The Financial Strategy Council provides CFOs, CEOs, credit and investment officers, and accounting professionals the opportunity to network with peers, share challenges, and discuss key topics. Council members will dive into the future of the credit union industry, the rapidly changing economy, navigating financial hardship, diversifying portfolios, and more.


NWCUA LIAISON

John Trull
VP, Regulatory Advocacy
jtrull@nwcua.org
503.350.2209

UPCOMING SESSIONS

Session 3 – Tues, Nov. 2

2021 COUNCIL SESSION DETAILS & REGISTRATION

Session, Date, & TimeDescriptionRegistration & Agenda
Session 3
Tues, Nov. 2
9:30 a.m. - 12 p.m. PDT
10:30 a.m. - 1 p.m. MDT
We look forward to our next Financial Strategy Council Meeting on Nov. 2. One of the items on the agenda will be Leveraging Consumer Loan Pricing for Better Results. Abrigo’s Daryl Mataya will present this topic. Setting up a loan modeling mechanism with the discipline that goes with it is not trivial. These efforts clearly take time and have additional costs associated with the software, data gathering, strategy assistance, and reporting results.

We will address the potential return we get on this investment. How can we make better decisions and get better results?

To address the topic, we will cover:
The most common and valuable outputs of a pricing model.
Institution level measures can tell us if we are doing better at loan pricing.
Can pricing information be used to justify a strategy change?
Can we offer a loan that the market seems to want but that we do not?

In addition, we hope to cover additional topics of interest and make time for a group discussion.
Register

COUNCIL MEMBERSHIPS

Want to bring your team? With a Council Membership, your credit union may send an unlimited number of staff members to attend all Council meetings within that discipline.

MembershipPricingRegistration
Power User Membership
Allows your credit union to send an unlimited number of staff to all Council meetings in 2021.

Membership: $1599
Small CU Membership*: $1289
Register
Financial Strategy
Allows your credit union to send an unlimited number of staff to three Financial Strategy Council meetings in 2021.

Membership: $469
Small CU Membership*: $399
Register
Individual User Pass
Allows one individual from your credit union to attend one Council meeting of their choice in 2021.

Pass: $119
Register
*Small Credit Unions are distinguished by having less than $100 million in assets.

Scholarships

Foundation LogoContinued education and training of credit union employees helps keep the Credit Union Movement vibrant and competitive in the financial marketplace. We understand this can take a significant commitment of time and money.  The Northwest Credit Union Foundation provides professional development scholarships awarding up to $1,000 per year for selected applicants.  Learn more on the  NWCUF website.

Questions or Cancellations?

There is a listerv associated with this Council, email training@nwcua.org to be added.

This program is open to NWCUA Member and Associate Member credit union employees only. For more information about the Northwest Credit Union Association’s Council program, or assistance with registration, please contact  Mark Gonzalez, Sr. Manager of Member Engagement.