Asset Liability Management Essentials & Implementation Training
May 7, 2013
- May 8, 2013
EST / 9:00am
$199 per person/day | $349 per person/both days City: Birmingham, AL Location: Alabama Telco CU - One Riverchase Parkway South, Birmingham, AL 35244
>Contact: Becki Payne, Association Services Support Specialist >Phone: 866.231.0545 Ext. 2129 >Email: email@example.com
Deborah L. Rightmire, CCUE is Vice President of Asset/Liability Management for the Texas Credit Union League. She manages the operations of TCUL ALM Resources and delivers semi-annual ALM analysis and consulting services to credit unions across theU.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 Texas Credit Union League, service on the Board of Directors and Asset/Liability Management Committee (ALCO) of Metroplex Credit Union (now Resource 1 CU) and her 35 years in the financial service industry. Debbie joined the Texas Credit Union League in 1979 and is a graduate of the University of Alaska.
Tuesday, May 7, 2013 - ALM Essentials – No Pre-Requisites Required 8:30 - 9am Registration/Continental Breakfast 9am - 4pm ALM Essentials Training Workshop 12 - 1pm Group Lunch
The ALM Essentials Workshop is a full-day session (9 AM - 4 PM CT) designed for all credit union employees, Board and ALCO members who desire a better understanding of the basic asset/liability management process. The topics covered include:
Calculate your credit union’s key financial ratios
Review the Risk-Focused Examination (RFE) CAMEL System
Analyze an expense analysis and its implications
Learn how to price loans and deposits based on market indicators
Wednesday, May 8, 2013 - ALM Implementation – No Pre-Requisites Required 8:30 - 9am Registration/Continental Breakfast 9am - 2pm ALM Essentials Training Workshop 12 - 12:45pm Group Lunch
The ALM Implementation Workshop (9 AM - 2 PM CT), also designed for credit union employees, Board and ALCO members, provides an overview to assist in understanding and implementing an effective asset liability management process in your credit union. It addresses such areas as:
Organize a successful ALM process
Guidelines for developing an effective Investment and ALM policy
Review broker/dealer due diligence
Develop a consistent ALCO agenda
Monitor, measure, and maximize liquidity
NCUA’s ALM - related rules and regulations and their implications
Review interest-rate risk/sensitivity (GAP) and acceptable ways to monitor
No pre-requisites are required of the group-live event. It is critical participants bring the following items to the workshops;
A copy of the credit union’s December 2011 Call Report
A copy of the credit union’s December 2012 Call Report
A calculator which will extend 4 places beyond the decimal
Conference participants can earn up to 12 CPE credits in Finance.
The League of Southeastern Credit Unions is registered with the National Association Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
For information regarding refund, complaint, and program cancellation policies, please contact our offices at 866.231.0545.
Location: Alabama Telco Credit Union, One Riverchase Parkway South, Birmingham, AL 35244
Nearby Hotels: Homewood Suites by Hilton Birmingham-SW-Riverchase-Galleria
121 Riverchase Parkway East
Hoover, AL 35244 205.637.2900
La Quinta Inn & Suites Birmingham
120 Riverchase Parkway East
Birmingham, AL 35244 205.403.0096