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ALM Workshops Coming to Houston and Plano
Tuesday, April 24, 2018 6:35 AM

Whether you are new to credit unions or just need a refresher, Cornerstone Credit Union League offers an opportunity to gain a better understanding of what the numbers and ratios really mean. Asset/Liability Management Workshops are coming to an area near you to provide the tools to make decisions and manage your credit union more effectively.

The first two workshops are in Houston May 9-10 and Plano June 19-20. Seating is limited, so reserve your space now

Dates and Locations in May and June:

Houston, May 9–10
MemberSource CU
10100 Richmond Ave.
Houston, TX 77042
Register Now

Plano, June 19–20
Cornerstone Credit Union League
6801 Parkwood Blvd.
Plano, TX 75024
Register Now

See additional locations.

Day One: ALM Essentials Workshop
9 a.m. – 4 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
9 a.m. – 3 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

Led by Deborah Rightmire, VP of ALM Resources, these Essentials and Implementation Workshops provide an excellent opportunity for management, staff, SCMS students, ALCO members, and boards to enhance their knowledge of asset/liability management.

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

Your Presenter: Deborah L. Rightmire, CCUE
Debbie RightmireRightmire manages the operations of ALM Resources and delivers semi-annual ALM analysis and consulting services to credit unions across the U.S. representing 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.

Need 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.

If you have questions, please contact Vicki Harris, financial analyst, at 800-442-5752, ext. 6497, or Deborah L. Righmire, vice president, at 800-442-5762, ext. 6496.