10:00 a.m. - 10:40 a.m. EST
Core Principles and Key Risk Areas in ALM
Teri Hall, VP, Compliance & Risk Management, NCCO, NCBSO,ODCM
This session will explore the foundational principles of Asset Liability Management (ALM) and identify the key risk areas that financial institutions face. We’ll delve into the essential concepts of balancing assets and liabilities, focusing on liquidity, interest rate, and capital adequacy risks. Attendees will learn how these risks impact overall financial stability and explore strategies for effective risk management. This session is designed to provide a clear understanding of the core elements of ALM and the critical areas where risk needs to be managed proactively.
Education
Asset Liability Management
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December 4, 2024
10:00 a.m. - 12:00 p.m. EST
Gain a focused understanding of Asset Liability Management (ALM) in this two-hour presentation designed for credit union professionals. This presentation covers the core principles of balancing assets and liabilities, managing financial risks, and optimizing performance while ensuring regulatory compliance. You'll also learn about regulatory expectations, best practices, and ALM tools, all highlighting ALM's crucial role in maintaining financial stability and compliance.
Agenda
10:40 a.m. - 11:20 a.m. EST
Regulator Expectations and Best Practices for ALM
Tony Roberts Manager of Compliance Consulting Services CUCE, BSACS, CUERME
Attendees will gain insight into current regulatory expectations, including capital requirements, liquidity management, and stress testing. We’ll also explore industry best practices for aligning ALM strategies with regulatory demands, ensuring robust governance, and maintaining financial resilience. This session is designed to help institutions navigate complex regulatory requirements while optimizing their ALM processes.
Regulator Expectations and Best Practices for ALM
Tony Roberts Manager of Compliance Consulting Services CUCE, BSACS, CUERME
Attendees will gain insight into current regulatory expectations, including capital requirements, liquidity management, and stress testing. We’ll also explore industry best practices for aligning ALM strategies with regulatory demands, ensuring robust governance, and maintaining financial resilience. This session is designed to help institutions navigate complex regulatory requirements while optimizing their ALM processes.
11:20 a.m. - 12:00 p.m. EST
Compliance Considerations and ALM Tools
Kelsie Davis, Senior Compliance Consultant & Regulatory Analyst
This session will cover the critical compliance factors that affect Asset Liability Management (ALM) and the tools available to streamline the process. Key ALM tools will be introduced that help financial institutions manage risks effectively, enhance decision-making, and maintain compliance. Attendees will leave with a solid understanding of how to integrate ALM tools into their operations while ensuring they meet regulatory obligations.
Compliance Considerations and ALM Tools
Kelsie Davis, Senior Compliance Consultant & Regulatory Analyst
This session will cover the critical compliance factors that affect Asset Liability Management (ALM) and the tools available to streamline the process. Key ALM tools will be introduced that help financial institutions manage risks effectively, enhance decision-making, and maintain compliance. Attendees will leave with a solid understanding of how to integrate ALM tools into their operations while ensuring they meet regulatory obligations.
Speakers
Teri Hall, VP, Compliance & Risk Management, NCCO, NCBSO, ODCM
A CUNA Management School graduate and University of Louisville School of Business alumni, Teri has regulatory, management, and operations experience and is proficient in compliance, accounting, and strategic direction. In her free time, she loves being a Grammi, spending time with close family and friends, and cheering on the University of Louisville Athletics.
Kelsie Davis, Senior Compliance Consultant & Regulatory Analyst
Kelsie plans and executes compliance programs as well as provides regulatory training. She has helped launch our on-demand training for all things compliance and comes with years of credit union experience. She enjoys collecting and selling vintage apparel, traveling outside of work, watching motorsports, and playing video games with her husband, Dylan, and their dog, Buttons.
Tony Roberts, Manager of Compliance Consulting Services, CUCE, BSACS, CUERME
Tony manages all compliance consulting services and compliance training opportunities available to credit unions of all asset sizes. His team can serve as internal compliance experts and perform full-service reviews of a credit union’s risk and compliance function. When he is not working, he likes playing golf.
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The League of Southeastern Credit Unions & Affiliates is committed to providing equal access to all individuals, including those with disabilities, seeking information on our website. If you are unable to access content on this website, have questions about accessibility content or technology used by the LSCU & Affiliates, and/or would like to report barriers to accessing any technology used by the LSCU & Affiliates, including this website, please contact us at webmaster@lscu.coop