ALM Education: Fundamentals of ALM to Make Decisions
Apr 26-27, 2023
This virtual course is designed for those who don’t live ALM, yet have responsibilities for making strategic recommendations and/or decisions. Most decisions impact financial performance in the short- and longer-term. Used well, ALM enhances decision making and increases customer value.
Using case studies, we will make the following topics come to life:
- How to better link decision information from various business lines and delivery channels to have a more complete view as you are making decisions
- The “So What?” of common ALM methodologies and when to use them
- Key assumptions that can change ALM results
- Great questions to ask as you are reviewing results
- The power of answering “What-if…?”
We’ll quickly test your ideas so you can see how they could change the financial performance and risk profiles of your case studies. You will leave the session better equipped to make strategic business decisions.
Throughout the course, there will be opportunities to discuss specific questions, issues, and decisions you may be considering.
Wednesday, April 26, 2023: 8:30am – 1:30pm PT
Thursday, April 27, 2023: 8:30am – 1:30pm PT
Prerequisite Education or Experience: This course is at a basic to intermediate level. Attendees should have basic familiarity with credit union financial statements.
Who Should Attend: Anyone who needs to understand ALM and has responsibilities for making strategic recommendations and/or decisions.
Fees, Refund, and Course Cancellation Policy:
Fee*: $725 for one participant; $630 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.