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If you lead a credit union, manage ALM, or build member experience, you want clear ideas for serving an increasingly mobile membership and deploying liquidity wisely as spreads tighten.

We talk with Nate Robertson about what it takes to run a truly global credit union for State Department members and Americans living abroad, navigating shutdown uncertainty and the everyday friction of banking systems that were never built for foreign addresses. We dig into how a new leadership team uses liquidity planning, revamped lending, and smarter digital tools to return real value to members who are constantly on the move.

  • leadership turnover as a chance to reassess strategy and operations
  • communicating support during uncertainty through targeted member messaging
  • balance sheet flexibility to protect liquidity and seize opportunities
  • redesigned lending programs to win back member borrowing
  • remote mortgage closing for members stationed overseas

ALM First

ALM First was founded in 1995 with the focus on financial advisory services for credit union clients.

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  Podcast Disclaimer

The content in this podcast is provided for informational purposes and should not be relied upon as recommendations or financial planning advice. We encourage you to seek personalized advice from qualified professionals regarding all investment decisions. Current and future holdings are subject to risk and past performance is no guarantee of future results.

Podcasts should not be copied, distributed, published, or reproduced, in whole or in part. Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or solicitation to buy or sell any securities. The views and opinions expressed by the ALM First Financial Advisors’ speakers are their own as of the date of the recording. Any such views are subject to change at any time based upon market or other conditions and ALM First Financial Advisors disclaims any responsibility to update such views.

These views should not be relied on as investment advice, and because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of any ALM First Financial Advisors product. Neither ALM First Financial Advisors nor the speaker can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

ALM First Financial Advisors is an SEC registered investment advisor with a fiduciary duty that requires it to act in the best interests of clients and to place the interests of clients before its own; however, registration as an investment advisor does not imply any level of skill or training.




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