About this Event
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.
We are RKL, a leading advisory firm that helps organizations and individuals take on everyday challenges and opportunities while preparing them for whatever comes next in their organizations or lives.
We tap into a wide range of services — tax, accounting, financial management, workforce strategies, private wealth, technology and more — to deliver solutions that take you to the next level, however you define it. Whether it’s enhancing your profitability, adopting new technologies or growing your team, you can count on our advisors to walk the journey with you, providing trusted guidance and real results. Our approach is pragmatic, honest and always focused on you. There is a better way to get to the next level. We’re here to help.
Fueled by the talent and dedication of more than 600 professionals working across 24 states, we’re ranked as one of the top firms in the nation, the largest based in Central and Eastern PA and one of Pennsylvania’s “Best Places to Work.”
From promising start-ups to leading enterprises, RKL is proud to help clients throughout Pennsylvania, all 50 states and the world get ready for what’s next.
Agenda
🕑: 12:30 PM - 03:00 PM
State of the Credit Union Industry
Host: Hosted by Delaware Valley CUES
Info: 12:30 to 1:00 pm - Meet and Greet; 1:00 pm Lunch; 2:00 pm Speaker.
Event venue & nearby stays
The Desmond Hotel Malvern, 1 Liberty Blvd, Malvern, United States
Concerts, fests, parties, meetups — all the happenings, one place.