Using ALM to Enhance Decision-Making

Using opportunities and issues decision-makers face today, following are just a few examples of the questions we will discuss.  

• What are key considerations in balancing inflationary pressures with the distinct possibility of a recession while preserving customer value? 
• Liquidity and affordable funding stresses are mounting for individual financial institutions, as well as the possibility of stresses systemically.  What should we have on our radar screen to be better prepared? 
• How can we improve the way we link decision information from our various business lines and delivery channels to have a more complete view as we are making decisions? 

• What are the “So What’s” of the various ALM methodologies?  

This course is highly interactive.  To help reinforce learnings, participants will have the opportunity to practice the power of “what-ifs” and quickly see how the actions they are considering can change financial performance under a wide range of economic possibilities.  

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

Logistics:

This experiential learning event is hybrid – you can choose to attend virtually or in person. This synchronous learning environment has proven to be successful in engaging discussion and providing interactive learning for all attendees.

If you choose to come see us in person, you would be visiting sunny Phoenix, Arizona. We are located next to 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.

Who Should Attend:

Members of the C-Suite and senior leadership who need to understand ALM and have responsibilities for making strategic recommendations and/or decisions. 

Course Times:

Tuesday, April 28 2026:  9:00am – 2:00pm PT  

Wednesday, April 29 2026:  9:00am – 2:00pm PT   

Fees, Refund, and Course Cancellation Policy:

Attendance Fee*:  $400 per participant.  

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