A/LM for Those Who Need to Sweat the Details
Jun 26-28, 2019
A/LM for Those Who Need to Sweat the Details:
Methodologies, Assumptions, and Messaging
CFOs and finance teams have a unique challenge in that their institutions rely on them to deeply understand the ins and outs of A/LM and to be able to translate the relevant “so whats” to other decision-makers.
This course is designed to break down and simplify the complex web of methodologies and assumptions while providing practical ways to communicate how the numbers connect to strategy. We will address questions we often hear, such as:
- What does each common A/LM modeling methodology tell us – or not tell us?
- What are the top 10 observations from model validations?
- What are proven practices for creating reasonable modeling assumptions and identifying key issues in our model setup?
- What are advanced approaches for creating strategies to optimize sustainable earnings 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 aggregate?
- What questions should we consider when quantifying our liquidity needs?
- What are practical ways to help other decision-makers see the short- and long-term financial impact of our strategic plan?
- What are credit unions being asked by examiners about their A/LM process?
Throughout the course, there will be opportunities to discuss specific questions, issues, and decisions you may be considering.
Participants will earn up to 20 CPE credits
Content Level: Intermediate
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.
Prerequisite Education or Experience: Basic familiarity with credit union financial statements
Advance Preparation Requirements: None
Who Should Attend: CFOs and finance team members
Wednesday, June 26, 2019: 9:00am – 4:30pm
Thursday, June 27, 2019: 9:00am – 4:30pm
Friday, June 28, 2019: 9:00am – 12:30pm
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
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.learningmarket.org
c. myers corporation
Promenade at South Mountain
8222 S. 48th Street, Suite 275
Phoenix, AZ 85044