Element 22 Commercial Group
Hosted by: Element 22 Commercial Group, LLC
CUSO Member Webinar · Two dates

Insight, then action.A 2026 commercial lending briefing — plus a deeper look inside eXchange 22.

Join Element 22 for a one-hour briefing built for member institutions, featuring special guest Charley N. McQueen, President & CEO of McQueen Financial Advisors. Charley opens with a 30-minute mid-year market briefing — where we've been and where 2026 is heading — then we go deeper inside the new and enhanced eXchange 22 loan participation portal. Practical insight, then the tools to act on it.

Live on Zoom ~1 hour Pick the date that works
Kenny Leonard and Ryan Reffitt, Element 22
Your hosts
Kenny Leonard & Ryan Reffitt
Element 22 Commercial Group

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Special guest · Financial industry thought leader

A mid-year market briefing from
Charley McQueen.

Charley N. McQueen, President & CEO of McQueen Financial Advisors
Charley N. McQueen
President & CEO · McQueen Financial Advisors
Founded MFA in 1999 CUNA Finance Council speaker Featured by S&P Global

A nationally recognized voice for financial institutions, Charley founded McQueen Financial Advisors in 1999 and has spent more than two decades helping banks and credit unions turn economic data into strategy — from interest-rate positioning to portfolio and balance-sheet decisions. He's a regular at industry podiums and in the financial press, known for translating the macro picture into practical moves institutions can actually make.

What Charley will cover

A mid-year economic review and strategy session — where we've been, and where 2026 is heading:

  • Interest-rate projections — and what they mean for your balance sheet
  • Loan-growth opportunities for the second half of 2026
  • Investment strategy & portfolio optimization
  • Practical ideas for boosting non-interest income
About the firm

McQueen Financial Advisors — the financial institution experts.

Visit m-f-a.com →

A national advisory firm based in Clawson, Michigan, MFA empowers financial institutions with actionable data and strategic insight across four core areas:

ALM & CECL

Asset/Liability Management (ALM/IRR) reporting and advice, CECL reporting, and Mortgage Servicing Rights (MSR) valuations.

Investment Management

SEC-registered investment advisor overseeing institutional portfolios, including Charitable Donation and Employee Benefit Prefunding accounts.

Transaction Advisory

Merger valuation and M&A advisory services, including the evaluation and acquisition of add-on entities.

Budgeting & Strategic Planning

Tailored budgeting frameworks and forward-looking planning to optimize resources and drive long-term growth.

The eXchange 22 dashboard showing deals, matches, QuickScore analytics, deal geography and asset allocation
The portal you'll see eXchange 22 — loan participation portal

A smarter way to run participations.

eXchange 22 is Element 22's proprietary loan participation portal: a single place for member institutions to source exclusive deals, evaluate them with the data they need, and manage participations end to end — seamlessly.

What you'll walk away with

Practical takeaways for every institution in participations.

Whether you're a bank, a credit union, or another institution buying and selling loan participations, this session is focused on practical insight you can put to work right away.

01

A current read on the market

Where rates, credit appetite, and commercial deal flow are heading in 2026 — straight from an industry expert.

02

A deeper look at eXchange 22

Source exclusive deals, evaluate them with the data you need, and manage participations end to end — see the portal in action.

03

Answers to your questions

Come with questions. The Element 22, guest speaker, and Community Capital teams will be live for Q&A.

Run of show · ~1 hour

Agenda

00:00

Welcome & the Element 22 vision

Kenny Leonard, CEO — Element 22
00:05

Mid-year market briefing — where we've been & where we're going

Charley McQueen, President & CEO — McQueen Financial Advisors
00:20

Inside eXchange 22 — a live portal walkthrough

Sierra Brush, Closing & Servicing Specialist — Element 22, with support from Community Capital, the technology behind the eXchange
00:35

A preview of upcoming deals

Kenny Leonard, CEO — Element 22
00:45

Live Q&A

Bring your questions for Charley McQueen, the Element 22 team, and Community Capital
00:55

Wrap & next steps

How to get your institution onto the portal
Who you'll hear from

Your hosts and presenters.

Special guest · Mid-year market briefing
Charley N. McQueen
Charley N. McQueen
President & CEO · McQueen Financial Advisors
Element 22 Commercial Group · Hosts
Kenny Leonard
Kenny Leonard
Chief Executive Officer
Ryan Reffitt
Ryan Reffitt
President
Sierra Brush
Sierra Brush
Closing & Servicing Specialist
Community Capital · Technology behind the eXchange
GS
Garrett Smith
Chief Executive Officer
RN
Rulonna Neilson
Chief Operating Officer
Haven't seen it yet?

Watch the eXchange 22 preview.

If you haven't already, take a couple of minutes to see the portal in action before the webinar.

Trouble viewing? Watch on Vimeo →