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Establishing Limits in ALM & Understanding the Simulations: Creating Models to Improve Profitability

Establishing Limits in ALM & Understanding the Simulations: Creating Models to Improve Profitability

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With the increasing regulatory emphasis on Interest Rate Risk (IRR), it behooves CU leaders to implement tools and strategies that can help them manage IRR on a day-to-day basis. These tools and strategies include appropriate limits linked to the CUs financial condition and validated simulations that accurately predict the impact of products and offerings on the CUs IRR position. This webinar will provide hands experience in developing CU specific limits and the use of cutting edge modeling to simulate IRR risks.


  • Thorough review of regulatory environment and requirements
  • What are limits for and why do they matter?
  • How does a CU effectively establish limits?
  • What is IRR modeling?
  • How can IRR modeling be employed to manage risk and increase profitability?
  • Discuss accounting strategies related to IRR management.

Who Should Attend:

  • CEOs/Managers
  • CFOs
  • Lending Officers
  • Compliance Officers
  • ALCO Committee Members
  • Certified Public Accountants (CPAs)
  • Internal Auditors or others working in accounting roles at the CU

By purchasing this webinar, you are registering for this session. Additional registration information will be sent to you in a response from this commerce site that requires logging onto and signing in through a webex link. In order to be awarded the full credits, you must respond to three out of the four polling questions asked during the program. (Please note Webinar Event Time & Date).

Participants will earn 1.0 CPE credit

Field of Study: Finance

LIVE DATE: August 15, 2017 | 1:00pm MST

Additional Information

Prerequisites: Minimum 6 months of ALCO/accounting experience in the credit union. Exposure to IRR management is helpful.

Advanced Preparation: None

Program Level: Intermediate

Delivery Method: Group Internet Based

Refund and Cancellations: Requests for refunds must be received in writing within 7 days of initial purchase and will be subject to a cancellation fee. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 406-315-2809. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

About the Presenter

Randy Thompson

Risk-based Lending / Credit Migration / Pricing

Randy’s background includes more than 10 years in banking, 15 years in higher education and 4 years in state and national government. He has held various positions in his banking career including branch manager, senior commercial loan officer, and Division Vice President. During his banking tenure he created a cutting edge methodology for pricing commercial loans. His research and teaching focused on the development of effective behavior change models.



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