Balance Sheet Management in the Age of COVID

Who should attend this webinar? Credit unions’ CEOs, CFOs, investment officers, board members, and those who are directly or indirectly responsible for financial management functions will benefit from this webinar

Bio of Speaker/Speakers- Andrew Okolski is the Director of Credit Union and Municipality Strategies at The Baker Group LP. Andy joined the firm in 2018 to oversee the design and implementation of ALM, regulatory and wholesale market strategies for Credit Unions. He also worked directly with clients across the country in a broad range of areas including education, portfolio management, interest rate risk management, strategic planning and regulatory issues.

Andrew opened The Baker Group LP’s regional office in Babylon, NY. Before joining the firm, he spent 15 years building and managing the Financial Strategies Group at a New York Broker/Dealer with a specific focus on the Credit Union industry. He brings a wealth of knowledge and experience along with a client friendly comprehensive approach to overall balance sheet management.