QuantyPhi holds third-annual strategic ALM conference

MUSKEGO, WI (April 23, 2018) — Credit union professionals gathered last week to gain new insights into asset liability management (ALM) best practices, performance measurement, and goal setting at QuantyPhi’s third-annual Strategic ALM Conference. The two-day educational event, held at Corporate Central Credit Union, offered strategic solutions for building strong, flexible, and resilient balance sheets. ALM professionals also learned how to set benchmarks that lead the way to consistent performance success.

“Balance sheet optimization can only come from understanding how the balance sheet is structured,” said Kevin Chiappetta, QuantyPhi President. “That’s why ALM education is the foundation of our mission. The better credit unions understand their balance sheets, the better they can set appropriate benchmarks that allow them to perform under multiple rate scenarios.”

Conference participants chose one of two educational tracks. Financial management staff seeking to acquire a better understanding of ALM fundamentals attended sessions that focused on interest rate risk and key interest rate risk measurement. Credit union staff directly responsible for monitoring and managing interest rate risk participated in sessions that focused on advanced topics such as liquidity risk management, portfolio benchmarking, and aligning investment analysis with rate risk position.

“I’ve been coming to the Strategic ALM Conference for the last three years, since it was implemented,” said Sabrina Johnson, Guardian Credit Union Financial Risk Manager. “A lot of helpful information about managing interest and liquidity risk comes out of it every year, which has really helped with understanding the full dynamic of our portfolio.”

In addition to daily breakout sessions for each educational track, attendees participated in full group sessions focused on non-maturity deposits, potential liquidity crises, conservative ALM models, and balance sheet case studies. Participants also gained regulatory insights during a presentation from Marcus Council, a Capital Markets Specialist in the Office of National Examinations and Supervision at NCUA.

“The biggest challenge our credit union faces managing our investment portfolio is the regulatory pushback,” said David Murphy, Marshfield Medical Center Credit Union Internal Audit Manager. “The expertise that QuantyPhi has to offer gives us a better understanding of ALM processing and balance sheet optimization, which is a key to the survival of smaller credit unions.”

Learn about upcoming QuantyPhi events at

Kevin Chiappetta, QuantyPhi president, welcomes conference participants.

Attendees participate in full-group discussions before breaking out into basic and advanced ALM educational tracks.

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 to learn more and follow us on LinkedIn.


Adam Stone
Executive Vice President
QuantyPhi, LLC
(414) 433-0176

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