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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.
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.
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:
"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."
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 ten registrants one week prior to the scheduled date may be cancelled. In the event of cancellation, all registrants will be notified.
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.
Call Vicki Larkin at 800-442-5762 ext. 6497 or email firstname.lastname@example.org.