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Opportunities abound for credit unions to learn how to identify and manage risk while meeting NCUA expectations

Accolade Asset/Liability, the CUSO acquired by Corporate One through the merger with the former Southeast Corporate, has been actively working over the past year to educate credit unions on new guidelines and requirements put forth by the National Credit Union Association (NCUA) for developing an enterprise-wide risk management and asset liability program. Accolade’s Board Chairman/CEO, Joe Ghammashi, who is also Corporate One’s SVP/Chief Risk Officer, has conducted a handful of successful educational sessions on risk and balance sheet management. With their success, we’re pleased to announce additional educational seminars and workshops taking place this fall to help credit unions with their risk management program.

If you live in Mississippi or surrounding states, Ghammashi will be participating at the Mississippi Credit Union Association's (MSCUA) Workshop: Managing Risk for Success.

During these interactive workshops, Ghammashi will cover enterprise-wide risk management and balance sheet management. In addition, attendees will learn how to assess and evaluate your current risk management process against NCUA expectations.

The workshops are taking place at the following locations:

  • October 8: MSCUA offices, Jackson, MS
  • October 9: Singing River FCU, Moss Point, MS

These complimentary workshops include lunch and two sessions:

  • Enterprise-Wide Risk Management - 10 a.m. - 11:30 a.m.
  • Balance Sheet Management - 12:30 p.m. - 2:00 p.m.
  • Meeting registration is from 9:30 a.m. – 10:00 a.m. CT.

To learn more or register for this event, please visit corporateone.coop/events.

New seminars taking place in select cities

Ghammashi will be traveling to select cities from one end of the country to the other with a new seminar: Navigating your Balance Sheet through a Changing Financial Environment.

Please join us at a city near you to learn how to utilize your Asset/Liability Management (ALM) process to improve your return on assets (ROA). During these events Ghammashi will cover balance sheet management, interest rate risk, and portfolio management. In addition, attendees will learn how Accolade can assist with your ALM and Investment Advisory services. Membership in Corporate One is not required to attend these seminars or to utilize Accolade.

These complimentary events include lunch and two sessions:

  • Balance Sheet Management and the Impact of Reg. 703: 10:00 a.m. - 12:00 p.m.
  • Interest Rate Risk Management: 1:00 p.m. - 3:00 p.m.
Richmond, IN Tuesday, Nov. 5, 2013 10:00 a.m. - 3:00 p.m. ET Register
Denver, CO Tuesday, Nov. 12, 2013 10:00 a.m. - 3:00 p.m. MT Register
Portland, OR Thursday, Nov. 14, 2013 10:00 a.m. - 3:00 p.m. PT Register

Upcoming events will also be held at the following locations, with more details to be announced next week:

  • Jacksonville, FL
  • Tampa, FL
  • Fort Lauderdale, FL

Meeting registration for each location is from 9:30-10:00 a.m. local time. Registrations are processed on a first-come, first-served basis. If you have any questions about enrollment or require special accommodations, please contact Hillarie Michaels at 866/MyCorp1 ext. 9334 or hmichaels@corporateone.coop.

Joe Ghammashi

Joe Ghammashi:
Currently serving as Corporate One's SVP/Chief Risk Officer and Accolade's Board Chairman/CEO, he has more than 25 years experience in investment, balance sheet management, strategic planning, as well as, interest rate, market, credit, operational and technology risk.

Joe Ghammashi

Accolade Asset/Liability Advisory Services:
Accolade helps credit unions nationwide optimize their return on assets (ROA) while managing their risk profile. We do this by providing Asset/Liability Management tools and Investment Advisory solutions to credit unions both large and small, with varying balance sheet complexities. Our services are turnkey and competitive, with our expert team serving as an extension of your credit union’s staff.