Last chance to register for ALM Workshops in Houston

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

We're one week away from the Houston workshops, so take the opportunity to register now. 

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

Led by ALM and 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. to 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 NCUA'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. to 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.

See additional workshop locations.

Questions?

For more information, visit the ALM Workshops webpage or contact ALM Financial Analyst Vicki Harris at 800-442-5752, ext. 6497, or vharris@cornerstoneleague.coop.