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Don't Miss the May Asset/Liability Management Workshops in Plano and Houston
Friday, April 22, 2016 6:10 AM

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. 

The next two workshops take place in May in Plano and Houston:

Plano, May 10-11
Instructor: Deborah Rightmire
Cornerstone CU League
6801 Parkwood Blvd - Academy Room
Plano, TX 75024
More information and registration

Houston, May 17-18
Instructor: Howard Bufe
MemberSource CU
10100 Richmond Avenue
Houston, TX 77042
More information and registration

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

Can't make the Plano or Houston dates?
No problem! We've got you covered.  Additional dates and locations follow:

San Antonio, Aug. 16-17
Instructor: Howard Bufe
Generations FCU
1828 N St Mary's St
San Antonio, TX 78212
More information and registration

Abilene, Sept. 20-21
Instructor: Howard Bufe
Abilene Teachers FCU
3849 Antilley Rd
Abilene, TX 79606
More information and registration

Little Rock, Oct. 11-12
Instructor: Deborah Rightmire
Arkansas Credit Union Association
1023 W. Capitol Ave.
Little Rock, AR 72201
More information and registration

Oklahoma City, Nov. 8-9
Instructor: Deborah Rightmire
Credit Union House
631 E. Hill Street
Oklahoma City, OK 73105
More information and registration

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.

Call Vicki Larkin at 800-442-5762, ext. 6497, or email