Budgeting: Risks in Next Year’s Balance Sheet

As the budget season approaches, stress pushes down on the institution to correctly forecast the coming year. In addition to the size and allocation of the balance sheet and its returns, management should also consider the impacts of growth on different risk metrics....

Portfolio Structuring for a Successful Institution

A thoughtful and disciplined investment process should lead to more consistent and predictable earnings from the fixed-income portfolio. In this session we use real life examples to show how the portfolio management process works and review performance results....

Balance Sheet Basics in a Changing Economy

Top-Level Takeaways Balance sheet management helps credit unions better understand how current and future economic scenarios will affect assets and liabilities.For this year and beyond, credit unions should monitor rates, liquidity, and technology costs. Interest...

3 Ways Rising Rates Affect Your Balance Sheet

Published in: CU Business Since the turn of the calendar year, financial markets have experienced significant change. After severe flattening at the end of 2017, swap and treasury securities have sold off in anticipation of a rate hike by the Federal Reserve in March,...

Allocating Your Credit Union’s Capital

Published in: CU Business What is the most efficient way to utilize your credit union’s capital? CUB’s Currency expert examines the question from a mathematical perspective to get to its root. Read on to uncover the heart of thorough capital management with a...
ALM First Financial ForumRegistration is Now Open!

Sept. 23-25, 2019
San Antonio, TX

The ALM First Financial Forum is designed for board members and executives of financial institutions to discover insights, formulate strategies, and gain new perspectives about the coming year. It is the must-attend event for everyone involved in managing or monitoring the balance sheet including CEOs, CFOs, Senior Management, Controllers, Treasury Staff, ALCO and Board Members.

Register Now!