This recorded event is available until February 15, 2014.

This eSchool is designed to give participants fundamental knowledge of fixed-income investing as it relates to permissible investments at their credit union.

This event is produced by the CUNA Center for Professional Development and endorsed by the CUNA CFO Council.

All CUNA CFO Council members receive this eSchool for $399 (originally $1,095). For more information, click here.

Who Should Attend

This eSchool is beneficial for board members, credit union financial staff and senior executives interested in gaining fundamental knowledge of fixed income investing. Affiliation with CUNA/League is required for attendance.

Robert Perry

Robert joined ALM First Financial Advisors in 2010. As a financial advisor for the firm, Robert is primarily responsible for developing objective ALM and investment strategies appropriate for client risk profiles. He also designs 'what-if' analyses to test client balance sheet exposure to various scenarios and formulates suggested action plans to maximize client performance within preset risk parameters. Robert previously served as managing director of the ALM and Investment Strategy division of DataTech Management in Los Angeles, California, and chief investment officer for First Coastal Bank in Manhattan Beach. Previously, Robert was a principal and product portfolio manager at Smith Breeden Associates, Inc., where he managed Smith Breeden's Enhanced Cash and Enhanced Equity Strategies. From 1996 to 2006, he managed Smith Breeden's bank consulting group which included the non-discretionary asset management and risk-reporting businesses. Robert has more than 24 years of experience in the banking and bank-consulting businesses. Over his career, he has spoken at many conferences, performed board of directors education and consulted with many financial institutions in the areas of ALM and Investment Strategy.

Stacey Wilkerson

Stacey joined ALM First Financial Advisors in 2005. As a financial advisor for the firm, Stacey is primarily responsible for developing objective ALM and investment strategies appropriate for client risk profiles. She also designs 'what-if' analyses to test client balance sheet exposure to various scenarios and formulates suggested action plans to maximize client performance within preset risk parameters. Stacey has also been instrumental in developing and implementing the firm's online services, including ALM First On-Demand and the Liquidity Forecast Model. Prior to joining ALM First, Stacey was the commercial card project manager at Electronic Data Systems (EDS), where she served as a computer programmer for six years. Stacey holds an MBA with a concentration in financial services from the University of Dallas; and a bachelor's degree in finance, management information systems, and general business from Texas Tech University in Lubbock.

Live Session

This is a recording of an event held July 11, 2013. View upcoming events.

Sessions

Only interested in a specific topic? Select individual sessions are available for $219-$438 each.

• Understanding Macro Dynamics
• Advanced Portfolio Modeling
• Advanced Portfolio Strategy
• Bond Swaps
• Hedging Strategies
• Pricing Options

CUNA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

CPE Credits: Group Internet-based credits for this eSchool are being determined. No advance preparation or prerequisites are required. For more information regarding administrative policies, such as complaint and refund, please contact CUNA at 800-356-9655, ext. 4249. To view all programs that offer CPE credits, click here.

To provide more credit union staff the opportunity to hear detailed information regarding their credit union duties, CUNA adapts many of its face-to-face schools into eSchools. Just like face-to-face classes, CUNA eSchools allow attendees to see and hear a presentation, ask questions of the speaker and refer to handouts. With topics spanning all credit unions business areas, CUNA Training Bundle affordably provides unlimited access to all CUNA webinars, eSchools and audio conferences for all staff, managers and board members.

Registration includes credit union access to the recorded event through My Programs.

Connecting to Your eSchool

CUNA webinars use Adobe Connect to provide an interactive and convenient online learning environment. Whether you are a first-time Adobe Connect user, or simply need a refresher, take a short tour. You'll learn how to effectively interact with the speakers and your peers during eschools.

You need a phone and computer with Internet connection. Event connection details will be emailed to registered attendees 24-48 hours prior to the event. If you register for an event on the day it is being held, please call 800-356-9655, ext. 4249 or email for assistance.

Recorded Event

All registrations include credit union access to a recording of this event. Recorded events are available within 48 hours of the live event. Recorded events can be accessed by logging into My Programs using your CUNA website username and password.

Discounts

Discounts may apply. Your final price will be visible at checkout. Only one discount available per registration.

100% Guarantee

CUNA is committed to providing a quality learning experience. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

Cancellations

Cancellations received in writing (via fax 608-231-4327) before August 15, 2013 are eligible for a refund of the amount paid minus a $200 administrative fee. No refunds will be granted for cancellation requests received on or after August 15, 2013 or for registrations received on or after August 15, 2013. Substitutions are accepted anytime prior to August 15, 2013 at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing.