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News & Announcements

QuantyPhi Brings Back Annual Two-Day ALM Workshop

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.

Kevin Chiappetta Represents QuantyPhi at Credit Union Events in Ohio and California

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.

Kevin Chiappetta Presents Board and ALCO Training at Kentucky Directors’ College Hosted by NASCUS

MILWAUKEE, WI – December 21, 2021 – On Tuesday, December 14, 2021, Kevin Chiappetta, CFA, President of QuantyPhi, presented Board and ALCO Training at the Kentucky Directors’ College hosted by NASCUS in Louisville, KY.

NASCUS Invites Grant Peyron to Present at Michigan Examiner School

MILWAUKEE, WI – November 10, 2021 – On Thursday, November 4, Grant Peyron, Financial Strategist at QuantyPhi, presented two segments at the Michigan Examiner School hosted by NASCUS.

Corporate Central Helps Credit Unions Prepare for 2022; Hosts Virtual Economic Outlook Conference

MILWAUKEE, WI – October 14, 2021 – Corporate Central hosted its annual Economic Outlook Conference virtually again this year. On Tuesday, October 12 and Wednesday, October 13 credit union professionals from around the country logged in to participate in the webinar series.

Kevin Chiappetta Moderates Intermediary Panel Discussion at Marquette Sustainability 2.0 Conference

MILWAUKEE, WI – October 13, 2021 – On Monday, October 11, 2021, Kevin Chiappetta, CFA, President of QuantyPhi, moderated an intermediary panel discussion at the Marquette Business School Sustainability 2.0 Conference.

NASCUS Invites Kevin Chiappetta to Present at Michigan Directors College

MILWAUKEE, WI – October 5, 2021 – Kevin Chiappetta, CFA, President of QuantyPhi, was invited to present Board and ALCO training at the Michigan Directors College hosted by NASCUS on Tuesday, September 28. The in-person event was held at the H Hotel in Midland, MI.

QuantyPhi Introduces Investment Portfolio Optimizer for Credit Unions

MILWAUKEE, WI – September 30, 2021 – QuantyPhi announced this week a new Investment Portfolio Optimizer for credit unions. The tool mathematically calculates an ideal purchase strategy based on a credit union’s current holdings and chosen benchmark.

QuantyPhi President, Kevin Chiappetta, Shares Investment and Finance Knowledge with University IMCP Students

MILWAUKEE, WI – September 23, 2021 – Kevin Chiappetta, CFA, President of QuantyPhi, was one of two experts invited to speak about interest rate risk management for financial institutions at the University of Wisconsin-Milwaukee’s Lubar School of Business on Tuesday, September 21. The two-person panel gave Investment Management Certificate Program (IMCP) students an opportunity to engage with, and ask questions of, experienced finance professionals.

Corporate Central and QuantyPhi Expand Team; Welcome Grant Peyron as Financial Strategist

MILWAUKEE, WI – September 7, 2021 – Corporate Central and QuantyPhi are proud to announce, and welcome Grant Peyron as an additional Financial Strategist. Peyron’s primary role is to proactively advise credit unions on methods to productively manage their financial services and product portfolios. He will also develop new business, build rapport, and provide fiduciary expertise to credit union decision makers.

NASCUS Invites Kevin Chiappetta to Present Loan Profitability to Examiners

MILWAUKEE, WI – August 31, 2021 – Kevin Chiappetta, CFA, President of QuantyPhi, recently presented on loan profitability during the Kentucky Examiner School, presented by NASCUS.

Kevin Chiappetta Elected President of CFA Society Milwaukee Board

MILWAUKEE, WI – July 6, 2021 – Kevin Chiappetta, CFA, President of QuantyPhi, was recently appointed President of the CFA Society Milwaukee board. His new position on the board was effective July 1, 2021.