CU2115. Toolbox Tune-Up with Derivative Levers

Interest Rate Volatility Fears - Is now the right time to add derivatives to your risk management toolbox? Here's why this is a good idea—and how to get started. We will cover the basics of hedge accounting including derivative mechanics, hedge accounting elections, effectiveness assessments, SOFR readiness and recent developments.

Learning Objectives:

• Analyze the benefits of using derivatives to mitigate interest rate risk
• Recognize some common credit union strategies
• Identify the basics of hedge accounting