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ALM Resources Announces Asset/Liability Management Workshops in Tulsa
Wednesday, June 3, 2015 6:20 AM

The ALM Essentials Workshop and the ALM Implementation Workshop will now be offered at Oklahoma Central Credit Union in Tulsa, Oklahoma, on Sept. 23-24. Online registration is available now.

Day One: ALM Essentials Workshop
(No Pre-Requisites Required)

The essentials ALM workshop is a full-day session designed for all credit union employees and board members who desire a better understanding of basic asset/liability management fundamentals. Some of the topics include:

  • Identifying the primary goals of Asset/Liability Management
  • Understanding the ALM Resource’s ABAJO Key Ratio Report and NCUA’s FPR
  • Analyzing your credit union’s key financial ratios
  • Reviewing an expense analysis and its implications
  • Pricing loans and deposits based on market indicators 
  • Reviewing the risk-focused examination process

Day Two: ALM Implementation Workshop
(No Pre-Requisites Required)

The advanced ALM workshop is a 5-hour session providing tools needed to implement an effective asset/liability management process in your credit union. It addresses these areas:

  • Measuring interest-rate risk/sensitivity using a static GAP model
  • Organizing a successful ALM process
  • Discussing guidelines for developing an effective ALM Policy
  • Discussing guidelines for developing an effective Investment Policy
  • Developing a consistent ALCO agenda
  • Monitoring and measuring liquidity
  • Reviewing broker/dealer due diligence

Led by ALM Resources VP Deborah Rightmire or OnBalance AVP Howard Bufe, these two-day workshops are excellent opportunities for management, staff, ALCO members, and board members to enhance their knowledge of asset/liability management.

Cornerstone Credit Union League offers a convenient and cost-effective opportunity for asset/liability management (ALM) training in various locations within the Cornerstone region. Select one of the following workshops in or near your city to register:

Lubbock, June 17-18

McAllen, June 24-25

Port Arthur, July 29-30

Oklahoma City, August 11-12

Dallas, August 12-13

Tulsa, September 23-24

Little Rock, October 20-21

More Information and Registration

Need Grant Assistance?
The Cornerstone Credit Union Foundation is accepting grant applications for League training events based on financial need. Applications must be received by application deadlines. Please visit the Foundation’s website to view all grant applications, guidelines and deadlines. Contact Emily Moreno, foundation grants manager, at 469-385-6483 for more information.

Contact Vicki Larkin at 800-442-5762, ext. 6497, or