Derivative Solutions for Credit Unions

Solutions that align with your mission and balance sheet

Credit unions face increasing complexity—volatile rate outlook, regulatory pressure, and evolving member expectations. Derivative Path delivers hedging advisory and technology solutions that help you stay compliant, competitive, and member-focused.

Helping credit unions implement and refine hedging programs

We help your team build a stronger credit union with robust hedging and reporting solutions.

Manage interest rate risk

Protect your balance sheet from rate volatility through ALM hedging strategies.

Educate internal stakeholders

Meet regulatory requirements with robust derivatives education for your board, ALCO and accounting teams.

Equip ALCO with better insights

Visualize hedging strategies and simplify decision-making with clear analytics.

Enhance operational efficiency

Automate operational and reporting tasks to reduce internal burden.

Maintain regulatory and accounting readiness

Meet exam standards with confidence through robust documentation and ongoing advisor support.

Expand global payments capabilities

Enable members to send cross-border payments with ease.

Solutions

Purpose-built solutions for credit union balance sheets

Balance Sheet Hedging

Advisory and technology combine to make establishing and running a hedging program seamless and simple.

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Hedge Accounting

Partner with our accounting experts to produce and automate accounting documentation, journal entries and effectiveness tests.

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Data & Reporting Hub

Unify trade, exposure, and risk reporting for internal teams and regulators.

Credit Unions Team

Committed to your mission

Our team brings a unique blend of advisory and product expertise, grounded in years of experience supporting credit unions nationwide.

Isaac Wheeler

Managing Director
Head of Balance Sheet Strategy

Von Garces

Head of Hedge Accounting

Adam Byers

Director
Hedge Accounting

About Us

Derivative Path has combined years of experience from the leading firms on Wall Street to create a powerful and beautiful technology solution for the unique workflows of our industry.

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Through their trading platform and industry expertise, Derivative Path delivers the ideal combination of execution and technology platform for all rate hedging.

Ed Furman, Chief Investment Officer

First Bank

We were impressed with the functionality of the software, including the artificial intelligence-enabled automation of various operational tasks.

Pat Hennelly, SVP of Capital Markets

Wintrust

We needed a system that would reduce the time spent on a number of our front- and back-office responsibilities through automation, allowing our team to grow our business without forgoing the quality customer service.