Meet the Team: ALM

Being as informed as possible when making important financial decisions is crucial for credit union success. On this episode of Financial Minds: Meet the Experts, we take a closer look at Vizo Financial’s asset liability management (ALM) team and how they keep credit unions strong in the ever-changing financial environment.

Joining Jaime are Melissa Scott, VP, balance sheet strategy; Michael Rice, senior ALM consultant; and James Thacker, senior ALM consultant, to discuss how their insight on interest rate risk, liquidity, and overall balance sheet strategy supports leadership decision making for credit union stability and growth.

Together, they share:

· What ALM is and why it’s important to credit union success

· Collaborating with the investment team to support credit unions

· How they assist with liquidity risk

· Advice on the budgeting process

· And more!

Tune in to hear our ALM team on this week’s episode! As always, make sure to listen in next week as we continue our meet the team series!

Connect with us:

Vizo Financial: www.vfccu.orgLinkedIn: www.linkedin.com/company/vizo-financial