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Model Concentration Risk Policy (CRP) & Appendix A Updates--All Federally Insured CUs are required to have a CRP
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Basic Model ALM Policy Updates
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Advanced Model ALM Policy Updates
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Two Model Investment Policies Updates
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Model Liquidity Policy Updates
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Model Contingency Funding Plan (CFP) Updates
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New Versions of the
CU/ALM-ware System
Assistance with Why Ramp Tests are Better Than Immediate Shocks
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Target Rate Structure with Economic Commentary After Each Fed Meeting
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ALM Papers as written
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ALM Memos
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Deposit Strategies, as needed
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Key Economic Graphs Updated Quarterly
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Assistance Interpreting Interest Rate Risk
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Assistance with ALM Regulatory Issues
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Assistance Creating What-If Analyses
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Assistance with Modeling Behavioral Assumptions
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Credit Card Profitability Model with Instructions
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Peer Group Data Updated Quarterly
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ALCO Discussion Checklist & Record
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Mortgage Loan Origination Graph
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Monthly Mortgage Loan Prepayment Data
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Historical Interest Rate Changes
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Top 30 ALM FAQs & Answers
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Monthly Investment Market Rates
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Technical Software Support via the Telephone
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Invitations to Strategic ALM Conferences (Over 930 clients attended in 2011 for a separate fee)
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Invitations to Periodic Basic and Advanced ALM Training and Budgeting Training Sessions (Over 180 clients attended in 2011 for a separate fee)
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Access to Secured Client Area of
www.brickinc.com
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Updates to
CU/ALM-ware Documentation
CU/ALM-ware® and CU/BUDGET-ware® are registered trademarks of
Brick & Associates, Inc
