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PROGRAM DESCRIPTION

Asset/Liability Management (ALM) Implementation

Take advantage of this opportunity to update your credit union’s asset/liability management process!

This session provides tools needed to implement an effective Asset/Liability Management process in your credit union. Content includes an ALM checklist that addresses:

  • Guidelines for drafting an effective Asset/Liability Management Policy,
  • Acceptable ways to identify and monitor your interest rate risk profile,
  • Guidelines for drafting an effective Investment Policy,
  • How to develop a consistent ALCO agenda,
  • How to monitor, manage, and maximize liquidity using a simple Excel spreadsheet,
  • Guidance on how to perform due diligence testing on brokers, brokerage firms and banks.        

Who Should Attend?

  • CEO
  • CFO
  • Director
  • Supervisory Committee
  • Senior Managers
  • Branch Managers
  • Aspiring Managers

Meet the presenter, Deborah L. Rightmire, CCUE:
Deborah L. Rightmire is Vice President of Asset/Liability Management for the Cornerstone Credit Union League.  She manages the operations of ALM Resources and delivers semi-annual ALM analysis and consulting services to credit unions across the U.S. representing over 100 billion in combined assets.  Debbie serves as a speaker for CUNA and Leagues across the nation.  She conducts presentations emphasizing financial statement and ratio analysis, policy formulation, liquidity analysis, and investment due diligence.

As a senior faculty member of Southwest CUNA Management School, Debbie instructs, assists with curriculum development, and evaluates the Financial Management Strategic Initiative of each student’s three-year business plan.

Audiences benefit from Debbie’s prior experience as a credit union field representative for the League, service on the Board of Directors and Asset/Liability Management Committee (ALCO) of Metroplex Credit Union (now Resource 1 CU) and over 35 years in the financial service industry.

Debbie joined the Cornerstone Credit Union League in 1979 and is a graduate of the University of Alaska.

 
Registration Investment: $195 for League Member
You must be a member of your state league to attend this presentation.
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Webinar to participate in: eTrain: ALM Implementation
 
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