MILWAUKEE, WI – August 16, 2022 – Kevin Chiappetta, CFA, President of QuantyPhi, recently presented two different sessions at the 2022 CUNA Investment Certification School: Fundamentals in Chicago, IL.

MILWAUKEE, WI – July 28, 2022 – Kevin Chiappetta, CFA, President of QuantyPhi, recently presented emerging risks during the Texas Examiner School, hosted by NASCUS in Austin, Texas.

MILWAUKEE, WI – May 31, 2022 – After a two-year hiatus, QuantyPhi was thrilled to bring back their annual ALM Workshop last week and work with members face-to-face again. Credit union professionals gathered to gain new insights into asset liability management (ALM) best practices, loan portfolio analytics, and portfolio management at QuantyPhi’s ALM Workshop. The two-day educational event, held at Corporate Central Credit Union, also offered insights into benchmark setting, balance sheet analytics, and overall strategic planning.

MILWAUKEE, WI – April 20, 2022 – On Monday, April 4, Kevin Chiappetta, CFA, President of QuantyPhi, presented Board and ALCO Training at the Ohio Credit Union Day in Columbus, OH. The following week, on Thursday, April 14, he presented Loan Participation/Eligible Obligations/Investments at the 2022 National Regulator Meeting in San Diego, CA.