Looking for additional webinars? Plan ahead and view the 2016 Webinar Schedule.
Webinar OR Recorded Webinar + Free Digital Download
Wednesday, January 11, 2017
1:00 p.m. - 2:30 p.m. (AZ/CO/WY)
Interest rates have been at historically low levels for many years. The Federal Reserve has already raised the federal funds rate and has indicated that they will continue to do so in the future. When is another interest rate hike expected and how much will interest rates increase? More importantly, what impact will rising rates have on your credit union’s financial position? Are you prepared? Join us for an overview of asset-liability management (ALM), including the rules and tools for your credit union.
*Evaluate ALM risks and exposures
*ALM regulatory guidance
*Importance of ALM and related tools
*Role of the asset liability committee (ALCO)
*Core concepts of financial modeling and reporting
*Sample ALM policy
*Links to regulatory guidance
*Employee training log
*Quiz you can administer to measure staff learning and a separate answer key
Attendance verification for CE credits provided upon request.
WHO SHOULD ATTEND?
This informative session is designed for anyone who wants a basic understanding of ALM, including ALCO members, management, and volunteers.
Please note: The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.
ABOUT THE PRESENTER – Stephen J.M. Schiltz, CPA, CliftonLarsonAllen LLP
Steve Schiltz is an assurance senior manager with CliftonLarsonAllen’s Tucson office. He began his career with CliftonLarsonAllen in 2002 and has extensive experience providing assurance and consulting services to credit unions and credit union service organizations. Steve has made presentations to credit union management teams, supervisory committees, and boards of directors, as well as national speaking engagements and webinars.
A licensed CPA in Arizona and Texas, Steve is a member of the AICPA, Arizona Society of CPA’s and the Beta Gamma Sigma Honor Society. He received his bachelor’s in accounting, cum laude, from the University of Arizona in Tucson.
THREE REGISTRATION OPTIONS
1. LIVE WEBINAR
The LIVE WEBINAR option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone. Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, pin number, and handouts will be emailed to you prior to the broadcast. You will need the most current version of Adobe Reader available free at www.adobe.com.
2. RECORDED WEBINAR + Free Digital Download
Can’t attend the live webinar? This option provides a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link two days prior, which can be viewed anytime 24/7, beginning 6 business days after the webinar. You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.
The recorded webinar may ONLY be ordered for 6 months following the live webinar. In addition, the download must be completed within 6 months of the live webinar date.
3. BOTH LIVE WEBINAR AND RECORDED WEBINAR + Free Digital Download
** Includes options 1 and 2 above.
*All materials are subject to copyright and intended for your financial institution’s use only.
Wednesday, January 11, 2017 1:00 PM - 2:30 PMMountain Standard Time
At Your Desk!602-264-6701 ext 2238
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