QuantyPhi announces Strategic ALM Workshops to prepare for interest rate fluctuation

MUSKEGO, WI (November 16, 2017) — QuantyPhi invites credit union executives to gain a better understanding of asset liability management (ALM) best practices, appropriate benchmark setting, balance sheet analytics, and overall strategic planning during times of unpredictable interest rate fluctuation at one of its two Strategic ALM Workshops next month. Held Dec. 12 at Co-op Credit Union in Onalaska, Wis., and Dec. 13 at Summit Credit Union in Madison, Wis., each day-long educational event will focus on aligning investment analysis with balance sheet interest rate risk position.

“As we approach 2018, planning for potential rate increases, exploring strategies that perform well in multiple scenarios, and keeping sharp focus on overall balance sheet risk will continue to be front-and-center issues,” said Kevin Chiappetta, QuantyPhi President and Corporate Central Credit Union SVP of Investment Services. “Credit unions that understand how to optimize their entire balance sheet will have an edge, as will credit unions who invest in outsourced or in-house technology that can run what-if scenarios fast enough to adjust to quickly-changing conditions.”

Part of a hands-on traveling workshop series, each program will lay a foundation for understanding interest rate risk and key interest rate risk measurement. Workshops will also include presentations to help asset-liability committee (ALCO) members successfully lead the ALM process by establishing effective ALCO structure and policy.

“Helping train our management teams and boards on what the numbers mean—and how to use them to make better decisions—is really important,” said Michelle McClelland, Prospera Credit Union CFO. “As rates go up, we need to make sure that we’re well-versed on what’s happening with our balance sheets and what it looks like from an interest risk perspective.”

Learn more and register for QuantyPhi’s Strategic ALM Workshops at Registration deadline is Dec. 8.

QuantyPhi’s Strategic ALM Workshops will be hosted by Co-op Credit Union on Dec. 12 and Summit Credit Union on Dec. 13.

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

More News