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Linking ALCO to the Day to Day Operations of the Credit Union

Linking ALCO to the Day to Day Operations of the Credit Union

  • $79.00

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Highlights

The goal of an effective ALCO is to exert a positive influence on the day-to-day operations of the CU. Activities such as loan and deposit pricing, liquidity management, allowance management, IRR management, all have a direct link back to ALCO. This webinar will discuss the linkages between CU operations and ALCO and present case studies and examples of how CUs have incorporated ALCO throughout the CUs day-to-day operational flow.

Takeaways:

  • Thorough review of regulatory environment and requirements
  • Case Studies throughout the presentation will identify linkages between ALCO and CU functional areas
  • Discuss the interaction of multiple data sets in each functional area to include the following:
    1. Loan pricing
    2. Deposit pricing
    3. Fee Schedule
    4. IRR
    5. Liquidity Management
  • 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: September 26, 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.

VirtualCorps.com 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: http://www.nasbaregistry.org.

 

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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