ALM Fundamentals for Decision-Makers
Mar 22, 2021
ALM Fundamentals for Decision-Makers:
Strengthening Business Insights
ALM is at the forefront of most decisions being made. Therefore, as a way to give back to our clients, we are offering our ALM education courses complimentary through Spring of 2021. This opportunity is available for up to two people per institution.
Our March ALM Fundamentals for Decision-Makers course will be a combination of virtual and in-person (limited) attendees. This synchronous learning environment has proven to be successful for engaging discussion and interactive learning for all attendees.
This course is designed for decision-makers who don’t live ALM, yet have responsibilities for making strategic recommendations and/or decisions. Most decisions impact financial performance in the short and long term. Used well, ALM can be a window to see that impact.
Using case studies of decisions ALCOs grapple with, we will make the following topics come to life:
- The “So What?” of common ALM methodologies
- Key assumptions that can change ALM results
- Great questions to ask as you are reviewing results
- The power of answering “What-if…?”
Our engaging instructors work with hundreds of financial institutions. Bring your questions. They will be ready to answer them.
Who Should Attend: Any credit union decision-makers who are responsible for making strategic recommendations and/or decisions and want a foundation before attending Cultivating Agile ALCO members.
Monday, March 22, 2021: 8:30am – 2:00pm PT
In-Person 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.
Fees, Refund, and Course Cancellation Policy
Fee*: Complimentary for c. myers’ clients for two people per institution. Non-Clients: $400 for one participant; $350 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
c. myers corporation
Promenade at South Mountain
8222 S. 48th Street, Suite 275
Phoenix, AZ 85044