One-Day ALM Volunteer Workshop

Update: This workshop has been cancelled.

Note: Cornerstone Credit Union League offers two-day ALM Workshops throughout the year. Check the ALM Workshops page for the schedule.

Cornerstone is excited to announce a one-day ALM Workshop being offered during the League's Leadership Conference & Expo September 6-8 in San Antonio, Texas. This workshop was specifically designed as an opportunity for Board Members to increase or refresh their ALM knowledge. Southwest CUNA Management School students, credit union management, and ALCO members will find this information valuable as well. During this session, Deborah L. Rightmire, vice president of ALM Resources, provides instruction to assist credit union professionals in analyzing their fundamental ALM process. Some of the topics include:

  • Review NCUA Letter 11-FCU-02 - Duties of Federal CU Board of Directors – Basic Financial Skills Required
  • Identify the goals of asset/liability management (ALM)
  • Pinpoint typical sources and uses of cash for credit unions
  • Review the ALM Resource Key Ratio Report
  • Identify 11 key financial ratios and impact factors of each
  • Analyze the Allowance for Loan and Lease Loss process (ALL)
  • Explore the Risk-Focused Examination (RFE) requirements

Whether you are new to your position or a seasoned credit union professional wanting an ALM refresher, this ALM Workshop offers an opportunity to gain a better understanding of what the numbers and ratios really mean and provides the tools to make decisions and manage your credit union more effectively.

Dates & Locations

San Antonio, September 5

9:00 a.m. to 3:00 p.m.
Marriott Rivercenter
Conference Room 12
101 Bowie Street
San Antonio, TX 78205

Business casual dress is appropriate. Bring a jacket or sweater as room temperatures vary.

Presenter - Deborah L. Rightmire, CCUE

Debbie RightmireDebbie manages operations of ALM Resources and delivers semi-annual ALM analysis and consulting services to credit unions across the U.S. repre- senting over 100 billion in combined assets.  She speaks for CUNA and Leagues across the nation and is a senior faculty member of Southwest CUNA Management School. Debbie is a graduate of the University of Alaska.

Educational Investment

Fee Per Person

$229

Your investment includes lunch, breaks, and instruction material including your credit union's most recent ALM Resources Key Ratio Report.

Seating is limited, so sign up today! 

Questions?

If you have physical, medical, or dietary needs requiring special attention, please us contact us for proper arrangements to be made.

For more information regarding administrative policies, such as complaint or refund, please contact Vicki Harris, Financial Analyst at 800-442-5752 ext. 6497, or Deborah L. Righmire, Vice President at 800-442-5762 ext. 6496.