Our three-day A/LM Education course includes the The Fundamentals: Using A/LM for Actionable Business Intelligence and The Next Step: Connecting A/LM with Strategy.
Our flagship course will show you how to use A/LM to provide your team with actionable business intelligence. You’ll leave with a better grasp of the answers to questions such as:
You’ll work in teams using case studies of real credit unions. We’ll quickly test decisions you’d consider if you were managing these credit unions and you’ll see how your decisions could change the financial performance and risk profiles of your case studies. You will leave the session better equipped to make business decisions.
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:
Throughout the course, there will be opportunities to discuss specific questions, issues, and decisions you may be considering.
Participants will earn up to 19.5 CPE credits
Content level: Basic and 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: Basic familiarity with credit union financial statements
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*: $980 for one participant; $840 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
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: www.NASBARegistry.org.
c. myers corporation
Promenade at South Mountain
8222 S. 48th Street, Suite 275
Phoenix, AZ 85044