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How to Effectively Use Dashboards in ALCO Work

How to Effectively Use Dashboards in ALCO Work

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Credit unions generate huge amounts of data. A key to effective management is identifying the most important data, monitoring it, and using it in making management decisions. Some credit unions have found the use of dashboards to be highly effective in managing the data. This webinar will discuss, what dashboard are, what types of data they can address, and which types of analyses are most effective for ALCO. The webinar will use case studies and samples to present this information.


  • Thorough review of regulatory environment and requirements
  • Multiple examples of effective benchmarking tools
  • Discussion of analytics that are most effective in dashboards
  • How to engage ALCO members in a discussion on the data analytics
  • Discuss accounting strategies related to the ALCO process

Who Should Attend:

  • ALCO members
  • Board Members
  • CEO/CFO of small to mid sized CUs under $100 million
  • Mid Management
  • Internal Auditors/Accountants working various levels 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: June 6, 2017 | 1:00pm MST

Additional Information

Prerequisites: Minimum 6 months of ALCO/accounting experience in the credit union.

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

Bruce Moret

ALCO Specialist

Bruce has over 30 years of hands on accounting, budgeting and process implementation. He worked for 14 years at Uncle Credit Union, the first seven as Data Processing and Accounting Manager and the last seven as Vice President of Accounting. Uncle Credit Union grew from $12 Million to $180 Million in assets during Bruce’s tenure and he helped implement many of the products and services offered such as ACH/BillPay, FedWire, VISA Debit & Credit Cards and Risk Based Lending.



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