ALM & Liquidity Strategic Considerations & Business Intelligence Opportunities

**Get access to this workshop for free ** – when you register to attend Credit Unions Conference in-person. Register here. Please note that registration for the pre-conference workshop is required prior to arriving on-site.

During this hands-on workshop, participants will engage in thought-provoking discussions around real-life opportunities and challenges, including:

• Why traditional KPIs may not work in this environment and how to help key stakeholders understand why it may be critical to have a mindset shift
• Considerations for linking strategic liquidity and funding strategies with the desired type of membership growth, lending relationships, and pricing philosophy
• How to visualize data you have now to make it easier for key stakeholders to grasp – enabling better and faster decision-making
• Top-of-mind scenarios to consider over the short-, intermediate-, and long-term and how to engage other stakeholders

Participants will also walk away with information, and visualization ideas and tools that can be put into action immediately.

Learning Objectives:

• How connecting decision-making on loan pricing and packaging, with deposit and funding strategies can provide strategic flexibility
• Making your communication with various key stakeholders easier to digest can be a competitive advantage
• Many external forces are unstoppable – appropriate and timely mindset shifts are necessary