Resilience and Recovery Resources: Managing Liquidity and Impact

Resilience and Recovery Resources Webinar Series: Managing Liquidity and Impact

Join us on Thursday, October 15 at 3:00 PM ET! 

Inclusiv invites you to the first installment of our Resilience and Recovery Resources webinar series, Managing Liquidity and Impact. How might credit unions strengthen their financial and community’s resilience in the evolving journey towards recovery? From past periods of challenges - from the Great Recession to recoveries from natural disasters, CDCUs demonstrated their ability to strengthen their financial resilience by centering their mission and community impact.

Join Inclusiv Capital for this webinar series as we share management insights and capital resources with leading industry guest speakers.

REGISTER HERE

The first session will feature Jeff Ivey of CDFI and Juntos Avanzamos designated credit union River City FCU and John Parks of Primary Financial as we discuss Inclusiv’s Impact Deposits Platform and resources to help CDCUs leverage the current moment for long term ALM, strengthen earnings, and plan for deepening our community impact.

Featured Speakers

Jeff Ivey is President and CEO of River City Federal Credit Union, a CDFI and Juntos Avanzamos credit union located in San Antonio, TX. Founded in 1936, the credit union serves members in Bexar County. The credit union received the Juntos Avanzamos designation in 2011 but failed to do anything with it. Embracing the true principles of the program has lead to a turn around in financial performance, more members, and more awareness, especially in the immigrant community, about the credit union and the importance of avoiding predatory firms. Ivey has over 30 years in the financial industry, working at large regional and small community banks, as well as a large credit union prior to joining River City in 2018. He is a graduate of Baldwin-Wallace University and received his MBA from the University of Washington.

John Parks, VP, Director of Trading joined Primary Financial Co LLC at its inception in August 1996 to help create and manage the custodial CD service trademarked SimpliCD, used by over 3,600 credit unions throughout the country. John and Primary’s staff have helped thousands of financial institutions with their funding needs by placing more than 70 billion in deposits with them. Before joining Primary, John spent 9 years with Irwin Union Bank & Trust in various positions in the retail banking area before moving to work on the trading desk in Irwin’s securities division. John is a graduate of Indiana University, where he received a Bachelor of Science degree in Finance. John holds a NASD Series 7 and 63 licenses.

Cathi Kim is Director of Inclusiv/Capital. Cathi's work at Inclusiv is focused on connecting CDCUs to capital to strengthen their double bottom line of financial growth and community impact. Her role includes leading underwriting, market analysis and strategy development, advising on credit union regulations, business planning, and impact design to help credit unions strengthen their double bottom line of financial growth and community impact. Prior to her work at Inclusiv, Cathi worked on housing and immigrant rights campaigns and complex civil litigations.