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.
Register once — we'll handle the rest.
You'll receive your webinar invitation, with the join link, by email right after you register.
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.
A mid-year economic review and strategy session — where we've been, and where 2026 is heading:
A national advisory firm based in Clawson, Michigan, MFA empowers financial institutions with actionable data and strategic insight across four core areas:
Asset/Liability Management (ALM/IRR) reporting and advice, CECL reporting, and Mortgage Servicing Rights (MSR) valuations.
SEC-registered investment advisor overseeing institutional portfolios, including Charitable Donation and Employee Benefit Prefunding accounts.
Merger valuation and M&A advisory services, including the evaluation and acquisition of add-on entities.
Tailored budgeting frameworks and forward-looking planning to optimize resources and drive long-term growth.
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.
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.
Where rates, credit appetite, and commercial deal flow are heading in 2026 — straight from an industry expert.
Source exclusive deals, evaluate them with the data you need, and manage participations end to end — see the portal in action.
Come with questions. The Element 22, guest speaker, and Community Capital teams will be live for Q&A.
If you haven't already, take a couple of minutes to see the portal in action before the webinar.