2025 ALM Academy Tracks

Join Peers and Expert Instructors to Hone Your ALM Understanding, Program, and Policies

Our courses are designed to prepare you for a fast-changing economy and to confidently make the financial decisions the market demand.

Select from one of the two unique tracks described below. If you are unsure which track/level best fits your learning goals, prior coursework, or professional experience, please contact us.

Foundations of Asset Liability Management

An introductory course providing orientation to and review of the core concepts of ALM strategy and best practices.  Participants will leave with a better understanding of the dynamics of their balance sheet, interest rate risk management, key measurements of financial exposure, and more.

THIS INTRODUCTORY COURSE IS DESIGNED FOR:

CEOs, CFOs, ALM committee members, financial management staff, those who manage the balance sheet, and anyone who might benefit from a deeper understanding of the potential risks a credit union must face


Advanced Asset Liability Management Concepts

Professionals with pre-existing practical knowledge of key ALM concepts will delve into the more complex and strategic aspects of the field.  Participants will leave with a better understanding of model assumptions, liquidity risk management, investment analysis, derivative strategies, and more.

THIS INTERMEDIATE/ADVANCED COURSE IS DESIGNED FOR:

Financial analysts and those directly responsible for managing and monitoring the credit union’s rate risk exposure, including all staff responsible for ALM, as well as the CFO.