Meet the Team: ALM

Financial Minds: Meet the Experts by Vizo Financial

Episode notes

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 assis ... 

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Keywords
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