Accolade Asset/Liability Advisory Services

Catch Up on Q-Factors

Establishing quantitative and environmental adjustments to your CECL reserve is a daunting task without looming recession, tariff wars, and stubbornly high inflation. You know your members are feeling the pressure of today’s economy, but where will it impact your loan portfolio? This article analyzes national data to help you understand where there may be increased risk that merits an adjustment.

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Accolade Appoints JD Pisula as CEO

Effective January 8, 2025, JD Pisula will take on the role of President and CEO.

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Accolade Market Update - March 6, 2025

Let's take a look at economic indicators for recession and the research about what loans might fall into delinquency.

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Q-Factors 2025

CECL Adjustments
CEO Transition

JD Pisula appointed CEO
Market Update

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A wholly-owned CUSO of Corporate One Federal Credit Union since 2007

Who We Are

Accolade Advisory was founded in 2007 with the mission of strengthening credit unions by providing financial advice and tools. We offer reporting tools to provide insight, knowledgeable staff to facilitate asset and liabilitiy committee (ALCO) meetings, and dedicated investment advisers to provide portfolio management.

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Education & Events

Accolade develops educational content as part of our commitment to supporting credit unions. You can enjoy up to date information on market conditions, informative articles and white papers, and training webinars. Sign up for content delivered to your inbox.

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News & Events

Catch Up on Q Factors: Supporting Quantitative and Environmental Adjustments for 2025

Strategies for a Steepening Yield Curve

Now that the year-end reporting is winding down, it’s time to buckle down and assess where we are and where we’re going. We’ve compiled a list of strategic priorities to focus on now that there's some steepness in the yield curve.

Preparing for NCUA's 2025 Supervisory Priorities

At Accolade Advisory, we specialize in supporting credit unions by offering expertise in Asset-Liability Management (ALM), credit risk analytics, and balance sheet management, ensuring they are well-prepared for these examinations.

CEO transition

The team at Accolade Advisory is looking forward to a leadership transition starting in 2025.

Mortgage-Backed Securities: How and Why Do They Fit in Credit Union Portfolios?

Why do larger credit union portfolios increasingly rely on this asset class and what is the appropriate way to analyze them? While the second part of that question can (and should!) take an entire book to explain, we’ll attempt to provide an overview of the asset class and the ways in which it can add value.

From Rate Matching Member CDs to Non-Member Deposits: A Strategy in Focus

For credit union CEOs and CFOs, considering non-member deposits could be an opportunistic move to enhance liquidity management while securing financial sustainability in a fluctuating rate environment.

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From the Blog