Training is tailored to meet the specific education needs of your institution. . .
Institution-specific, detailed 10 page outline and/or handouts on topics of CU's choice;
Extensive pre-training preparation done by Brick on CU's behalf;
Management selects topics from the above list so training meets CU's needs;
Material prepared by Brick depending on training topics selected;
ALM & Key Ratios Reports may be used during the Training depending on the topics; and
Brick staff reviews CU's ALM Reports prior to training so any material errors may be corrected. (If Brick staff needs to spend time working with CU to correct ALM analyses prior to writing the outline an additional charge may apply.)
Board Telephone Training is an efficient way to get your volunteers the knowledge they need...
2-hour Telephone Training session is an efficient use of volunteers' time;
Participants are encouraged to raise questions during the training; and
A significant amount of material is covered in 2 hours.
Board Training is recommended and sometimes required by examiners
Training Certificate will be sent to the CEO following the training session; and
The certificate, outline, and any reports should be included in the Board Packet and shown to examiners.
Offered Monday - Friday 9AM - 5PM EST by Bridget Balesky
Contact our office at 800-332-8188 for more information and the cost for a 2-Hour Board/ALCO Telephone Training Session. Cost includes a day of Bridget's time writing the outline on the topic(s) chosen, B&A's review of ALM & Key Ratios Reports, and the 2-hour Telephone Training. Prices are subject to change without notice.
Testimonials
Members First CU (Columbus, OH) "Bridget Balesky did an excellent job of integrating the concepts of ALM and interest rate risk with their practical applications to our balance sheet. The prospect of a two-hour telephone training session does not excite a credit union director. However, within minutes, they were all fully engaged and involved in the session. Many of them remarked at how quickly the session had gone for them and how much they learned. I would highly recommend this method of training to any credit union wanting to provide ALM training at any level for their directors."
Seven Seventeen CU (Warren, OH) "Brick & Associates' Board/ALCO Training Session helped our Board of Directors understand a very complex subject. Brick's presenter did an exceptional job breaking down a complicated topic, and presented it in an easy to understand format. This training enabled the directors to better understand management's recommendations and helped them engage in higher levels of discussions on ALM issues and decisions. Not only was this training very valuable, it also met the regulatory educational recommendations for ALM training."
