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Asset/Liability Management

We provide basic Asset/Liability Management (ALM) Consulting, Training, and Customized Financial Management Reports specifically for your credit union.

Financial Management Reports

The Financial Management Reports are provided on a subscription basis.  You can request a one-time report, semi-annual reports or quarterly reports. The report is comprised of 5 pages which includes a high-level balance sheet and income statement to identify trends, a ratio page to review the key performance ratios, GAP Report for interest rate risk, return of the member report (ROM) and a Credit Union Performance Profile (CUPP) Report.

We also provide basic ALM training for volunteers and/or staff to introduce them to asset/liability management.  We utilize your credit union’s numbers for the training session.

Contact us for pricing
Sample FMR