A free live webinar presented by one of the
credit union system’s most experienced ALM advisers

PART I

In Part I, we will:
♦ Define Concentration Risk
♦ Identify how Concentration Risk may impact mid-sized and small credit unions
♦ Discuss the role and responsibilities of the Board of Directors
♦ Discuss the requirement regulators have put in place to identify, estimate, and
manage Concentration Risk, including NCUA Letter to Credit Unions,
10-CU-03 (Concentration Risk)
♦ Discuss the role and responsibilities of the CEO and executive officers
♦ Identify and discuss likely areas of Concentration Risk
♦ Construct and discuss a risk matrix that illustrates major Concentration Risks
and their interrelationships
♦ Demonstrate a sensitivity calculator and evaluate a mortgage loan
Concentration Risk scenario

Timeframe: Approximately 2 hours for each Part with a 1 hour lunch break inbetween
Date and Time: See schedule here
Cost: Absolutely Free and no obligation on your part
Presenter: Mark H. Smith—In 2012, Mark completes his 35th year working with mid-sized and small credit unions. See his bio.