Future Live Session

Thursday, October 12, 2017
More information coming soon!

Connection Webinar

Risk Management & Enhancing Investment Decisions

Thursday, August 10, 2017 ~ 2:00 pm (ET)

Risk management involves understanding, analyzing and addressing risk to ensure your credit union achieves its objectives. During this webinar, we will look at investment risks and how to enhance your investment decisions. 

What you will learn:


Michael Finley, Senior Portfolio Analyst

Michael is responsible for conducting portfolio analysis and financial market research. His efforts support efficient and productive value-added services for Balance Sheet Solutions’ national fixed income sales force. In addition, Michael assists the Director of Institutional Fixed Income Sales with the design and distribution of client-based fixed income portfolio strategies, bond swap tactics and analytical reports. Other responsibilities include responding to time-sensitive inquiries with economic statistics, market analytics and research results.

Patty Moen, Institutional Fixed Income Sales Representative

Patty has been in the financial solutions arena for more than 10 years, including joining Balance Sheet Solutions in 2003. As an Institutional Fixed Income Sales Representative, she collaborates directly with CEOs and CFOs to expand their available investment options and realize their balance sheet strategies. From fixed income investment options – including marketable securities – to brokered certificates (SimpliCD), Patty offers access to a wealth of resources. Credit union decision makers regularly use her services, not only for their investment portfolio needs, but also to strengthen their overall balance sheet.

Connection webinars will be conducted on a regular basis throughout the year. To register for this upcoming event, please click here.