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alm first finanacial institute conference
Financial
Institute 2008		 Learning
Tracks
Class Schedule
 Financial Institute
Faculty		 General
Information
Day 1 Day 2 Day 3

Financial Institute
January 29-31, 2008

LEARNING TRACKS

The financial performance of your credit union is everyone's responsibility – from the CEO and CFO, to the board of directors, to management staff. No matter what their interests or level of experience, your team will gain knowledge they can use immediately to improve results. No prerequisites are required.

ALM and Balance Sheet Management

These sessions will offer formal education in interpreting Asset Liability Management tools such as gap, net interest income (NII) and net economic value (NEV). Continuing to build on these concepts we’ll evaluate different funding options, discuss guidelines for the ALCO committee and gain an understanding of how loan analysis works and the benefits it can provide.

Who should attend?

  • Management staff and elected officials who have mastered basic financial management concepts
  • Professionals who wish to supplement their on-the-job training with more formal instruction

Investment Management and Strategies

The Investment Management track is designed to provide an in-depth look at some of the primary tools money managers use when making investment decisions. Topics discussed will include: interest rates and their impact on one another, the role of the FOMC and the significance of economic statistics. Learn the intricacies of investing in mortgage-backed securities; review the basics of an arbitrage and develop a better understanding of assembling a unique investment strategy for your financial institution.

Who should attend?

  • CEOs, CFOs, controllers and others with a high level of responsibility for balance sheet management


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