Accolade Advisory

Accolade's budget tool takes the hard work out of budget season. We put your ALM report to work, providing a pre-loaded workbook that you can use independently or jointly with an Accolade adviser. Contact us today to learn more #creditunions #budget #assetandliabilitymanagement #investmentmanagement #financialinstitution

What is happening in the commercial real estate market and how can credit unions get involved? Hear from Seth Teagle, Managing Partner of the Stream Group, and Beth Murphy, VP of Underwriting at Lucro Commercial Solutions, on NOVEMBER 15th (yes, the date changed!) at Accolade's Educational Session. https://lnkd.in/gw2rYMJu #creditunions #commercialrealestate #investmentmanagement

What will examiners be on the lookout for in 2025? Accolade's Educational Session will host a panel discussion featuring Katie Smith, Chief Examiner for Credit Unions, and Mike Jones, CPA and Partner of Lillie and Company. Join us at the Columbus Zoo or LIVE online on October 25th. https://lnkd.in/gw2rYMJu Ms. Smith was promoted to Chief Examiner in 2023, having previously spent 13 years as a credit union field examiner in central and southern Ohio. She has led examinations for credit unions with assets ranging from $500,000 to nearly $2 billion, with a focus on lending, asset-liability management, and liquidity risk. As Chief Examiner, her priority is to ensure fair evaluations of the safety and soundness of state-chartered credit unions. Ms. Smith is a graduate of The Ohio State University, Fisher College of Business and values the credit union movement for its significant contributions to members and communities. Mike has worked with Lillie & Company since its formation in 2003. He became a partner in 2012.  Mike has worked with credit unions since he graduated from The Ohio State University. Mike is also well known for his work with credit union forensic investigations. #creditunions #balancesheetmanagement #investmentmanagement

Join us! Accolade is hosting a one-day educational session on October 25, live at the Columbus Zoo or streamed virtually. Learn about: examiner hot topics, commercial real estate trends, economic outlook, and loan profitability.https://https://lnkd.in/gw2rYMJu #creditunions #balancesheetmanagement #commercialrealestate #economy

Non-member deposits offer an opportunity to enhance liquidity management while securing financial sustainability in a fluctuating rate environment. https://lnkd.in/gBSq79e6 #creditunions #liquidity #investmentmanagement #balancesheetmanagement

https://lnkd.in/gzEaGe98 REGISTER for the 2024 Mid Year Economic Outlook with Accolade Advisors JD Pisula and Peter Gibson #creditunions #investmentmanagement #economy #economicforecast

Are credit unions' balance sheets more resilient to unrealized interest rate risk than banks? This article from the Federal Reserve Bank of Cleveland explores this question with 2023 data. https://lnkd.in/gZWbv6Qr #creditunions #interestrates #balancesheet #federalreserve

Insights from the most recent Senior Loan Officer Opinion Survey can help credit unions navigate the lending landscape in 2024. https://lnkd.in/gzcwGWXc #creditunion #lendingtrends #balancesheet

"...higher interest rates continue to amplify market risk in asset and liability repricing mismatches and the overall management of IRR." Does your credit union have sound interest rate risk reporting? https://lnkd.in/gRaTdEiQ #creditunions #financialmanagement #financialinstitution #interestrates

Will a CD-only strategy continue to outperform moving forward or does it make sense to look again at Agency MBS? Join the Accolade team for a LIVE WEBINAR to game plan for 2024. https://lnkd.in/gdf79bFt #investmentmanagement #creditunions