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Enhance Your Knowledge of Asset/Liability Management
Thursday, May 28, 2015 6:10 AM

Cornerstone Credit Union League offers a convenient and cost-effective opportunity for asset/liability management (ALM) training in various locations within the Cornerstone region. The ALM Essentials Workshop and the ALM Implementation Workshop will be offered in Lubbock, McAllen, Port Arthur, Oklahoma City, Dallas, and Little Rock.

Led by ALM Resources VP Deborah Rightmire or OnBalance AVP Howard Bufe, these two-day workshops are excellent opportunities for management, staff, ALCO members, and board members to enhance their knowledge of asset/liability management.

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 topics discussed will 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; and 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 the tools needed to implement an effective asset/liability management process in your credit union. It addresses areas such as measuring interest-rate risk/sensitivity, organizing a successful ALM process; guidelines for developing effective ALM and investment policies; developing a consistent ALCO agenda; monitoring and measuring liquidity; and reviewing broker/dealer due diligence.

Select one of the following Cornerstone workshops in or near your city. You may click on the links to register.

Lubbock, June 17-18

McAllen, June 24-25

Port Arthur, July 29-30

Oklahoma City, August 11-12

Dallas, August 12-13

Little Rock, October 20-21

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.

Questions?
Contact Vicki Larkin at 800-442-5762, ext. 6497, or vlarkin@cornerstoneleague.coop.