Utah's Credit Unions

eTrain: Policy & Review for Small Credit Unions

Building Blocks of an Investment Strategy & Plan:  A Six-part Webinar Series for Shapiro Credit Unions
Presented by Jeremy Calva, Chief Strategy Officer, America's Christian Credit Union, with guest speakers from the California Department of Financial Institutions (DFI) and the National Credit Union Administration (NCUA)

Gain a regulatory perspective on what is needed in your credit union’s policies. Host Jeremy Calva will interview guest speakers from the California Department of Financial Institutions and the National Credit Union Administration on these issues for credit union staff and the board:

• Investment policy
• Liquidity policy
• Liquidity contingency policy
• Loan participation policy
• ALM policy

Who should attend?

• CEO
• CFO
• Board of Directors
• Supervisory Committee Members
• Investment Officers

Meet the presenter, Jeremy Calva:
Jeremy Calva is the Chief Strategy Officer at America's Christian Credit Union (ACCU) supporting commercial and consumer lending teams. Prior to joining ACCU Jeremy was the President/CEO and founder of PIR Capital LLC a firm focused on providing regulatory compliance and loan putback repurchase strategies for financial institutions and institutional investors. Jeremy also worked for Xceed Credit Union as their VP Finance, WesCorp as VP Investment Operations, and has worked as a consultant for firms such as Disney and Microsoft. Jeremy holds four active certifications including CPA, Certified Treasury Professional, Certified in Financial Forensics and Chartered Forensic Accountant. Jeremy is actively involved in his community as a volunteer and understands the importance of ongoing professional development.

Don't miss a minute of the exciting eTrain webinar series! For more information about upcoming programs, please email your questions to eTrain@ccul.org or call 800.472.1702 and select option 2.