Monthly ALM Strategy Update Series

Archive for the Monthly ALM Strategy Update webinar series.

An informational webinar that offers valuable education and actionable insight.

Topics covered include:

  • Asset-liability management (ALM)
  • ALM modeling and assumptions
  • What-if analysis
  • Industry and market trends
  • Peer comparisons, profitability analysis and other special topics

Click here for information on upcoming webinars in this series.

Download Webinar Files

Requires password. If you don’t know the password, click here to request it.

DateTopicDownload SlidesDownload Recording
December 2020Industry UpdatePDF FileMP4 File
November 2020Industry UpdatePDF FileMP4 File
October 2020Market UpdatePDF FileMP4 File
September 2020Market UpdatePDF FileMP4 File
August 2020Market UpdatePDF FileMP4 File
July 2020Market UpdatePDF FileMP4 File
June 2020Industry UpdatePDF FileMP4 File
May 2020Market UpdatePDF FileMP4 File
April 2020Market UpdatePDF FileMP4 File
March 2020Market UpdatePDF FileMP4 File
February 2020Industry UpdatePDF FileMP4 File
January 2020Monthly Relative ValuePDF FileMP4 File
December 2019Industry UpdatePDF FileMP4 File
November 2019Monthly Relative ValuePDF FileMP4 File
October 2019Monthly Relative ValuePDF FileMP4 File
September 2019Industry UpdatePDF FileMP4 File
July 2019Auto Loan UpdatePDF FileMP4 File
June 2019Industry UpdatePDF FileMP4 File
April 2019Monthly UpdatePDF FileWMF File
March 2019FTP & It’s Role In PricingPDF FileWMF File
February 2019Funds Management PDF FileWMF File
January 2019A Disciplined Approach to ReinvestmentPDF FileWMF File
November 2018Wholesale Leverage & LoansPDF FileWMF File
October 2018Risk ManagementPDF FileWMF File
August 2018Credit Union Industry UpdatePDF FileWMF File
July 2018Hedge PositioningPDF FileWMF File
June 2018Meaningful What-If AnalysesPDF FileWMF File
May 2018Credit Union Industry UpdatePDF FileWMF File
April 2018Auto PricingPDF FileWMF File
March 2018Profitability AnalysisPDF FileWMF File
February 2018IRR ModelingPDF FileWMF File
January 2018Liquidity Coverage RatioPDF FileWMF File
December 20172017 Year-In-ReviewPDF FileWMF File
November 2017Benefits of Pre-FundingPDF FileWMF File
October 2017Auto Loan UpdatePDF FileWMF File
September 2017Liquidity Risk in Regulatory FocusPDF FileWMF File
August 2017Loan Asset Class Update – Relative ValueClient PortalClient Portal
July 2017Model Balance Sheet and Economic ROEPDF FileWMF File
June 2017Agency TBA MBSPDF FileWMF File
May 2017Q1 2017 Earnings UpdatePDF FileWMF File
April 2017Model Balance Sheet UpdatePDF FileWMF File
March 2017Industry UpdatePDF FileWMF File
February 2017Depository Valuations on the RisePDF FileWMF File
January 2017Q4 2016 Market FactorsPDF FileWMF File
December 2016The Fed Rate Hike & Core FundingPDF FileWMF File
November 2016Concepts & Uses of Duration GapClient PortalClient Portal
October 2016Hedging MSR AssetsPDF FileWMF File
September 2016Sources & Costs of LiquidityPDF FileWMF File
August 2016Loan Asset Class Update: Relative ValuePDF FileWMF File
July 2016Return on Equity: Concepts and ApplicationsPDF FileWMF File
June 2016Introduction to Risk-Based CapitalPDF FileWMF File
May 2016Evaluating Risk Using Scenario AnalysisClient PortalClient Portal
March 2016Overview of ASG RolloutPDF FileWMF File

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Wed 20

Monthly ALM Strategy Update Webinar Series

January 20 @ 10:30 am CST
Wed 27

Bi-Weekly Market Update Webinar Series

January 27 @ 10:30 am - 11:00 am CST
Thu 28

How to Tackle 2021’s Investment Challenges

January 28 @ 10:30 am - 11:30 am CST