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

June 23, 2026

Senior Management & Directors

Live Webinar:

DateJun 23, 2026Duration90 minutes

08:00 AM PDT09:00 AM MDT

10:00 AM CDT11:00 AM EDT

Unlimited connections for your institution
Available on desktop, mobile & tablet
Take-away toolkit
Presenter’s contact info for questions

On-Demand Webinar:

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

See Registration Options

Is risk bad or good? It depends. Risk is a natural part of the credit union business.

Get it right and you profit and build capital. Get it wrong and “ouch!”, it hurts. The board’s job is never easy and seems to be getting more complicated every year. The financial services market continues to change and risks proliferate. This presentation will cover the fundamentals of asset/liability management, credit risk, and interest rate risk through clear explanations and board-focused insights. Gain the knowledge to interpret financial results, ask the right questions, and align strategy with service. Discover how informed risk management supports sustainable earnings and fulfills the People Helping People mission.

KEY WEBINAR TAKEAWAYS

Intelligent risk: Namely, the right amount of risk to get the profit you need
ALM primer: Get a handle on the complex area of asset/liability management
Make sense of credit risk (the lending world) and how to earn the profit you need
“Staying Short” or “Going Long”? The implications both options have on interest rate risk

BONUS MATERIALS

Financial dashboard template
Detailed handout of all slides
Sample loan profitability report by credit tier

WEBINAR DETAILS

This course will explore some complex financial risks that are a fundamental part of the business we’re in and examine them as opportunities for growth and profitability. We will discuss the basics of asset/liability management and prepare directors to ask key questions of management. This primer will help you look at some of the issues and terms of ALM in a new way.

We will look at diverse points of view on credit risk, the risk of making a loan, and the various ways credit unions approach this necessary risk. Loans are generally the most profitable product we sell, and often the most needed in our communities. But the level of risk you choose to take in lending, the members you will grant loans to, the types of loans you will make, and the pricing on those loans all affect how much you earn on your loan portfolio.

Finally, we will look at interest rate risk to understand how mortgages, auto loans, and investments affect credit unions in the short- and long-term. Each credit union determines the diversity in their portfolio. The types and terms of “assets” in your portfolio have an impact on interest rate risk.

WHO SHOULD ATTEND?

Directors, both veteran and new
Supervisory committee members
Non-financial members of management

TAKE-AWAY TOOLKIT

Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

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