Cornerstone League

2021 ALM Webinar Workshops

Update: Both series have reached capacity. Check back later for any future events.

Note: If you would like to attend all four webinars, you will need to register for both series separately.

The 2021 ALM Webinar Workshops offer a series of four online sessions delivered over two-weeks in a two-day format: Series I and Series II. Whether you are new to credit unions and asset liability management (ALM), or you want to increase your knowledge, this webinar series will provide you with critical information on ALM concepts as well as tools and techniques to more effectively manage your credit union’s ALM process.

The content of each series has been developed to stand-alone, or you can attend Series I and II consecutively. If you have a basic understanding of ALM and are confident in your knowledge, you can start with Series II. However, if you are new to the credit union, or ALM is a new responsibility, you’ll want to begin with Series I, followed by Series II, participating in all four webinars consecutively. The webinars will be recorded, and you will have access to them for 45 days.

You’ll get the most out of these webinars if you are prepared to interact, engage, and ask questions.

Series I

Webinar No. 1: Building Blocks of ALM

Tuesday, May 11, 2021
9:30 a.m. - 12:30 p.m. CT

This webinar will help you build a solid foundation of the ALM basic concepts. During the kick-off, you'll learn about the goals of ALM, including the key operational areas of earnings, capital, liquidity, and entry-level interest rate risk. You’ll also review the Cornerstone League Key Ratio Analysis report, find out how to monitor the National Credit Union Association's regulatory communications, and examine the components of the risk-focused exam.

Webinar No. 2: ALM Best Practices

Thursday, May 13, 2021
9:30 a.m. - 12:30 p.m. CT

Using the key ALM concepts discussed in the first webinar, you will dive deeper into identifying how to manage earnings and, more specifically, spread. You’ll also explore the mechanics and practices of appropriate pricing of products and the ability to monitor your credit union’s financial condition monthly. In addition, you will delve into content that outlines key ratios, including the calculation of the 13 ratios identified in webinar No. 1 and the impact factors for each. Please bring a calculator for this webinar.


Registration is closed. Event has reached capacity.

Series II

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

Tuesday, May 18, 2021
9:30 a.m. - 12:30 p.m. CT

During this webinar, you will gain insights into interest rate risk: what it is, why it impacts credit unions, and why the NCUA requires regular monitoring. You will also review the entry-level measurement of GAP and calculate your credit union's GAP position. Please have a calculator on hand for this webinar.

Webinar No. 4: Organizing an ALM Process

Wednesday, May 19, 2021
9:30 a.m. - 12:30 p.m. CT

This webinar will introduce you to an asset liability management checklist, including items to incorporate or update for your credit union’s ALM process. In addition, you will discuss 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 processes and procedures for the ALCO.


Registration is closed. Event has reached capacity.

Presenter: Margot Strong

Margot Strong

In her role as ALM & Financial Analysis Director, Margot Strong works with credit unions to provide analysis, instruction, and guidance in the area of asset liability management to help facilitate their financial well-being. Strong has more than 20 years of experience in business development and more than 10 years of experience working with credit unions while at Catalyst Corporate Federal Credit Union and ALM First.

Originally from Ohio, she came to Texas by way of Texas Christian University, where she received her Bachelor of Science degree.

Educational Investment


Register by Tuesday, May 4. Registration is limited to 15 people per webinar.

Fee Per Person Per Webinar
Regular Rate
Series I (Webinars 1 & 2)$345
Series II (Webinars 3 & 4)$345
Both Series I & II (Webinars 1 - 4)$690


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.


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