Mid-Atlantic Finance & Accounting Roundtable: Balance Sheet Management in a Rising Rate Environment | September 21, 2022

Event Information

September 21, 2022 | 9 am - 10:30 am EST
Online (Zoom)

Join us on September 21, 2022 for the Mid-Atlantic Finance and Accounting Roundtable session, presented by The Baker Group. 

In this session, Andrew Okolski, Director of Credit Union Strategies will cover:

• Examiner Expectations for 2022: How the NEV supervisory test behaves in a rising rate environment
• NCUA RBC Changes and What They Mean to Credit Unions
• Balance Sheet Management in a Rising Rate Environment: How to navigate through the Feds new policies
• Increasing Balance Sheet Performance: Creating and executing successful balance sheet strategies

Who Should Attend? All credit union finance professionals (CEO, CFO, and VP of Finance)

SPEAKER

Andrew Okolski is the Director of Municipality Strategies at The Baker Group. He works directly with clients in a broad range of areas including ALM, education, portfolio management, interest rate risk management, strategic planning, regulatory issues, and wholesale market strategies for credit unions. Before joining the firm, he spent fifteen years building and managing a financial strategies group at a New York broker/dealer with a specific focus on Government Entities. Andy holds a Bachelor of Business Administration Degree from Long Island University – C.W. Post.