Asset & Liability Management eSchool 2024
Asset & Liability Management eSchool 2024
Overview
Increase your confidence in managing your credit union's assets and liabilities through the foundational knowledge of asset and liability management (ALM). Gain knowledge through five sessions culminating in a case study exercise that asks the attendee to put it all together and apply the information they have learned. After the case study exercise, Rochdale will cover how ALM connects to enterprise risk management (ERM).
Who Should Attend?
This eSchool is beneficial for CEO, CFO, risk vice president, controller, comptroller, treasurer, finance analyst, finance manager and board members who sit on asset-liability committees (ALCO).
This eSchool is 7 finance CPE credits if you attend every webinar live & participate 3 times per hour.
This learning opportunity is part of the complete Training Bundle series. Subscribe to get immediate access to this webinar or eSchool, along with over 80+ webinars & eSchools covering critical topics for you and all your staff.
Schedule
Monday, December 9, 2024 // 10:00 – 11:15 a.m.
Speaker: Thomas Back
After laying the foundation with an overview of the business of banking (how CUs make money), attendees learn the risks associated with asset/liability management (ALM) and how ALM fits in. The discussion of ALM covers the role it should play in the institution as well as the associated risks. Session includes the importance of ALM to safety and soundness, ALM vs AL compliance, overview and core functions of financial institutions, reward, risk, and ALM objectives and vulnerabilities.
Tuesday, December 10, 2024 // 10:00 – 11:15 a.m. CT
Speaker: Thomas Back
Taking a close look at the general principles of cash flows, attendees then learn about the different types of existing analytical frameworks commonly used to evaluate cash flows—and the limitations of each. Session includes cash flows, static gap, measuring reward (income sensitivity), measuring risk (net economic value), and vulnerabilities with the traditional decision-making process.
Wednesday, Dec 11, 2024 // 10:00 – 11:15 a.m. CT
Speaker: Thomas Back
Having learned the analytical frameworks commonly used to evaluate cash flows, attendees will break down total return and evaluate the trade-off between risk and reward through discussion and case study. They will also walk through an example of liquidity. The session includes incomplete tools and misunderstood terms, the problem with yield and duration, establishing a common denominator, total return scenario analysis, and the marriage of income and economic value simulations.
Thursday, December 12, 2024 // 10:00 – 11:15 a.m. CT
Speaker: Thomas Back
Having learned the conventional analytical frameworks, attendees turn to assumptions and how they factor into the evaluation of assets, liabilities, off-balance-sheet instruments, and more. Session includes non-maturity deposits, reinvestment rates, prepayment speeds, early redemptions, static balance sheet, interest rate changes (timing and magnitude), and discounting cash flows (curves and spreads).
Friday, December 13, 2024 // 10:00 – 11:15 a.m. CT
Speaker: Thomas Back
The program culminteates with the optimal decision-making framework for institutions and lays it out in real-world context along with the impact this framework would have for the various stakeholders of an institution. Session includes liquidity, board oversight, stakeholder tensions, case study, and course takeaways.
Pricing & Registration
Member
Non-Member
Asset & Liability Management eSchool 2024 On Demand
Asset & Liability Management eSchool 2024 On Demand
Member Discounts
All credit unions are invited to register for this event. Members receive a significant discount.
Additional discounts available to member credit unions:
- Less than $50 million in assets save 20%
- Council members save 10%
- League staff save 20%
- Multi-Attendee discount - Register four attendees and get the 5th free
Please include all registrations in the same order for the discount to apply
Only one discount can be applied per registration. If a registration qualifies for more than one discount, the highest-value discount will be applied.
Other non-credit union attendees should contact us to confirm eligibility.
Need help accessing member pricing? Contact 800-356-9655 or hello@americascreditunions.org.
Attendee Info
How to access
Our webinars and eSchools use various platforms, including Adobe Connect, Pheedloop Meet & Stream, and Zoom. All of these platforms are web conferencing technology that allows for live virtual meetings. Whether this is your first time attending a webinar or eSchool, or you simply need a refresher, review these helpful steps and frequently asked questions below.
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Cancellations
Once a purchase is completed, it is considered final. We do not offer refunds or exchanges for these products unless they are defective or not as described. Defective Products: If you receive a defective product, please contact us within 48 hours of receipt. We will arrange for a replacement or provide a refund at our discretion. Incorrect Item Received: If you receive an incorrect item, notify us within 48 hours of delivery. We will provide instructions for returning the item and issue a refund or replacement. For all questions please contact hello@americascreditunions.org.