Desire a Better Understanding of the Asset/Liability Management Process?

ALM Resources is providing an economical opportunity for Asset/Liability Management training. The workshops will be conducted by Deborah L. Rightmire (Vice-President of ALM Resources).

ALM Essentials Workshop
Understanding the Asset/Liability Management Process

The ALM Essentials Workshop is held from 9:00 am to 4:00 pm. The session is designed for all credit union employees and Board members who desire a better understanding of the asset/liability management process.

• Understanding the ALM Resources' ABAJO Key Ratio Report
• Reviewing and calculating your credit union's key financial ratios
• CAMEL Rating System
• Reviewing an expense analysis and its implications
• Market pricing of loans and deposits

ALM Implementation Workshop
Implementing an Effective Asset/Liability Management Process

The ALM Implementation Workshop is held from  9:00 am to 2:00 pm. The session is designed for all credit union employees and Board members who desire an overview of understanding and implementing an effective asset/liability management process.  It addresses:

• Summary of NCUA's Rules and Regulations
• Organizing a successful ALM process
• Developing an effective Investment and ALM Policy (guidelines)
• Reviewing broker/dealer due diligence
• Developing a consistent ALCO Agenda
• Monitoring and measuring liquidity
• Measuring and understanding interest-rate risk/sensitivity (GAP)

No Pre-Requisites Required

Certified Public Accountants may earn continuing professional credits (CPE) for ALM Workshops. No advance preparation or prerequisites are required. For more information regarding administrative policies, such as complaint or refund, please contact ALM Resources at 1-800-442-5762, ext. 6497.

For more information contact:

Deborah Rightmire or Sandy Arnesen
ALM Resources
800-442-5762, ext. 6497
Box 655147
Dallas, Texas 75625

These training events are sponsored by:
Credit Union Resources, Inc.