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

The Texas Credit Union League 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). Dates and locations to be announced for 2010.  We look forward to your participation.

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
• Update to the new CAMEL rating system
• Reviewing an expense analysis and its implications
• Market pricing of loans and deposits
• Explanation of the Corporate Stabilization Program current regulations

 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:

• 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)
• Reviewing recent changes to NCUA's Rules and Regulations

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 TCUL at 1-800-442-5762, ext. 6634.

TCUL is registered with the Texas State Board of Public Accountancy (TSBPA) as a sponsor of continuing professional education on the State Registry of CPE Sponsors. The State Board of Accountancy has final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the Texas State Board of Public Accountancy, 333 Guadalupe, Tower 3, Suite 900, Austin, Texas 78701-3900. Website: www.tsbpa.state.tx.us.

Contact Information:
TCUL ALM Resources
PO Box 655147
Dallas, TX 75265-5147
Fax 469-385-6595
Sandy Arnesen
1-800-442-5762, ext. 6497 or 469-385-6497

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