ALM Educational Audio/Visual CD Series

Presented by Dr. Charles R. Idol

ALM Resources offers a semi-annual ALM educational audio/visual CD series presented by Dr. Charles R. Idol . The CDs are produced and made available to credit unions in the 1st and 3rd quarters (typically in May and October) of each year. 

In each approximate 90-minute CD, Dr. Idol discusses current credit union ALM-related topics and issues that are of interest to credit union management, board, and asset/liability management committee members (ALCOs).  Typically topics addressed include:

  1. Recent balance sheet (loans, shares, and investments), earnings, and loan quality trends at nationwide federally-insured credit union (FICUs);
  2. The near-term economic outlook for the U.S. economy and the impact on credit unions;
  3. Expected Federal Reserve monetary policy and its effect on interest rates over the next 12 to 18 months; and
  4. ALM strategies to stabilize and improve earnings in the current economic and interest rate environment.     

The CD typically contains 14 to16 topical segments (each running from three to eight minutes) that can be viewed selectively from an on-screen outline (that allows pausing for discussion and questions) or sequentially in a single 90-minute viewing.  This annual two-CD series is an ALM training tool designed to offer credit union management teams, board members, and ALCO members ongoing ALM education throughout the year in a convenient/cost-effective manner.  The CDs can be viewed individually or in group gatherings such as board educational sessions, ALCO meetings or strategic planning venues. 

This semiannual CD series is a collaborative joint production of Dr. Charles Idol ALM Consulting & Research, the Cornerstone Credit Union League ALM Resources, and iCap Leverage, Inc.

Economic Rate Outlook Sample Presentation

View a sample of the presentation.

For more information, please contact your League Representative or Vicki Larkin in ALM Resources at 800-442-5762 ext. 6497 or 469-385-6497.