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Events & Training

Webinar | Introduction to Asset & Investment Management (AIM)

Tuesday, August 18, 2026 10:00 AM - 10:30 AM

 

Join Rachel Dulaney, Director of ALM Operations at Millennium Corporate, for a high-level introduction to AIM and discover how our team helps credit unions strengthen financial performance, manage risk, and make informed strategic decisions. You'll gain an overview of our Asset Liability Management (ALM), investment, and liquidity solutions, along with the expertise behind each service.

During this webinar, you'll learn how AIM supports credit unions through services such as ALM modeling and reporting, interest rate risk validation, investment solutions, liquidity planning, borrowing options, and more. Whether your credit union is looking to enhance its balance sheet strategy, diversify investments, strengthen liquidity, or simply explore available resources, this session will provide valuable insight into how AIM can become an extension of your team.

If your credit union has not yet partnered with AIM or you're interested in learning more about the services available, this webinar will provide a comprehensive introduction to the solutions designed to help your institution navigate today's evolving financial environment with confidence.

What You'll Learn

  • The role Asset Liability Management (ALM), investments, and liquidity planning play in your credit union's financial strategy.
  • How AIM's services can help identify risk, improve decision-making, and support long-term financial performance.
  • The investment and liquidity solutions available to help your credit union meet its goals.
  • How partnering with AIM can provide ongoing expertise and customized support for your institution.

Who Should Attend?

This webinar is ideal for credit union professionals who are new to AIM or interested in learning more about the services available, including:

  • CEOs and Executive Leadership
  • CFOs and Finance Teams
  • Investment and Treasury Professionals
  • ALCO Members
  • Anyone responsible for balance sheet management, investments, or liquidity planning
  • Credit unions that are not currently utilizing AIM services and want to explore how we can support their financial strategy

Register online for this event

Registration

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