Financial Institute
January 29-31, 2008

LEARN TO MAKE COMPLEX FINANCIAL DECISIONS WITH CONFIDENCE

Begin 2008 from a position of strength and knowledge. Join us at The Gaylord Texan in Grapevine, Texas, for the ALM First Financial Institute, January 29 – 31, 2008, and learn how to develop a sound financial strategy to improve performance, manage risk and reach your goals.

Tap into the expertise of ALM First and increase your understanding of the fundamental building blocks of asset liability management or sharpen your investment and risk management skills. The ALM First Financial Institute offers acute financial education sessions and training for credit union employees and board members. Learn the intricacies, formulas and strategies behind essential ALM and investment tools and become better prepared to effectively manage your credit union’s risk.

Learning Tracks will include: ALM and Balance Sheet Management (intermediate) and Investment Management and Strategies (advanced). No advance preparation or prerequisites are required and the delivery method is group-live. Attendees may attend either or both tracks, as they choose, and will earn up to 10.5 CPE credits.

To register for the Institute please click here. The discounted price per attendee is $650 if registration is received by December 10, 2007 and will increase to $700 per attendee after that date.

ALM First Financial Advisors, LLC, 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. All courses qualify for continuing professional education credits (CPEs) by the National Association of State Boards of Accountancy (NASBA).

Click to download a PDF of the Financial Institute 2008 Class Schedule.
Click to download a PDF of the complete Financial Institute 2008 Brochure.