CU2407. Optimizing the Balance Sheet in the Current Interest Rate Environment

In this session, attendees will gain an understanding of the current economic risks and where the Fed stands with monetary policy. Given this current understanding, this session will discuss various investment and other balance sheet strategies to better position CUs for the current and forecasted interest rate and liquidity environment.

Learning Objectives:

• Identify the current economy and its risks
• Identify the Federal Reserve Board's current monetary policy stance
• Apply investment and balance sheet strategies given the impact of the board’s monetary policy