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Home » Education & Events » Online Education & Training » Coffee and Capital Markets Education Sessions

Coffee And Cm Ed 600

In need of balance sheet strategies and a mid-morning pick-me-up? Alloya’s Capital Markets Group has you covered! Our Coffee & Capital Markets webinars deliver the perfect blend of friendly conversation, industry insights and expert advice for anyone looking to up their game in the world of capital markets. From loan participations to sale-leasebacks to mergers and acquisitions, there’s something on the menu for everyone. Whether you prefer a bold Colombian roast or a pumpkin spice latte, you’re welcome to join the conversation. So grab a mug of joe, pull up a chair and let’s talk.

Upcoming Sessions

June 23 | Pour Overs & Portfolio Risk: How Credit Unions Can Use Data to Execute Smarter in Capital Markets

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Most credit unions are making capital markets decisions without a real‑time view of how those choices ripple across the balance sheet. The result is no longer theoretical —compressed margins, growing interest rate risk, and an estimated $22 billion in unrealized losses sit on credit union balance sheets across the nation.

If you’re looking to get a clearer view of your balance sheet so you can make decisions more confidently, our next Coffee & Capital Markets session is for you. On June 23, 2026, at 9:30 am CT, Daniel and Joseph Ahn, co‑founders of Delfi, will join Bill Paton to explore how credit unions can move beyond quarterly, outsourced Asset-Liability Management reports to gain independent, in‑house visibility into interest rate and portfolio risk. Think less batch brew, more precise pour over — intentional, transparent and responsive in real time.

They’ll discuss how Delfi’s Overwatch platform creates a live digital twin of a credit union’s balance sheet, enabling:

  • Pre‑purchase analysis that reflects whole‑portfolio impact
  • Stress testing across rate scenarios before decisions are made
  • Peer‑relative benchmarking to put risk and performance in context

Our conversation with Daniel and Joseph is sure to be an invigorating blend of education and inspiration that will equip you to execute smarter in capital markets. Register now to secure your seat at the table!

Register now!

July 14 | CUSOs & Cold Brew: Driving External Growth with CUSOs

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Need a fresh perspective on growth? We’ve got just the blend. For our next Coffee and Capital Markets event on July 14 at 9:30 am CT, Bill Paton and John Dearing, Partner, Capstone Strategic, will sit down for a friendly discussion on one of the most talked-about growth avenues in the credit union space today: CUSOs.

Conversations around CUSOs are continuing to heat up across the industry, and for good reason. As credit unions look beyond traditional paths to growth, many are turning to CUSOs as a strategic vehicle for expanding capabilities, reaching new markets and creating long-term value. During this session, Bill and John will explore the trends shaping the CUSO landscape and discuss how credit unions are using this growth vehicle to pursue external growth in a thoughtful, forward-looking way.

Whether your credit union is actively exploring CUSO opportunities or simply trying to better understand why they’ve become such a frequent topic of conversation, this session will offer timely insight and practical perspectives. You’ll come away with a stronger understanding of where momentum is building, why interest in CUSOs continues to grow and what credit unions should be thinking about as they evaluate this avenue for expansion.

As always, there will be a dedicated time for Q&A, and John will be happy to answer your questions in real time. So, grab your favorite cold brew, pull up a chair and join us for a conversation that’s equal parts timely and thought-provoking.

Register now!

Recorded Sessions

Want to watch video recordings of past Coffee & Capital Markets events? Click on a session below to submit a request form to receive a link to the recording of your choice.

Brewing Capital: Subordinated Debt Explained Expand

Held May 27, 2026

Request webinar

Available until July 27, 2026

French Roast & Fixed Income: Navigating Volatility and Finding the Best Blend Expand

Held April 15, 2026

Request webinar

Available until July 15, 2026

The Growth Blend: Dark Roast & Non-Member Deposits Expand

Held March 11, 2026

Request webinar

Available until June 9, 2026

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