Webinar Archive
Quarterly Loan Transaction Network Update Series
An informational webinar that offers valuable insights and helps interpret changing market conditions. These brief webinars will be scheduled at 10:30 a.m. CDT every 2nd and 4th Wednesday of the month, and will generally last for 15-20 minutes.
Monthly Market Update Series
An informational webinar that offers valuable insights and helps interpret changing market conditions. These brief webinars will be scheduled at 10:30 a.m. CDT every 2nd and 4th Wednesday of the month, and will generally last for 15-20 minutes.
Quarterly Mortgage Pipeline Hedging Series
This monthly series offers market updates and impacts on mortgage pipeline hedging.
Quarterly ALM Strategy Update Series
An informational webinar that offers valuable education and actionable insight.
Enhance Liquidity & Performance Through the Secondary Mortgage Market
Webinar Date: November 2, 2022 Summary With tighter liquidity on the minds of many financial institutions, selling loans has become even more critical for profitable risk management. Join us to learn how establishing a disciplined process from loan lock to delivery...
Thinning Liquidity & The Dangers of Mispricing Assets
Webinar Date: September 21, 2022 Summary Record loan volumes might seem like a great problem, but what if growth is fueling an impending liquidity crisis and sustainability concerns? Join ALM First balance sheet management experts to understand why mispriced assets...
Leadership Planning for 2023: Best Practices to Ensure a Strong Future
Webinar Date: August 24, 2022 Summary Is your financial institution ready for the inevitable CEO and board succession? In this session, we will explore the changes depositories should be preparing for now and share best practices for strategic succession planning....
A Discussion with NCUA: NEV Supervisory Test Trends
Webinar Date: August 3, 2022Summary ALM First’s balance sheet strategy experts join NCUA Capital Markets specialists and Associate Director the Office of Examination & Insurance to discuss the recent trends in NEV Supervisory Test results and the regulatory...
Protecting Your Bottom Line with Hedging
Webinar Date: July 27, 2022 Learning Objectives Identify use cases for off-balance sheet hedging using derivatives Describe common derivative instruments used to hedge interest rate risk Define the elements of a well-designed hedging program Login required Login...
Protecting Your Bottom Line with Hedging
Webinar Date: July 27, 2022 Learning Objectives Identify use cases for off-balance sheet hedging using derivatives Describe common derivative instruments used to hedge interest rate risk Define the elements of a well-designed hedging program Login required Login...
Funding Strategies in a Changing Market
Webinar Date: June 22, 2022 Learning Objectives Identify the differences between core and non-core funding Evaluate marginal cost across various funding strategies Leverage non-traditional funding sources tailored to the institution’s risk profile Login required Login...
Profitable Pricing Models that Withstand Market Volatility
Webinar Date: May 25, 2022 Learning Objectives • Marginal Return/Expected Return Analysis• Calculating Risk-Adjusted Return on Equity• Using Marginal/Expected Return Analysis In Decision-Making• Risk Management Login required Login required Subscribe to our email list...
3 Principles to Strengthen Performance in a Rising Rate Environment
Webinar Date: April 27, 2022 Learning Objectives: Rates, Volatility, & Depository Valuations 3 Principles to Stronger Financial Performance Disciplined Asset Pricing The Value of Deposit Funding Risk Management in an ALM and RAROCFramework Login required Login...
Leveraging NCUA Regulatory Changes in Your Balance Sheet Strategy
Webinar Date: March 30, 2022 Learning Objectives: CAMELS Rating System Addition of “S” Derivatives rule modernization Modernization of capital standards Login required Login required Subscribe to our email list and get the latest articles and announcements from ALM...
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All investing is subject to risk, including the possible loss of the money you invest.
“ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); and ALM First Analytics, LLC (“ALM First Analytics”). Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Balance sheet advisory services are offered through ALM First Advisors. Financial reporting services, loan introduction services, and other special project services are offered through ALM First Analytics. Neither ALM First nor any of its subsidiaries provide legal, tax, or accounting advice.
INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, ALM FIRST OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.