare for your regulatory exam
Handouts:
Learn how subordinated debt can drive value at your credit union (issuing or investing), the issuance and investing process, market rate indications and why starting the process now makes strategic sense.
The Quarterly Insights & Outlooks webinars will address key areas of concern for credit unions relative to the current and future state of the economy. Panelists will offer ideas and concepts to consider, including strategies for credit union balance sheets, inflation, financial markets, consumer spending, interest rates; and a perspective on how these factors will influence loan demand, investments, liquidity, pricing and more. Scheduled to occur after the Fed's January, April, July and October meetings, these timely events are sure to boost your awareness and preparation for the months and years to come.
As we look toward 2026, evolving market dynamics, rate expectations and liquidity pressures continue to shape how credit unions manage their balance sheets. Join our experts for a forward-looking discussion on optimizing balance sheet positioning and implementing effective hedging strategies to navigate uncertainty and protect margins in the year ahead.
Key Takeaways:
- Insights into current and expected interest rate environments and their impact on balance sheet strategy
- Best practices for developing or refining an interest rate hedging framework
- How to align your credit union's risk profile with strategic growth objectives for 2026
The Quarterly Insights & Outlooks webinars will address key areas of concern for credit unions relative to the current and future state of the economy. Panelists will offer ideas and concepts to consider, including strategies for credit union balance sheets, inflation, financial markets, consumer spending, interest rates; and a perspective on how these factors will influence loan demand, investments, liquidity, pricing and more. Scheduled to occur after the Fed's January, May, July and October meetings, these timely events are sure to boost your awareness and preparation for the months and years to come.
The Quarterly Insights & Outlooks webinars will address key areas of concern for credit unions relative to the current and future state of the economy. Panelists will offer ideas and concepts to consider, including strategies for credit union balance sheets, inflation, financial markets, consumer spending, interest rates; and a perspective on how these factors will influence loan demand, investments, liquidity, pricing and more. Scheduled to occur after the Fed's January, May, July and October meetings, these timely events are sure to boost your awareness and preparation for the months and years to come.
Payments
Discover how Catalyst’s Dynamic Digital Payments Platform is reshaping the future of payments for credit unions. In this focused session, we’ll show how smarter, safer and more adaptive payment flows can boost fraud detection, strengthen transaction decisioning and deliver faster, more reliable payments – without adding operational complexity. Join us to learn how credit unions can modernize their payment strategy while protecting members and preserving trust.
In this BAI hosted session, Catalyst experts, Glenn Wheeler and Mark Keeling, explore real-world credit union case studies of adopting FedNow, from technical integration to member-facing use cases and operational impact. You’ll hear how instant payments support everything from mobile banking to direct lending and gain practical insights you can apply to your own institution. We’ll also discuss best practices and lessons learned to help credit unions of any size plan their own FedNow journey. HANDOUTS
Join us for a unique opportunity to hear directly from the Federal Reserve about the FedNow® Service – its mission, features, and the future of instant payments. Learn how this innovative payment rail is enabling real-time, around-the-clock money movement for financial institutions of all sizes. Whether you're just exploring FedNow or preparing to implement it, you'll gain practical knowledge to strengthen your payment strategy and better serve your members. HANDOUTS
Credit unions using Corelation as their core provider are invited to join payment experts and credit unions live on the FedNow® Service for this webinar. Attendees will gain insights into the service and implementation, including use cases from current users. HANDOUTS
Credit unions using the Jack Henry Symitar core are invited to join payment experts and credit unions live on the FedNow® Service for this webinar. Attendees will gain insights into the service and implementation, including use cases from current users. Subject matter will include both Jack Henry in-house and external service bureau Symitar EASE™ solutions. HANDOUTS