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Cornerstone Credit Union League brings a convenient, economical opportunity for Asset/Liability Management training in your area with a set of comprehensive ALM Workshops. Led by Deborah Rightmire, Vice President of ALM Resources or Howard Bufe, Assistant Vice President of OnBalance, these workshops are comprised of two days and provide an excellent opportunity for management, staff, ALCO members, and Board to enhance their knowledge of Asset/Liability Management. We look forward to your participation in the following workshops.
Understanding the Asset/Liability Management Process
9:00 a.m. - 4:00 p.m.
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:
Implementing an Effective Asset/Liability Management Process
9:00 a.m. - 2:00 p.m.
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:
"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."
Holiday Inn Express & Suites Lubbock West
6023 45th Street
Lubbock, TX 79407
The Meeting Center at McAllen Public Library
4001 N. 23rd Street
McAllen, TX 78504
FivePoint Credit Union
4401 Highway 73
Port Arthur, TX 77642
Credit Union House
631 E. Hill Street
Oklahoma City, OK 73105
Cornerstone Credit Union League
4455 LBJ Freeway, 10th Floor Boardroom
Farmers Branch, TX 75244
Arkansas Credit Union Association
1023 W. Capitol Avenue
Little Rock, AR 72201
If you prefer, you may also register via the printable registration form.
Business casual dress is appropriate. Bring a jacket or sweater as room temperatures vary.
Certified Public Accountants (CPAs) may earn continuing education credits (CPE) in accordance with each state’s Board of Public Accountancy standards and guidelines:
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.
One Day - $249
Both Days - $475
Registration fee refunds (less a $50 processing fee per person) are granted for cancellations received in writing five business days prior to the seminar.
Locations with less than 10 registrants one week prior to the scheduled date of the workshop have the potential of cancellation. In the event of cancellation, all registrants will be notified.
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.
Call Vicki Larkin at 800-442-5762 ext. 6497 or email firstname.lastname@example.org.