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ALM - 11 Key Ratios You Should Know QuickBite
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ALM - 11 Key Ratios You Should Know QuickBite

8/19/2014

When: Tuesday, August 19
10:00-11:00 a.m.
Where: In Your Credit Union
  
Contact:
Kristina Kirchmer

Registration Information
Online registration is closed.
Details

Asset/Liability Management ratios can be complex and overwhelming yet credit unions need ratios to analyze the past and make decisions for the future.  The numerous software packages available provide a variety of ratios and produce stacks of reports and the results may be overwhelming.  Your credit union’s decision makers need concise information to make sound decisions. This session begins with the goals of asset/liability management.  It identifies the eleven primary ratios that ultimately determine the credit union’s CAMEL score, including the 4 primary ratios highlighted in NCUA Letter 03-CU-04.  Each ratio includes a definition, a formula for calculating the ratio, the desired outcome, and the impact factors of each. This enables participants to analyze performance on a monthly basis and adjust strategies as needed.  New credit union staff and volunteers will benefit from this overview; seasoned professionals will appreciate a refresher in these challenging economic times.

Speaker:  Debbie Rightmire is Vice President of Asset/Liability Management for the Cornerstone Credit Union League.  She manages the operations of ALM Resources and delivers semi-annual ALM analysis and consulting services to credit unions across the U.S. representing over 100 billion in combined assets.  Debbie serves as a speaker for CUNA and Leagues across the nation.  She conducts presentations emphasizing financial statement and ratio analysis, policy formulation, liquidity analysis, and investment due diligence.

Educational Investment:

Over $75 million  - $109 per telephone connection
$25-$75 million - $89 per telephone connection
Under $25 million -  $59 per telephone connection

Archive:
An audio archive is available at no additional charge and can be accessed for 60 days after the live session. Instructions on accessing the archive will be sent with your connecting instructions and confirmation.

Education Scholarships:

Scholarships are available for all KCUA education events. Scholarships pay 100% of registration fee for credit unions under $25M, 50% for credit unions between $25-$75M and 25% for credit unions over $75M.

APPLY TODAY!

 

 

 

Upon registration, you will receive an email confirmation that you can print for your records. Connecting instructions will be emailed to you approximately two days before the event.

Cancellation Policy:
Sorry, no cancellations are allowed after connecting instructions and handout materials have been sent to registrants. Substitutions are welcomed and encouraged.

 

 
 

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