EVENT: ALM (Session Code: 647)
An ALM checklist outlines steps in organizing an AM process. Each step is addressed
including the following:
·Issues to be included in ALM and Investment policies
·Liquidity analysis
·Setting an ALCO agenda
·Developing a consistent monthly reporting package.


Illinois Pricing:
Regular: $ 169.00

Out of State Pricing:
Regular: $ 169.00

Contact: Greg Framarin (Illinois Credit Union League)
Phone: 630-983-3420
Fax: 630-983-3212
Email: gregory.framarin@ilcusys.org


Speaker: Debbie Rightmire
Speaker Bio:
Debbie Rightmire is Vice President of Asset/Liability Management for the Texas CU League, overseeing the operations of TCUL ALM Resources. She provides semi-annual ALM analysis and consulting services for credit unions in four-state region representing nearly 40 billion in combined assets. She speaks for CUNA and Leagues across the nation having conducted numerous presentation from Georgia to California emphasizing ration analysis, policy formulation, economic trends, liquidity analysis and investment due diligence. Debbie is a senior faculty member of Southwest CUNA Management Schools where she instructs, assists with curriculum development, and evaluates the Financial Management Key Result Area of student’s three-year strategic business plan. Audiences benefit from Debbie’s prior experience as a credit union representative for the Texas CU League, service on the Board of Directors and Asset/Liability Management Committee (ALCO) of Metroplex Credit Union in Dallas and her 30 years in the financial services industry. Debbie joined the Texas CU League in 1979 and is a graduate of the University of Alaska.

Location(s):

Location 1:
Telephone - October 22, 2009: 10:00 am CST
Duration: 12:00 pm CST

Online registration for this event has ended.