May ALM Workshops coming to Longview and Houston

Posted: Apr 10, 2019 | Author:

The Cornerstone Credit Union League is offering regional Asset/Liability Management (ALM) Workshops, equipping you with tools and techniques to help you manage your credit union’s ALM process more effectively.

Led by ALM & Financial Analysis Director Deborah Rightmire, these workshops provide an excellent opportunity for management, staff, SCMS students, ALCO members, and boards to enhance their knowledge.

Day one: ALM Essentials
9 a.m. - 4 p.m.

This full-day workshop is designed for credit union employees and board members who desire a better understanding of basic ALM fundamentals. Topics include:

Identifying the primary goals of Asset/Liability Management;
Understanding ALM’s monthly ABAJO Key Ratio Report and the National Credit Union Administration’s Financial Performance Report (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
9 a.m. - 2 p.m.

This advanced, five-hour session provides the tools to implement an effective ALM process in your credit union. During the session, you’ll learn about:

Measuring interest-rate risk/sensitivity using a static GAP model;
Organizing a successful ALM process;
Creating guidelines for an effective ALM policy;
Developing guidelines for an effective investment policy;
Building a consistent ALCO agenda;
Monitoring and measuring liquidity; and
Reviewing broker/dealer due diligence.

May workshops

Longview, May 7 & 8
Holiday Inn & Express
300 Tuttle Circle
Longview, TX 75605
Register

Houston, May 14 & 15
MemberSource CU
10100 Richmond Avenue
Houston, TX 77042
Register

Costs

Early-bird, one-day rate: $249
Standard-rate, one-day rate: $299
Early-bird, two-day rate: $475
Standard-rate, two-day rate: $575

Costs include lunch, breaks, and instruction materials, as well as your credit union's most recent ALM Key Ratio Report.

Additional locations, dates, and deadlines

Registration is also open for these events:

Plano, June 11 & 12
Early Bird Deadline: April 26
Register

San Antonio, June 25 & 26
Early Bird Deadline: May 10
Register

Oklahoma City, October 15 & 16
Early Bird Deadline: Aug. 30
Register

Little Rock, October 22 & 23
Early Bird Deadline: Sept. 6
Register

Questions?

For more information, visit the 2019 ALM Workshops website page or contact Financial Analyst Vicki Harris at 800-442-5752, ext. 6497 or [email protected].