Webinars
Webinars
UPCOMING WEBINARS
Master the Art of ALCO Meetings: Structure, Content, and Best Practices
Wed., February 28, 2024, 12:00 PM MST
Need help navigating your Asset Liability Committee (ALCO) meetings? Want to improve the effectiveness and decision-making resulting from these meetings? Join us for this informative webinar and turn uncertainty into confidence!
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PARTICIPANTS WILL:
- Develop a better understanding of the ALCO’s purpose and responsibilities
- Identify reports and information that are essential for an effective ALCO meeting
- Discuss critical topics that the ALCO should address
- Explore the flow of information and documentation requirement
Boost your ALCO expertise and ensure your meetings lead to informed, confident decisions. Register today!
How Forecasting and Other Tools Can Help CU's Prepare for a Liquidity Event
Wed., March 27, 2024, 12:00 MDT
Credit unions face increasing liquidity pressure due to inflation and rising interest rates. This webinar will provide you with the tools and knowledge to effectively prepare and manage liquidity risk. We will also discuss regulatory expectations and identify components of a sound liquidity contingency funding policy. Don’t let Liquidity risk strike and hurt your credit union. Register for this webinar today.
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- Develop an understanding of liquidity risk and the associated challenges.
- Discover tools to help prepare your CU for a liquidity event.
- Identify and assess liquidity risk factors in your balance sheet.
- Explore funding resources available in a liquidity event.
- Learn how to meet regulatory expectations for liquidity management.
- Explore how to develop and implement a sound liquidity contingency funding policy.
Mastering the Fundamentals: ALM/IRR Training and Building an Effective ALM Program
Wed., April 24, 2024, 12:00 PM MDT
Are you new to your role or seeking a refresher on interest rate risk (IRR) and its impact on your credit union? This beginner-friendly webinar dives deep into the fundamentals you need to make informed management decisions.
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- Discuss who is responsible for overseeing IRR, setting policies, and managing risk limits.
- Explore the different types of IRR analysis and their practical applications.
- Gain a clear understanding of the importance of internal controls in mitigating risk.
- Discover how to effectively leverage IRR insights to manage your credit union’s balance sheet.
Essential Income Simulation Training for Credit Union Leaders and Boards
Wed., May 29, 2024, 12:00 PM MDT
Are you a Credit Union Leader or Board Member looking to strengthen your knowledge of interest rate risk?
Join our essential training on income simulation and learn how this method helps estimate interest rate risk and how it can help you manage your credit union’s balance sheet.
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- Gain an understanding of interest rate risk and why its management is essential
- Review the basic concepts and assumptions about the loan, investment, and member deposit behaviors
- Receive an introduction to the Income Simulation methodology to estimating interest rate risk as market rates change
- Explore the results of various interest rate scenarios and how changing rates impact net interest income and net income
- Discuss basic thoughts about setting Interest Rate Risk Policy limits
Basic Net Economic Value (NEV) Training for Credit Unions and How to Reduce its Volatility
Wed., June 19, 2024, 12:00 PM MDT
Monitoring & managing ALM interest rate risk is more important than ever in our current environment. This webinar will focus on the Net Economic Value (NEV) approach for estimating interest rate risk & how rising interest rates and other balance sheet changes can have a significant impact on the economic value of net worth.
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PARTICIPANTS WILL:
- Explore Net Economic Value (NEV) and the key assumptions driving the NEV results
- Discuss the principle of Opportunity Cost and its relationship to Market Value
- Demonstrate how rising interest rates & other balance sheet changes can affect Net Economic Value
- Explore how the NEV analysis helps drive smart choices in balance sheet management
- Examine NEV as an approach to IRR analysis, understand its primary advantage, and learn how to set realistic NEV policy limits
- Review regulator approach to NEV
- Share ideas on setting realistic NEV policy limits and experiences with regulator suggestions
CPE credit is now being offered for our new lineup of Mark H. Smith, Inc. Webinars!
Mark H. Smith, Inc. 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. You may mouse over the CPE Sponsors logo for the official statement of CPE sponsorship