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Upcoming League Events


TeleConference: ALM - 11 Key Ratios You Should Know


Tuesday, August 19, 2014   (90 minutes)

10:00 - 11:30 am (CST)


Speaker: Debbie Rightmire

About the Program
Asset/Liability Management ratios can be complex and overwhelming yet credit unions need ratios to analyze the past and make decisions for the future. The numerous software packages available provide a variety of ratios and produce stacks of reports and the results may be overwhelming. Your credit union’s decision makers need concise information to make sound decisions. This session begins with the goals of asset/liability management. It identifies the eleven primary ratios that ultimately determine the credit union’s CAMEL score, including the 4 primary ratios highlighted in NCUA Letter 03-CU-04. Each ratio includes a definition, a formula for calculating the ratio, the desired outcome, and the impact factors of each. This enables participants to analyze performance on a monthly basis and adjust strategies as needed. New credit union staff and volunteers will benefit from this overview; seasoned professionals will appreciate a refresher in these challenging economic times.

Related Files
Printable Brochure (Adobe PDF File)

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