ALM Workshops: Understanding Your Credit Union's Asset/Liability Management Process

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.

Day One: ALM Essentials Workshop

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:

  • 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

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:

  • 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

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

Lubbock, June 17 & 18

Holiday Inn Express & Suites Lubbock West
6023 45th Street
Lubbock, TX 79407
Register

McAllen, June 24 & 25

The Meeting Center at McAllen Public Library
4001 N. 23rd Street
McAllen, TX 78504
Register

Port Arthur, July 29 & 30

FivePoint Credit Union
4401 Highway 73
Port Arthur, TX 77642
Register

Oklahoma City, August 11 & 12

Credit Union House
631 E. Hill Street
Oklahoma City, OK 73105
Register

Dallas, August 12 & 13

Cornerstone Credit Union League
4455 LBJ Freeway, 10th Floor Boardroom
Farmers Branch, TX 75244
Register

Little Rock, October 20 & 21

Arkansas Credit Union Association
1023 W. Capitol Avenue
Little Rock, AR 72201
Register

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.

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.

Workshop Cancellation Policy

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.

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.

Questions?

Call Vicki Larkin at 800-442-5762 ext. 6497 or email vlarkin@cornerstoneleague.coop.