Aug 13

Advanced Financial Literacy Update for New & Experienced Directors: ALM Primer & Financial Accounting & Risk Issues

Registration Options & Pricing

Please select your membership status.

Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available 6 business days following Live date
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your credit union
  • Presenter’s contact info for follow-up

9:00 am – 10:30 am HST
12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

Asset liability management (ALM) is one of the most important things a credit union director needs to understand. Some call it the “rocket science” of the credit union industry because it is very difficult to comprehend. Simply put, it’s the management of loans and deposits over time in a manner that helps maintain the profit and the capital your credit union needs. While ALM is complicated, this webinar will make it easier to understand than ever before. Join us to learn:

  • What tools can be used in ALM
  • What those tools tell you
  • What questions may need to be asked
  • What measurements are important to understand
  • What can happen if ALM isn’t managed well

In addition, this webinar will provide updates on any new accounting and risk issues that have arisen during the year, including the changes that will be taking place as the current Allowance for Loan and Lease Losses methodology is replaced by the new CECL methodology.

Attendance certificate provided to self-report CE credits.


  • Refresher on credit union financial statements
  • Importance of capital and where it comes from
  • Understand more about:
    • Interest rate risk
    • Gap analysis
    • Net economic value (NEV)
    • Credit risk
    • The coming Current Expected Credit Loss (CECL) methodology
  • How to monitor ALM risks and ask questions to ensure the credit union is moving in a prudent, sensible direction

    • Free copy of TEAM Resources’ “Board Dashboard”
    • Employee training log
    • NEW – Interactive quiz


This informative session is designed for board and supervisory committee members, as well as non-financial managers and staff.


"Financial Literacy Fundamentals for New Directors:
Financial Statements, Key Ratios & How to Monitor Your Credit Union"

Monday, June 10, 2019


NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.


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