Board / ALCO Training
Overview
Working closely with your board, ALCO members, and employees to stay up to date on asset liability management (ALM), liquidity, investment portfolios, and balance sheet management topics is essential for a healthy credit union to flourish.
QuantyPhi provides training through individual, in-person or virtual meetings; low cost, live seminars and workshops; and complimentary webinars. We also have dedicated webpages that display helpful industry links, relevant books, and other reading materials that you may find helpful. QuantyPhi experts are available to present at conferences, conventions, and individual credit union events. Please contact us if you are interested in booking one of our speakers.
Key Benefits
QuantyPhi helps keep your board, employees, and committees informed on the latest regulations and policies, ensuring they stay up to speed in an ever-changing financial environment. We provide guidance on best practices for balance sheet management, empowering supervisors and board members to make informed decisions. With a strong financial position, credit unions can better serve their members, maintaining the stability and growth needed to deliver exceptional value.
More Services
ALM Modeling
QuantyPhi’s sophisticated ALM modeling solution provides detailed analytics and helps manage risks and ensure stability by aligning an institution’s assets and liabilities.
Investment Advisory
QuantyPhi and Corporate Central, through our partnership with Concourse Financial Group Securities, Inc., offers credit unions an Investment Advisory service to help reach goals of balance sheet optimization.
Mortgage Servicing Rights Analysis
QuantyPhi’s sophisticated MSR valuation model calculates the value of a credit union’s mortgage loan servicing income on loans that have been sold, but for which the servicing rights are retained as an income stream.