The Benefits of Eligible Obligations and Participation Loans
DATE
January
08,
2024
TIME
All day
LOCATION
For more information or to register, click here.
Credit unions can utilize loan participations and eligible obligations as a tool to manage liquidity, interest rate risk, and concentration risk. This course will provide information on all the benefits of participation loans and eligible obligations. The course includes a review of the applicable regulations, which were revised in October 2023, along with a discussion on the guidance that has been issued on the subject.
The training session is conducted by Steve Farrar. Steve spent 32 years with the National Credit Union Administration and currently provides consulting services to credit unions. During his time with NCUA, Steve served as the Vice President of Central Liquidity Facility, as Loss Risk Analysis Officer for the Office of Examination and Insurance, a Corporate Credit Union Examiner, and was a Problem Case Officer/Examiner. After retirement from NCUA he served as the CFO for a Large NCUA Conservatorship and currently provides consulting to credit unions across the country.
2855 East Guasti Rd., Suite 202
Ontario, CA 91761
909.212.6000
1201 K. St., Suite 1050
Sacramento, CA 95814-3992
916.325.1360
c/o Great Basin FCU
9770 South Virginia Street
Reno, NV 89511-5941
202.638.5777 www.cuna.org
www.dfpi.ca.gov
Clothilde “Cloey” V. Hewlett — 415.263.8500
fid.state.nv.us
702.486.4120 (Las Vegas)
775.684.2970 (Carson City)