Inclusiv Town Hall Series:
End-of-Year Resources and Updates
Join us on Tuesday, December 14 at 1:15 PM ET!
Inclusiv invites you to this year’s last Town Hall call, as we share updates and resources that will set your credit union on the road to success into the new year. The conversation will provide insights about the White House/US Treasury Department announcement, which will take place that day as well. We will provide an advocacy overview and a 2022 overlook.
Our team will also walk you through Inclusiv’s Annual Certification Report (ACR) preparation services, the upcoming CDFI grant round, along with an open discussion.
This Town Hall will also include a segment featuring John Parks of Primary Financial as we discuss Inclusiv’s Inclusiv’s Social Impact Deposits Platform and resources to help CDCUs plan for growth and impact. He'll share practical insights on leveraging the current moment for long term ALM, strengthen earnings, and plan for deepening our community impact.
Please send all questions in advance to Jules Epstein-Hebert, Director of Membership, at firstname.lastname@example.org before Monday, December 13 at 5 PM ET.
This session is part of the monthly Inclusiv Town Hall webinar series. If you are registered for this series, you'll already have access to the next Town Hall session.
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.