Virtual Roundtable

Balance Sheet Management in a Falling Rate Environment

Event Date: April 24, 2025 | Time: 11:00 AM - 12:00 PM CDT

Interest rates are declining.  Are you prepared?

Join us for a proactive discussion with actionable recommendations to ensure your credit union is properly positioned for lower interest rates.

The discussion will ensure that your balance sheet is properly positioned to maximize your earnings and capital generation in a falling rate environment.

PLEASE NOTE: You cannot "register a colleague" for Council member-only events unless they are also a member or choose to join. The system currently offers this option and we are working to remove it to eliminate confusion. Thank you. 

Meet Your Moderators

Speaker Image

Charley McQueen Charley McQueen

President & CEO

McQueen Financial Advisors

Charley McQueen is the founder of McQueen Financial Advisors which was established in 1999.  We provide three primary services to our clients who are financial institutions, foundations and nonprofit entities.  

Our services cover three primary areas. 

One - Asset Liability Management & CECL reporting and advice.
Two - Investment Portfolio Management Services including alternative investments.
Three - Valuation Services, including Merger Valuations and Transaction Advisory Services.

Today, McQueen Financial Advisors advises clients across the United States and manages investment portfolios with a combined value of nearly $14 billion. 

View Bio

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Balance Sheet Management in a Falling Rate Environment

Join us for a proactive discussion with actionable recommendations to ensure your credit union is properly positioned for lower interest rates.

This is member-only content.

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If you're still having issues, need to renew your membership, or would like to join the Councils, please contact councils@americascreditunions.org for assistance.