Learning Center
CU Financial Management Seminar
Held in conjunction with Catalyst's Economic Forum, the CU Financial Management Seminar is a day-long event hosted by Catalyst Strategic Solutions.
This intensely-focused, one-day event offers credit union chief executive officers and chief financial officers specific financial strategies for managing risk and positioning their credit unions for growth in a demanding economy.
During the event, Advisory Service and ALM Service presenters highlight critical issues facing credit unions in the year ahead.
CU Financial Management Seminar 2011—Meet the Speakers
Download all presentations | Go to Economic Forum presentations
 Brian Turner, Director Advisory Services
Monday, 10/24 - 8:30-9:15 a.m.
Economic Impact
Download the presentation
Brian Turner joined Catalyst Strategic Solutions in 1999, when it was Southwest Corporate Investment Services. Brian has two decades of senior financial management experience in the financial services industry. In his position as
director of advisory services, Brian manages the daily operations and strategic direction of
advisory services and works directly with a number of credit unions on their strategic investment and financial management endeavors. The combined assets of those credit unions are
more than $9.5 billion, with investment dollars in excess of $3.5 billion.
Before joining Catalyst, Brian was chief financial officer of Empire Financial Corporation, a Dallas-based investment firm, where he directed acquisitions and investment banking activities. Prior to that, he was
senior vice president of funds management and investments for the Central Bank affiliate of First Commerce Corporation of New Orleans, Louisiana. At Central Bank, Brian directed investments, funds management, and asset-liability management for the $8 billion commercial bank.
Earlier in his career, Brian served as senior vice president/treasurer of
Bluebonnet Savings Bank, Dallas, a $3.5 billion thrift association, where he directed investments, funds management, and strategic ALM. At Bluebonnet, Brian worked to combine 11 thrifts and assisted in three additional acquisitions to form one of the highest performing financial institutions in the state.
Brian was on the regulatory task force responsible for the development of interest rate risk guidelines utilized in current interest rate risk and investment management for commercial banks, thrifts, and credit unions.
Brian received an undergraduate degree from Oklahoma State University and did his graduate studies at the University of Tulsa. He is a member of the National Financial Manager's Society and a graduate of a number of financial industry and economic institutes. He also is a graduate of the Covey Leadership Institute and is a frequent speaker on various economic and credit union issues.
 Steven Houle, Senior Advisor
Monday, 10/24 - 9:15-10:00 a.m.
Portfolio Strategies
Download the presentation
Steve Houle joined Catalyst Strategic Solutions when it was Southwest Corporate Investment Services'
advisory department in 2006 and works with credit union clients on strategic financial and investment management endeavors.
Previously, Steve worked at Concentra Financial, where he was responsible for managing the investment and derivative portfolios of client financial institutions and credit unions in Western Canada. His other key roles included analyzing simulation results and key performance indicators of client credit unions and recommending appropriate strategies while considering the balance sheet positions and the economic environment.
Steve graduated from the University of Regina in 1999 with a bachelor's degree in
business administration. In January 2006, Steven was awarded the Chartered Financial Analyst (CFA) Designation.
 Jeremy Blair, Institutional Advisor
Monday, 10/24 - 10:15-11:00 a.m.
Allocation Strategies
Download the presentation
Jeremy Blair joined Catalyst Strategic Solutions when it was Southwest Corporate Investment Services in 2007.
He worked in the ALM department as a senior ALM analyst until 2009, when he joined the
advisory department.
Before joining Strategic Solutions, Jeremy managed liquidity, interest rate, and credit risk for residential loan pools and securitizations of mortgage-backed securities at NationStar Mortgage. Earlier in his career, Jeremy supervised European middle office operations for the EuroArb international hedge fund group.
Jeremy received a bachelor's degree in business administration in finance and a master's
degree in business administration in strategic management from the University of North Texas.
 Casey Peterson, Senior Advisor
Monday, 10/24 - 11:00-11:45 a.m.
Growth Strategies
Download the presentation
Casey Peterson joined Catalyst Strategic Solutions when it was Southwest Corporate Investment Services'
advisory department in July 2000, bringing with him 10 years' experience managing investment portfolios for community banks and a commercial bank holding company.
Casey graduated from Angelo State University in 1991 with a bachelor's degree in
business administration in finance. He serves as a member of the board of directors for the North Texas Chapter of the American Red Cross.
 Mark DeBree, Manager, ALM Services
Monday, 10/24 - 1:30-2:30 p.m.
ALM Reports & Decisions
Download the presentation
Mark DeBree manages the analysts of Catalyst Strategic Solutions' ALM service. In this role, he
also performs risk analysis and provides consultation for ALM clients. Mark measures risk embedded in credit union balance sheets and works directly with senior management in discussing risk mitigation strategies. In addition, Mark is responsible for managing the BancWare ALM5 model and works
to develop new modeling techniques relative to emerging market conditions.
Before joining Catalyst in 2002, Mark was an analyst at RichMark Capital Corporation, a privately owned brokerage house and investment bank. At RichMark, Mark was responsible for projecting income statements and estimating future growth and profitability of privately held organizations.
Mark received bachelor's and master's degrees in finance from Texas Tech University
and is a Chartered Financial Analyst (CFA).
Steve Horne
Monday, 10/24 - 1:30-2:30 p.m.
The New Reality
Download the presentation
|