State of the Credit Union Industry

Come join us at The Desmond Hotel Malvern on November 18, 2026, at 12:30 PM (Eastern Time) for an event focused on the State of the Credit Union Industry.

This presentation includes a detailed look at the credit union industry’s historic and recent balance sheet and earnings performance, liquidity risk and interest rate risk management. This session will help attendees better understand the current operating environment as well as help credit unions build their 2027 budget and strategic plan. Frank Santucci has over 40 years’ experience working with credit unions on balance sheet management strategies and is a frequent speaker at both regional and national credit union conferences.

Frank has been working with institutional investors including credit unions, banks, insurance companies, and municipalities for over 40 years. Frank is the principal author of Stifel’s Balance Sheet Management Services’ ALM model for Credit Unions which has been used to measure monitor and manage interest rate and liquidity risk by over 1,000 institutions ranging in size from $10 million to $20 billion in total assets. Along with his team, they provide comprehensive ALM analysis, ALCO and board education, budget and strategic planning support and consultation.

Frank currently holds the Financial Industry Regulatory Authority Series 7 license (General Securities Registered Representative), the Series 63 license (State Registrations), and the Series 24 license (General Securities Principal). Frank is also an Eagle Scout in the Boy Scouts of America.

Stifel, Nicolaus & Company, Incorporated, based in St. Louis Missouri, is a full-service wealth management and investment banking firm founded in 1890. Stifel offers financial services to individuals, institutions, municipalities and corporations, including brokerage, investment advisory, securities underwriting, and trading.

Delaware Valley CUES would like to thank RKL for sponsoring our dessert.

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