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AICPA & CIMA Conference on Credit Unions

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October 24, 2023 @ 11:00 am - 12:30 pm CDT

Robert Perry
Principal, IMG & ASG
ALM First

Jason Haley
Chief Investment Officer
ALM First

Title: ALM and Managing in Current Rate Environment (including Liquidity)

Description: Discuss strategies and endeavors to survive and prosper in a rising rate environment. Could also touch on other items that affect profitability like reducing/elimination of ODP fees, etc.From evals; balance sheet management, Interest Rate Risk, risks, financial impact, strategies, Managing interest rate risk w/ hedging & derivatives, Mortgage Banking / MSRs


Grand Hyatt Denver
1750 Welton St
Denver, CO 80202 United States
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