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QuantyPhi Brings Back Annual Two-Day ALM Workshop

MILWAUKEE, WI – May 31, 2022 – After a two-year hiatus, QuantyPhi was thrilled to bring back their annual ALM Workshop last week and work with members face-to-face again. Credit union professionals gathered to gain new insights into asset liability management (ALM) best practices, loan portfolio analytics, and portfolio management at QuantyPhi’s ALM Workshop. The two-day educational event, held at Corporate Central Credit Union, also offered insights into benchmark setting, balance sheet analytics, and overall strategic planning.

Kevin Chiappetta presenting at ALM Workshop

Kevin Chiappetta, CFA, QuantyPhi President, presents on non-maturity deposit shares to 2022 conference participants.

“ALM continuing education is the key to performance success,” said Kevin Chiappetta, CFA, QuantyPhi President. “The ALM Workshop is designed to help credit unions stay on top of market trends, learn best practices, and develop a better understanding of the total-return ALM approach. Optimizing risk and opportunity across the entire balance sheet, not just the loan portfolio, is the only way to achieve overall optimum results. The total-return approach makes investment decision-making easier, allows for better risk control, and provides investment managers with ready, sound options in unpredictable markets.”

“Our goal is to help those who are directly—and indirectly—responsible for monitoring, measuring and managing their credit union’s interest rate risk,” said Danny McIntyre, Vice President Investment Services. “Together, we can help optimize their credit union’s entire balance sheet for maximum performance.”

Conference participants consisted of credit union CEOs, CFOs, ALCO, and financial management staff members. New this year, eligible attendees were able to earn CPE credits if they met the required criteria for the conference. Learn more about upcoming events at QuantyPhi.com.