Schedule of Events

A/LM Education – Advanced – Full

Mar 24, 2017

Phoenix, AZ

Advanced Balance Sheet Management Strategies

There is less and less room for error in the financial services industry; the consequences of not asking the right questions have become more severe. This one-day course will focus on questions to ask when contemplating key strategic decisions.

Such questions include:

  • What are advanced techniques to create efficient balance sheet strategies that enable us to optimize ROA today and remain within our established risk limits?
  • How can we calculate our strategic net worth requirements in order to communicate risks to net worth in totality?
  • What are business model implications that credit unions need to consider with regard to CECL?
  • What are important decisions that need to be made when developing concentration risk limits?
  • What questions should we consider when quantifying our liquidity needs?
  • What are strategies for creating long-term financial forecasts?
  • What are credit unions being asked by examiners about their A/LM process?
  • What questions should we be asking when considering derivatives to manage interest rate risk?

Throughout the course, there will be opportunities to discuss specific questions, issues, and decisions you may be considering.

Participants will earn up to 8 CPE credits

Content level: Advanced

Instructional Delivery Method: Group Live

Location:  Courses are in sunny Phoenix, Arizona at our headquarters next to the South Mountain Preserve, the nation’s largest municipal park, with 51 miles of trails for hiking, biking, and horseback riding. You may even want to make a long weekend of it and visit Sedona or the Grand Canyon. We also are near several local favorites like the Desert Botanical Garden and the Phoenix Zoo.

CPE Field of Study: Finance                                               

Prerequisite Education or Experience: Completion of The Fundamentals: Using A/LM for Actionable Business Intelligence or a strong foundation with asset/liability management concepts

Advance Preparation Requirements: None

Who Should Attend: Any credit union board member, executive, manager, accountant, or analyst with responsibility for understanding and/or managing asset and liability management

Fees, Refund, and Course Cancellation Policy

Fee*: $370 for one participant; $320 for each additional participant from the same credit union.

Refunds will not be given for cancellations received less than 30 days prior to the session; however, a substitute from your credit union is welcome.

In the rare case that a class must be cancelled, c. myers will make every effort to do so 30 days or more in advance of the class, in which case we are not responsible for travel costs or penalties incurred.

*Reduce your fee 15% by registering at least 30 days prior to the course.

Complaint Resolution Policy

c. myers will make every effort to resolve complaints regarding NASBA compliance within a reasonable amount of time and in a confidential manner. A formal complaint must be submitted in writing and must set forth a statement of the facts and the specific remedy sought. Submit complaints to:

c. myers corporation
Attn: CPE Program Administrator
8222 South 48th Street
Suite 275
Phoenix, AZ 85044

CPE Program Administrator: 800.238.7475

National Registry of CPE Sponsors, A/LM Education

c. myers corporation is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have 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:

c. myers corporation
Promenade at South Mountain
8222 S. 48th Street, Suite 275
Phoenix, AZ 85044

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