Basic ALM Education for Board Members

Presented by Randy Thompson

This webinar will highlights key regulatory expectations and discuss methods for meeting them. It will also provide discussions of concepts that are foundational to these areas of risk.

Highlights

Interest Rate Risk (IRR) and asset liability management (ALM) are critical elements of risk that receive close and regular scrutiny from regulators. This is because IRR and ALM have such an impact on the viability of a credit union. Recent regulatory changes have added responsibilities for management and board members in relation to IRR and ALM.

• What are interest rate shocks and what causes them
  
• What is happening in the economy and how will these things effect IRR
  
• What leaders can do to meet regulatory expectations
  
• Samples of simulations and dynamic analysis
  
  

Takeaways

• Checklist of key IRR concepts and definitions
• Samples of shock effects
  
  

Who Should Watch

CEO, CFO, Board members