ALM Independent Review ...back to services

The ALM Independent Review is a service peformed for the credit union using the Brick & Associates CU/ALM-ware System*. The purpose of the independent review is to evaluate the reasonableness of the ALM assumptions as it pertains to the specific credit union. The service is peformed remotely from our office using information supplied by the credit union.

What we do:
  • Verify parameters and review assumptions for reasonableness
  • Review ALCO and board minutes
  • Review ALM reports for reasonableness with suggestions to improve the ALM process and accuracy of ALM modeling
  • Review ALM/IRR policy
  • Prepare written report

Why we do it:
  • Address examiner's issues
  • Fine tune cruicial decision making tool
  • Turnover of key personnel

How performed:
Contact us at (440) 542-1536, either Jennifer Bopple (ext 22) or Chris Cordiak (ext 27) for more information regarding ALM Independent Review services.


Brick and Associates provides asset-liability management consulting and software to over 650 credit unions. In the process of working with its credit union clients, trade associations, leagues, federal and state examiners, Brick & Associates has acquired an in-depth perspective on credit unions, ALM strategies, strategic planning regarding the cooperative nature of these institutions and the regulatory framework.
 
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CBS Certified Public Accountants, LLC

34305 Solon Road
Suite 10
Solon, Ohio 44139

main 440.542.1536
fax 440.248.2902


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