Join the Asset Liability Management Virtual Event on October 24

Join us for the Asset Liability Management (ALM) virtual event on Thursday, October 24. This session will provide essential insights and strategies for managing your institution’s assets and liabilities effectively. Don’t miss this opportunity to enhance your understanding of ALM and strengthen your credit union’s financial health.

Check out the agenda below:

10:00 – 10:40 a.m. ET
Core Principles and Key Risk Areas in ALM
Teri Hall, Vice President, Compliance & Risk Management, NCCO, NCBSO,ODCM

This session will explore the foundational principles of Asset Liability Management (ALM) and identify the key risk areas that financial institutions face. We’ll delve into the essential concepts of balancing assets and liabilities, focusing on liquidity, interest rate, and capital adequacy risks. Attendees will learn how these risks impact overall financial stability and explore strategies for effective risk management. This session is designed to provide a clear understanding of the core elements of ALM and the critical areas where risk needs to be managed proactively.

10:40 – 11:20 a.m. ET
Regulator Expectations and Best Practices for ALM
Tony Roberts Manager of Compliance Consulting Services CUCE, BSACS, CUERME

Attendees will gain insight into current regulatory expectations, including capital requirements, liquidity management, and stress testing. We’ll also explore industry best practices for aligning ALM strategies with regulatory demands, ensuring robust governance, and maintaining financial resilience. This session is designed to help institutions navigate complex regulatory requirements while optimizing their ALM processes.

11:20 a.m. – 12:00 p.m. ET
Compliance Considerations and ALM Tools
Kelsie Davis, Senior Compliance Consultant & Regulatory Analyst

This session will cover the critical compliance factors that affect ALM and the tools available to streamline the process. Key ALM tools will be introduced that help financial institutions manage risks effectively, enhance decision-making, and maintain compliance. Attendees will leave with a solid understanding of how to integrate ALM tools into their operations while ensuring they meet regulatory obligations.

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Register Today!