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Cornerstone League

2020 ALM Webinar Workshops

The 2020 Virtual ALM Workshops consist of four webinars delivered over two-weeks in a two-day format. Whether you are new to credit unions and asset/liability management (ALM) or you want to increase your knowledge, this webinar series will get you up to speed on the concepts of ALM and provide you with the tools and techniques to manage your credit union's process more efficiently and effectively. 

The content of these webinars has been developed to act as a series or you can attend all four consecutively. Therefore, if you have a basic understanding of ALM and are confident in your knowledge, you might decide to start with Series II and attend webinars #3 and 4. However, if you are new to the credit union or your job responsibilities now involve ALM, you will want to start with Series I and take all four webinars consecutively (make sure to register for both series). 

Be sure and come to each webinar ready to interact and engage.

Series I: ALM Essentials

Webinar No. 1: Building Blocks of ALM

Tuesday, Dec. 1, 2020
9:30 a.m. - 12:30 p.m.

This webinar will help you build a solid foundation of asset/liability management basics. You will learn about the goals of ALM, including earnings, capital, liquidity, and entry-level interest rate risk. The session will include a review of Cornerstone’s Key Ratio Analysis report, illustrate how to monitor the regulatory communications provided by the National Credit Union Administration, and review the components of a risk-focused exam.

Webinar No. 2: ALM Best Practices

Wednesday, Dec. 2, 2020
9:30 a.m. - 12:30 p.m.

Using the key concepts of ALM discussed in the first webinar, this session will dive deeper, helping you identify how to manage earnings and spread. During the discussion, you will explore the mechanics and practices to ensure the appropriate pricing of products and the ability to monitor your credit union's financial condition monthly. The content will outline the key ratios, including calculations of the 12 ratios identified in the first webinar. It will also highlight the impact factors for each ratio. Please have a calculator handy for this webinar. 

Registration coming soon.

Series II: ALM Implementation

Webinar No. 3: GAP - A Short-Term Interest Risk Measurement

Tuesday, Dec. 8, 2020
9:30 a.m. - 12:30 p.m

This webinar will walk you through interest rate risk: what it is; why it impacts your credit union; and why the NCUA requires regular monitoring. This session will review the entry-level measurement of GAP and include the calculation of the credit union's GAP position. Please have a calculator available for this webinar.

Webinar No. 4: Organizing an ALM Process

Wednesday, Dec. 9, 2020
9:30 a.m. - 12:30 p.m.

This webinar will review an ALM checklist, including items to incorporate or update for your credit union's ALM process. In addition, you will delve into the elements of an ALM Policy and an Investment Policy, review a liquidity analysis to identify and support liquidity needs, discuss who can serve on the Asset Liability Committee (ALCO) as well as its processes and procedures.

Registration coming soon.

Presenter: Margot Strong

Margot StrongAs ALM & Financial Analysis Director for the Cornerstone League, Margot Strong works with credit unions to provide analysis, instruction, and guidance in asset/liability management to help facilitate their financial well-being. Strong has more than 20 years of experience in business development and has more than 10 years of experience working with credit unions while at Catalyst Corporate Federal Credit Union and ALM First. Originally from Ohio, Strong came to Texas by way of Texas Christian University, where she received her Bachelor of Science degree.

Educational Investment

Costs

Register by Wednesday, Nov. 18. Registration is limited to 15 people per webinar.

Fee Per Person Per Webinar
Regular Rate
Series I$355
Series II$355


Registrant Cancellation Policy

Registration fee refunds (less a $50 processing fee per person) are granted for cancellations received in writing one week prior to the webinar.

Questions?

Call 800-442-5762 ext. 6496 or email us.