Tuesday, May 26, 2022 11:00-12:00 PST Virtual Event

How can we measure and use credit risk more effectively with segmentation?

We all measure and use credit risk, but not all measures are equally effective for different uses. In some cases, we can improve the accuracy or usability of a credit risk measure by incorporating segmentation.

Join us for a presentation by Alan Peng, VP of Risk Review, Analytics & Reporting at Wyth Financial of Saskatoon. Alan will provide his broad industry perspective on data analytics in financial services, as well as a review of analytical modeling developed within Alan's team that addresses portfolio segmentation from a credit perspective.


Tuesday, June 21, 2022 11:00-12:00 PST Virtual Event

Actively Manage Balance Sheet Structure to Optimize Risk and Return

A bank or credit union’s net interest margin is comprised of two key drivers: a structural component, driven by the term structure of assets and liabilities in the context of the interest rate environment, and a conditional component, driven by the institution’s unique product array, mix, and pricing decisions.

Managing and optimizing the structural element is the core tenet of Asset-Liability Management (ALM). Unfortunately, ALM is often considered a risk measurement or box-checking exercise, rather than a strategic/tactical lever to drive long-term success and sustainability.

We'll discuss how 20 Canadian credit unions are actively managing their balance sheet structures using on and off-balance sheet strategies to enhance structural margin while reducing risk. Please join us!

Join us for a presentation by Andrew Clauson, A risk management professional with PRO Financial Solutions. Andrew will provide his perspective on how to measure performance as well as measure financial risk at a financial institution.


Wednesday, September 28, 2022 11:00-12:40 PST Virtual Event

How can locally-owned financial institutions effectively partner with FinTech organizations?

Partnering with a FinTech organization can be very effective to increase your ROI, decrease your costs, and gain substantial advantages over your competitors. But there can be expensive pitfalls along the way. We’ll present stories about partnerships between a community bank or credit union and a FinTech organization. What strategies work? What don’t? What are lessons learned?

If you’d like to work with a promising Fintech organization, be sure to attend our 6/9 event introducing you to promising Fintech organizations looking for financial institutions to partner with (below).

Presenters to be determined.


Wednesday, October 12, 2022 11:00-12:40 PST Virtual Event

Want to partner with a FinTech organization? Listen to a few of them who are ready to work with you now!

There are a number of highly promising FinTech organizations that are ready, willing, and able to work with you now! Listen to what they have to offer and speak with them afterwards.

If you want to learn about how to effectively work with FinTech organizations, be sure to attend our 5/26 event about that topic (above).

Presenters to be determined.