Credit unions gain strategic ALM insights at QuantyPhi workshops

MUSKEGO, WI (December 28, 2017) — To help credit unions prepare for 2018, QuantyPhi balance sheet optimization services recently held two strategic asset liability management (ALM) workshops at Co-op Credit Union in Onalaska, Wis., and Summit Credit Union in Madison, Wis. Both day-long educational events offered area credit union professionals insights into benchmark setting, balance sheet analytics, and overall strategic planning during times of unpredictable interest rate fluctuation.

“Throughout this hands-on traveling workshop series, we’ve seen that credit unions willing to consistently reexamine their ALM process and risk profile are better able to position themselves to perform in the face of quickly-changing conditions,” said Kevin Chiappetta, QuantyPhi President and Corporate Central Credit Union SVP of Investment Services. “Although it takes time to learn how to align investment analysis with balance sheet interest rate risk position, it is critical to credit unions’ success.”

Designed for credit union CEOs, CFOs, and staff actively involved in balance sheet management, the workshops laid a foundation for understanding interest rate risk and key interest rate risk measurement.

“Our goal for holding these educational sessions across the region is to help those who are directly—and indirectly—responsible for monitoring, measuring and managing their credit union’s interest rate risk,” said lead presenter Danny McIntyre, Corporate Central VP of Investment Services. “Together, we can help optimize their credit union’s entire balance sheet for maximum performance.”

“For the past several years, interest rate risk and ALM have been key issues for us as highly-regulated credit unions,” said Carol Adler, Marshfield Medical Center Credit Union President. “This particular workshop delivered in-depth and hands-on details for analyzing various investment options to identify a credit union’s best opportunity. Danny’s presentation was enjoyable and he kept the program moving along nicely. I always find value in the programs that Corporate Central sponsors.”

Each workshop also included presentations to help asset-liability committee (ALCO) members successfully lead the ALM process by establishing effective ALCO structure and policy.

“You can never have enough ALM training,” said Colleen Woggon, Oakdale Credit Union CEO. “QuantyPhi helped teach us how to “quantify” validations and how to best use our ALM model results! I really enjoyed the interactive training session.”


About QuantyPhi, LLC

QuantyPhi, LLC is a wholly-owned credit union service organization. The CUSO specializes in credit union balance sheet optimization. QuantyPhi’s mission is to build better credit unions by building balance sheets with muscle, flexibility, and resilience. Please visit QuantyPhi.comto learn more and follow us on LinkedIn.


Kevin Chiappetta, CFA, President
QuantyPhi, LLC
(414) 433-0176

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