EasCorp's 2018 ALM ACADEMY

MARCH 12-14, 2018 • BABSON, EXECUTIVE CONFERENCE CENTER, WELLESLEY, MA

Celebrating 20 Years of Excellence in Continuing Education for the Credit Union Industry

At EasCorp's ALM Academy, you will learn how to understand and manage interest rate risk, develop sound strategies, improve your credit union's performance, and pass regulatory scrutiny.

Two unique tracks - Introduction to Asset Liability Management and Advanced Asset Liability Management - are offered, and both include lectures by subject experts and case study reviews designed to prepare you for our fast-changing economy and the decision-making competence it will demand. You'll leave with new tools for financial analysis and sound decision-making, skills that will have an immediate impact on your contribution to your credit union.

Courses qualify for continuing professional education credits (CPEs) by the National Association of State Boards of Accountancy.

Join us from March 12-14 for opportunities to learn, to network, and to relax at the convenient and tranquil Babson Executive Conference Center. Registered, overnight guests arriving on March 12 are invited to attend an exclusive welcome reception and dinner with hosts and faculty.

Celebrating 20 years with 20% off!  Register by January 31 and save 20% off your tuition. Convenient one-stop booking allows you to add your one or two night stay at the time of conference registration.

About the ALM Academy

Education - from an understanding of the fundamentals of asset liability management to knowledge of its theoretical and practical applications - is key to improving financial performance. Led by subject experts from a variety of disciplines, and your industry peers, the ALM Academy offers instruction for students with basic or advanced knowledge of financial concepts. No prerequisites are required.

Introduction to Asset Liability Management Track
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 potential risks facing a credit union.

Topics include: introduction to interest rate risk, tools for measuring and monitoring risk, and building blocks for developing sound risk management policies and practices. Participants earn 12 CPE credits. Learn more.

Advanced Asset Liability Management Track
Best suited for financial analysts and those directly responsible for managing and monitoring the credit union's interest rate risk exposure, including all staff responsible for ALM as well as the CFO.

Topics include an in-depth review of model assumptions, liquidity risk management, investment analysis, loan participations, and CECL considerations. Participants earn 12 CPE credits. Learn more.

The Faculty

Members of the faculty offer extensive experience in asset liability management and investment strategy. They bring the diverse perspectives of financial advisors, regulators and academics, providing a comprehensive understanding of successful credit union financial management.

Debra Connors, Former President and Chief Executive Officer, Money One Federal Credit Union
Debra Connors brings over 35 years of experience in the credit union industry. Prior to retirement, she served as President and CEO for over 15 years at two credit unions in Maryland, most recently at Money One Federal Credit Union. During her tenure at Money One FCU, the credit union’s asset grew from $58 million to over $106 million with loan to share ratio growth from 58% to 84%. In addition, she implemented numerous service options for members and multiple system conversions. Prior to her tenure at Money One FCU, she was President and CEO at National Capital FCU. After her retirement, Ms. Connors served as interim CFO for a $325 million federal credit union and consulted with several other credit unions in operational issues. Prior to her work at natural-person credit unions, Ms. Connors spent 15 years at Capital Corporate FCU. Ms. Connors received her Bachelor of Science degree in Accounting from the University of Maryland, College Park.
Jason Haley, Managing Director, Investment Management Group, ALM First Financial Advisors
Jason is head of ALM First’s Investment Management Group and is responsible for leading the investment process and investment theme development for the firm, including management of the ALM First’s model portfolio strategies. He oversees all capital markets activities, including security selection & trading, market research & commentary, and execution of hedging and funding strategies for the firm’s depository clients. He regularly monitors the financial markets for cross-sector relative value opportunities within clients’ stated objectives. Jason provides daily and monthly market commentaries and presents regularly scheduled webinars on those topics for ALM First and its clients.
Susan Hannigan, CPA, Senior Vice President and Chief Financial Officer, Jeanne D'Arc Credit Union
Ms. Hannigan manages and directs JDCU's accounting, financial analysis, investment, risk management and related practices, including financial reporting, budgeting, asset liability management and insurance. She provides organizational leadership and direction as a member of the JDCU Executive Team. Prior to joining JDCU, Susan worked for Wolf & Company, P.C., where she provided audit and attestation services to financial institution clients. Susan provided advisory services on mergers and acquisitions, compliance with financial reporting requirements, internal controls and technical accounting guidance. She holds professional memberships in the American Institute of Certified Public Accountants (AICPA); and Massachusetts Society of Certified Public Accountants (MSPCA). She received a bachelor of science degree in business administration from Stonehill College.
François Henriquez, Partner, Shutts & Bowen LLP
François Henriquez is a partner in the Miami office of Shutts & Bowen LLP, where he is a member of the Financial Services Industry Practice Group, practicing primarily in the group’s Credit Union Law Section. He joined the firm in October 2012. From 2009 to 2012, Mr. Henriquez served as the President and CEO of U.S. Central Federal Credit Union, where he operated the institution in conservatorship on behalf of the federal government. He was U.S. Central’s senior vice president and general counsel from December 1993 until he became its CEO. From 1982 until 1993, Mr. Henriquez was engaged in private legal practice in law firms in New York City and Kansas City. A graduate of Yale University and Columbia Law School, Mr. Henriquez has also taught financial institutions law as an adjunct professor at the University of Kansas Law School. Mr. Henriquez represents financial institution and corporate clients in a broad array of matters and transactions, including financial institution regulation and supervision, mergers and acquisitions, corporate organizations and reorganizations, capital structures, commercial and consumer lending, credit union service organizations, vendor management and vendor contracts, corporate governance, corporate strategy, and other corporate and legal issues.
Cynthia Nelson, CFA, Senior Vice President, EasCorp
Cynthia Nelson, Senior Vice President for EasCorp, directs EasCorp’s Accounting, Investment and Risk Management Departments. She works closely with credit union clients to review their asset-liability structures and develop investment strategies. In addition, she manages EasCorp’s investment portfolio and risk management programs. She serves on EasCorp’s Asset Liability Management and Enterprise Risk Management Committees. Ms. Nelson has more than 28 years of experience in the credit union industry. She received her BS in Business Administration from the University of New Hampshire and received her MBA with a concentration in finance from Bentley University. She is a Chartered Financial Analyst (CFA) Charterholder.
Hoang Nguyen, Financial Analyst Manager, Digital Federal Credit Union
Hoang Nguyen, Financial Analyst Manager, joined DCU – Digital Federal Credit Union – in April of 2012. He is responsible for asset liability management analytics, whole loan sales operation, ALM reporting to the ALCO Committee, profitability modeling, balance sheet risk management strategy, capital planning, stress testing, and regulatory compliance associated for DCU's Finance Department. Before joining DCU, he was in public accounting for nine years with Shatswell MacLeod & Company and McGladrey & Pullen, LLP, where he mainly concentrated on auditing credit unions, banks, and broker dealers. He earned a Bachelor of Science degree in Business Administration with a concentration in Accounting from the University of Massachusetts Lowell in 2007. Hoang also volunteers his time as a Finance Committee member at St. Patrick's parish in Lowell.
John G. Nilles , Senior Capital Markets Specialist, Office of Examination and Insurance Division of Capital and Credit Markets , NCUA
John G. Nilles is a Senior Capital Markets Specialist, joining NCUA in December 2012. John spent 17 years as a fixed income institutional salesperson at Kidder Peabody & Co, Morgan Stanley Dean Witter and US Bank-Piper Jaffray. Since 2001, he spent 9 years as CFO at two credit unions and 3 years at the FDIC during the financial crisis closing banks and liquidating municipal bonds and private label MBS. John's educational and training background includes earning a BBA degree in Management from the University of Notre Dame, South Bend, Indiana and the Chartered Financial Analyst designation from the CFA Institute of Charlottesville, Virginia.
Stacey Wilkerson, Senior Director, Advisory Services, ALM First Financial Advisors
Stacey Wilkerson joined ALM First Financial Advisors in 2005. As a Senior Director for the firm, Stacey is primarily responsible for the client’s management team to customize and implement effective ALM and investment strategies to maximize client performance. Additionally, Stacey proactively designs sensitivity analyses and scenarios to test client balance sheet exposure to various factors and formulates action plans to optimize client performance within policy and risk tolerances. As a Senior Director, Stacey also ensures clients receive accurate and timely information.

Babson Executive Conference Center

The Babson Executive Conference Center offers a modern and comfortable environment for learning. Add a one- or two-night stay and you’ll enjoy private accommodations in a large, well-appointed room with queen-sized bed, study areas, wi-fi access, and cable television; access to fitness center; daily breakfast and dinner buffets; and, for those arriving on March 12, an exclusive welcome reception and dinner with hosts and faculty.

Accommodations are optional at $260 per person per night. Tour the Center.

Fine Accommodations and Leisure Activities

  • All guest rooms include complimentary, high-speed Internet connectivity
  • Bottom Line Lounge
  • Fitness center, billiards, campus walking trails
  • Access to Babson College athletic facilities, including indoor tennis and racquetball courts, swimming pool and sauna, ice rink, nautilus equipment
  • Access to neighboring golf courses

Directions

Get directions by car and public transportation.