ALM Workshops

Do you desire a better understanding of the asset/liability management process? We can provide you with an economical opportunity for ALM training. Workshops will be conducted by Deborah L. Rightmire, VP of ALM Resources, or Howard Bufe, AVP of OnBalance.

ALM Essentials Workshop

Understanding the Asset/Liability Management Process
The ALM Essentials Workshop is held from 9:00 am to 4:00 pm This session is designed for all credit union employees and board members who desire a better understanding of the asset/liability management process.

  • Understanding the ALM Resources' ABAJO Key Ratio Report
  • Reviewing and calculating your credit union's key financial ratios
  • CAMEL Rating System
  • Reviewing an expense analysis and its implications
  • Market pricing of loans and deposits

ALM Implementation Workshop

Implementing an Effective Asset/Liability Management Process
The ALM Implementation Workshop is held from  9:00 am to 2:00 pm. The session is designed for all credit union employees and Board members who desire an overview of understanding and implementing an effective asset/liability management process.  It addresses:

  • Summary of NCUA's Rules and Regulations
  • Organizing a successful ALM process
  • Developing an effective Investment and ALM Policy (guidelines)
  • Reviewing broker/dealer due diligence
  • Developing a consistent ALCO Agenda
  • Monitoring and measuring liquidity
  • Measuring and understanding interest-rate risk/sensitivity (GAP)

What Attendees Say

"Very good. I'll recommend that ALCO and management attend this in the future."

"I never clearly understood how the calculations were computed until now"

"Working examples using our own credit union's data"

"Material is very helpful to any Board of Director member and essential for ALM Committee members. Time and money well spent."

"Great presentation on a difficult subject."

Dates & Locations

Oklahoma City - August 5-6
Credit Union House
631 E. Hill Street
Oklahoma City, OK 73105
Register Online

San Antonio - August 12-13
generations federal credit union
6000 N.W. Loop 410
San Antonio, TX 78238
Register Online

El Paso - August 19-20
GECU
1225 Airway Boulevard
El Paso, TX 79925
Register Online

Houston - September 9-10
MemberSource Credit Union
10100 Richmond Avenue
Houston, TX 77042
Register Online

Tulsa - September 16-17
Oklahoma Central CU
4956 S. Peoria Avenue
Tulsa, OK 74105
Register Online

Little Rock - November 12-13
Cornerstone Credit Union League - Ark. office
1023 W. Capitol
Little Rock, AR 72201
Register Online

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

CPE Credits

Certified Public Accountants (CPAs) may earn continuing education credits (CPE) in accordance with each state’s Board of Public Accountancy standards and guidelines:

Arkansas CPAs

Oklahoma CPAs

Texas CPAs - The Cornerstone Credit Union League is registered with the Texas State Board of Public Accountancy (TSBPA) as a sponsor of continuing professional education on the State Registry of CPE Sponsor. Certified Public Accountants (CPAs) may earn up to 7.0 continuing education credits (CPE) for the ALM Essentials Workshops and up to 4.5 credits for the ALM Implementation Workshop. No advance preparation or prerequisites are required. The state board of accountancy has final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to: Texas State Board of Public Accountancy/333 Guadalupe - Tower 3, Suite 900/Austin, TX 78701-3900

Administrative policies, such as complaint or refund, please contact the league at 800-442-5762 ext. 6634.

Educational Investment

Fee Per Person

One Day - $249
Both Days - $475

Registrant Cancellation Policy

Registration fee refunds (less a $50 processing fee per person) are granted for cancellations received in writing five business days prior to the seminar.

Seminar Cancellation Policy

Locations with less than ten registrants one week prior to the scheduled date may be cancelled. In the event of cancellation, all registrants will be notified.

Grant Assistance

The Cornerstone Credit Union Foundation is accepting scholarship 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 Staci Zale, Foundation Grants Manager, at 800-953-8283 for more information.

Questions?

Call Vicki Connerly at 800-442-5762 ext. 6497 or email vconnerly@cornerstoneleague.coop.