Incorporating 2020 Lessons into our 2021 Plans

Incorporating 2020 Lessons into our 2021 Plans Webinar Date: December 15, 2020 This year in review webinar will recap a year like no other, sharing important lessons learned and focusing on the latest economic outlook to help depositories and their investment managers...

Exploring Asset/Loan Strategies in 2021

Exploring Asset/Loan Strategies in 2021 Webinar Date: December 4, 2020 Depositories of all sizes are rethinking their loan growth strategies as they plan for 2021. Whether you are considering loan participations, re-evaluating risks or looking at holding more...

Managing Funding Strategies in the New Normal

Managing Funding Strategies in the New Normal Webinar Date: November 19, 2020 With many financial institutions having more funding than they want or need, now is the time to evaluate how we are managing our deposit products and pricing. Join us as we explore...

Creating Your 2021 Risk Dashboard

Creating Your 2021 Risk Dashboard Webinar Date: November 12, 2020 As depositories finalize budgets and strategic plans, having a complete picture of your institution’s risk exposures and opportunities is critical. Join us as we share best practices for creating your...

Is That Yield Too Good to be True

Is That Yield Too Good to be True Webinar Date: November 5, 2020 Cut through the noise and effectively navigate the barrage of flashy yield offerings. Join us to discuss how to use a disciplined investment process to evaluate the specific securities that make sense...

Preparing Your Investment Portfolio for 2021

Preparing Your Investment Portfolio for 2021 Webinar Date: October 29, 2020 As financial institutions continue to see cash coming in from all directions due to net deposit growth, pre-payments and loan run-off, now is the time to ensure your depository has a...

What Makes Successful MSR Hedging Programs Tick?

What Makes Successful MSR Hedging Programs Tick? Webinar Date: September 24, 2020 Mortgage originations are at all-time highs, which means more servicing assets are being created. Is your institution taking advantage of the current opportunity to hedge its mortgage...

How Much Capital Does Your Institution Really Need?

How Much Capital Does Your Institution Really Need? Webinar Date: July 23, 2020 Capital is the core of an institution’s ability to grow and succeed yet answering the question of “How Much Capital Does Our Institution Really Need?” remains a common challenge for...

Why Now is the Time to Hedge Your Mortgage Pipeline

Why Now is the Time to Hedge Your Mortgage Pipeline Webinar Date: June 25, 2020 Have you seen your mortgage volumes hit all-time highs over the past 2-3 months? As many community financial institutions struggle with economic uncertainty impacting 2020 budgets,...

How the Pandemic is Shaping the M&A Landscape

How the Pandemic is Shaping the M&A Landscape Webinar Date: May 28, 2020 Join us to discuss M&A concepts for credit unions in the current environment and learn more about how your institution can prepare now for future opportunities. We’ll share what...

How to Construct a Reliable Investment Framework

How to Construct a Reliable Investment Framework Webinar Date: March 19, 2020 Managing a fixed-income portfolio is more than just picking a bond. Professional portfolio managers must rely on a thorough investment process that lays the foundation for generating...

Working to Maintain Profitability in 2020 & Beyond

Working to Maintain Profitability in 2020 & Beyond Webinar Date: January 30, 2020 Maintaining high performance can be difficult, and pressure on increasing profitability is always present. In this webinar we will discuss profitability trends, measurement...

Concepts of Hedging

Concepts of Hedging Webinar Date: December 12, 2019 Hedging interest rate risk is a fundamental component to sound balance sheet management. In this session, we will define hedging and discuss fundamental hedging concepts. Then, we will review hedging program examples...

Merger Considerations for Strategic Growth

Merger Considerations for Strategic Growth Webinar Date: December 5, 2019 Mergers continue to be a viable opportunity to retain relevance and sustainability for credit unions.  Bank acquisitions have become another avenue for growth.  As the industry continues to...

Liquidity Forecasting: A Must for 2020 Planning

Liquidity Forecasting: A Must for 2020 Planning Webinar Date: November 14, 2019 No matter the movement in rate forecasts and growth expectations, liquidity remains critical for healthy institutions. In order to ensure that adequate liquidity sources are available in...

Value in Non-Agency RMBS

Value in Non-Agency RMBS Webinar Date: November 7, 2019 ALM First recently added an allocation to non-agency Residential Mortgage-Backed Securities (RMBS) in its Core Spread Portfolio. In this webinar, ALM First’s Investment Management Group will review the current...