Roundtable Event

Smart Deposit Strategy - NOW not Later

02.21.2018 - 02.21.2018 (cfo)

1 pm central Online via Adobe Conenct

Download the Slides

Read the Executive Summary

 

 

The loan-to-asset ratio of the industry continues to grow, contributing to a liquidity strain we haven't seen in years.  This strain is compounded by complex changes in the competitive environment happening at lightning speed, millennials who are redefining banking, and an aging depositor base.  
 
For many credit unions, it is not unusual to have more than 65% of deposits with members who are 60 years old or older AND the largest slice of borrowers in their 50s. 
 
While it may not feel like a problem today, these trends shouldn’t be ignored.  
 
Join us to hear: 

  • How to identify strategic deposit acquisition and mix issues that are brewing
  • Why you need to start thinking creatively NOW about sustainable deposit acquisition, and not simply relying on traditional means of attracting deposits
  • Effective ways to communicate these issues to non-financial decision-makers, so they can help create solutions that align with your credit union’s unique strategy
  • Several ways to use readily available member data to deliver compelling messages that are easy to understand

Rob Johnson
Meet Your Speaker:  Rob Johnson, Executive VP & Principal,  C. myers 

Rob, one of five c. myers owners, has a reputation for deep, original thinking on asset/liability management and every conceivable modeling methodology, as well as analysis of investments, liquidity, aggregate risk, concentration risk, and other related topics. He has helped credit unions of all sizes tackle some of their toughest challenges, such as rebuilding capital and navigating safely and soundly with the smallest of margins.  Within c. myers, Rob spearheaded the development efforts of our proprietary software, including the Interactive Decision Model, Interactive A/L Budget Model, and Liquidity Analysis.  Rob also oversees our team that conducts model validations on a regular basis.  


 

December

Cross Council Event Schedule

Date Discipline Title Type Tuition  
 
12.05.2017 12.06.2017
O & ME
 

CUNA Disaster Recovery Workshop

CONFERENCE$795 ($995 after October 5, 2017) – Council members get 10% offRegister
More Info
 
10.19.2017 12.14.2017
CFO
 

CUNA Financial Management Advanced eSchool

ESCHOOL$1,095 ($1,295 after Sept. 18, 2017) - Council members get 10% offRegister
More Info
 
12.14.2017
CFO
 

Rate Environment Trends and new Accounting Standards Update

ROUNDTABLEFree for Council members 
 
12.12.2017 12.19.2017
M & BD
 

CUNA Best Practices for Making Your Website a Digital Branch e-School

ESCHOOL$495 ($595 after Nov. 11, 2017) - Council members get 10% offRegister
More Info