Credit Union Regional Luncheon "The Crisis is Over"
Complimentary Event | Hosted by Trust for Credit Unions

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February 18, 2010
ABECU
1001 Lynch Street
St. Louis, MO
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March 4, 2010
Affinity FCU
73 Mountain View Blvd.
Basking Ridge, NJ
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March 9, 2010
Suncoast Schools FCU
6801 E. Hillsborough Ave
Tampa, FL

Luncheon Agenda:


10:30AM - 11:15AM The State of the Credit Union Industry: What is in store for the next few years?
What do 2009 year-end trends look like for our industry? Are credit unions reaching a tipping point in 2010? What might be the picture moving forward?
Speaker: Jon Jeffreys, Vice President Callahan Financial Services

11:15AM - 12:00PM Balance Sheet Optimization and Fixed Income Strategies
How do you make the most of members' high saving trends given the low rate environment? What is the Fed doing and how will that affect your credit union?
Speaker: Mike Philbin, VP, Callahan Financial Services

12:00PM- 1:30PM On-site luncheon and Roundtable Discussion (Lunch to be provided)
This is an opportunity to network with top-level credit union executives. The dialogue will be shaped around credit risk, the corporate rule proposal and credit union ALM strategies.

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Contacts:

Jonathan K. Jeffreys
Vice President
jjeffreys@trustcu.com
202-223-3920 x355

Michael Philbin
Vice President
mphilbin@trustcu.com
703-421-7005

Sara Gaab
Marketing Coordinator
sgaab@trustcu.com
202-223-3920 x168

Ryan Sherwin
Account Executive
rsherwin@creditunions.com
202-223-3920 x 144