Search: "interest rate risk"

Now is the Time to Strategize on Investments

After the Great Recession, credit union loan-to-share ratios declined steeply and didn’t begin their long, slow recovery until 2013.  It has taken 4 more years to approach pre-crisis levels.  Now, credit unions are beginning to face very different questions than they have since the financial crisis. Even if your credit union isn’t feeling a liquidity […]

Optimize Your Budget Business Intelligence

Given all of the time and rigor that typically go into the annual budget process, it makes sense to consider how that process might be improved and generate greater business intelligence for decision-makers.  Beyond creating a base budget, following these 6 steps can help take the budgeting process to the next level and provide leaders […]

Recent Uncertainty Highlights The Importance of Evaluating Strategic Net Worth Requirements

The rapidly changing competitive environment and recent natural disasters are reminders of the importance of evaluating strategic net worth requirements. A key component to understanding strategic net worth requirements is taking a deliberate approach to understanding aggregate risk.  In a previous blog post we outlined an approach to help with this process. Two types of […]

A/LM Education – Fundamentals & The Next Step

Our three-day A/LM Education course includes:

  • The Fundamentals: Using A/LM for Actionable Business Intelligence
  • The Next Step: Connecting A/LM with Strategy

A/LM Education – Fundamentals

The Fundamentals: Using A/LM for Actionable Business Intelligence
Our flagship course will show you how to use A/LM to provide your team with actionable business intelligence. You will work in teams using case studies of real credit unions and will leave the session better equipped to make business decisions.

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