9 a.m. to 10:15 a.m.

Developing Risk Management Policies

  • Incorporating risk limitations into an effective ALM policy
  • Equipping elected officials to understand and question ALM policies and practices
10:30 a.m. to noon

Investment Case Studies

  • Net interest margin analysis
  • Selecting securities for your credit union’s portfolio
Noon to 1 p.m. Lunch
1 p.m.to 4 p.m.

Managing the Risk Taking Process

  • Legal, regulatory, and accounting issues
  • Maintaining proper systems and expertise
  • Developing a sound committee structure and agenda