Schedule of Events

Cultivating Agile ALCO Members

Mar 26-28, 2019

Phoenix, AZ

Cultivating Agile ALCO Members:
Linking Strategy, A/LM, and Business Model Optimization

Table stakes to remain relevant to current and future members feel like they are being raised daily.  Time is precious and strategic choices are abundant.  In this new and exciting world, balance sheet optimization will continue to be a critical component of a successful credit union, yet it must be linked to the credit union’s strategy and desired business model.

This thought-provoking class will incorporate experiential learning, case studies, open discussion, and address questions ALCOs are asking.  For example:

  • What are key characteristics of a strategic ALCO?
  • How can we transform ALCO mindsets from operational to strategic?
  • Every decision has trade-offs, how do we make it so the trade-offs are better understood?
  • How can we better link decision information from various business lines and delivery channels to have a more holistic view as we are making decisions?
  • How might our measures of success need to evolve?

Participants will earn up to 20 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.

Prerequisite Education or Experience:  Basic familiarity with credit union financial statements

Advance Preparation Requirements:  None

Who Should Attend:  ALCO and aspiring ALCO members

Course Times:

Tuesday, March 26, 2019: 9:00am – 4:30pm

Wednesday, March 27, 2019: 9:00am – 12:00pm

Thursday, March 28, 2019: 9:00am – 4:30pm

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
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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