Financial Management School 3

In addition to prudent asset liability management practices, credit unions need to focus on improving product pricing in order to increase earnings and strengthen capital positions. Therefore, Part III pairs further instruction on Asset/Liability Management with Product Pricing and Matching Strategies, resulting in better pricing decisions. Participants will analyze their own individual credit union's Gap calculations, product pricing, and matching strategies. They will work with Jim to analyze underlying assumptions, and will have the opportunity to make changes or enhancements. Using individual GAP and matching analysis completed for selected credit unions, Jim will critique ALM assumptions including pricing and matching strategies in order to further the participants understanding of Asset/Liability Management concepts. This workshop also includes an overview of Net Economic Value analysis (NEV), increasing the participants understanding of how it can be used as a reliable ALM tool.


While the best results are achieved by attending all four parts, you can attend one, two, three or four sessions depending on your level or expertise. Plan to attend this great series and develop a useable financial plan for your credit union. You can view a calendar of upcoming Financial Management Schools here.

If you are interested in scheduling a Financial Management School for your league or credit union, please contact us at 800-522-9432, or via email at .