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Register Now for May ALM Workshops in Texas
Monday, April 20, 2015 6:25 AM

Cornerstone Credit Union League brings a convenient, economical opportunity for asset/liability management (ALM) training in various locations within the Cornerstone region. The first two ALM workshops will take place in Longview and Houston, Texas, in May.

More Information and Registration

Led by Deborah Rightmire, vice president of ALM Resources, or Howard Bufe, assistant vice president of OnBalance, these two-day workshops are an excellent opportunity 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 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

Longview, Texas
May 6–7

Holiday Inn Express North Hotel
300 Tuttle Circle, Kennedy Room
Longview, TX 75605
More Information and Registration

Houston, Texas
May 13–14

MemberSource CU
10100 Richmond Avenue
Houston, TX 77042
More Information and Registration

Additional Workshops

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

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."