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2022 AICPA & CIMA Conference on Credit Unions

CU2214 - Managing a Balance Sheet to Withstand Interest Rate Volatility – Part II, Strategies and Solutions

Oct 25, 2022 4:10pm ‐ Oct 25, 2022 5:00pm


Although the interest rate environment has changed rapidly, depositories with a disciplined asset-liability management framework are best suited to weather the storm. Learn practical strategies for building a balance sheet that is resilient in any rate environment.

In part two of this cautionary two-part session, experts will highlight key considerations of a disciplined asset model, compare funding alternatives, and identify practical applications of hedging strategies to manage and enhance margins. Learn how to build a management process that gets buy-in across departments to effect meaningful improvement in financial performance.

Learning Objectives:
  • Identify critical areas of refinement for dependable asset pricing models Evaluate marginal cost across various funding strategies
  • Evaluate marginal cost across various funding strategies
  • Describe applications of hedging to stabilize financial performance


  • Jason Haley, Chief Investment Officer, ALM First Financial Advisors
  • Robert Perry, Principal, ALM & Investment Strategy, ALM First Financial Advisors
Category: Concurrent Session (Onsite and Online)

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