When you consider everything you have to do to effectively manage your asset/liability process (interest rate risk modeling, liquidity measurement and management, contingency funding/planning, supporting model inputs and validating model outputs) it’s no wonder ALM and liquidity are key areas of focus not just for financial managers but also for examiners.

Banks and Credit Unions of all sizes and complexities face new and unique challenges including maintaining accurate data, keeping abreast of regulatory requirements, and producing results in which stakeholders can have confidence. We rely on models more than ever to manage our institutions but constantly find ourselves challenged to develop and support assumptions that reflect current business practices and to use the model to drive strategic discussion and decision-making.

This virtual serves as a refresher course for those who have been involved with asset-liability management, continuing education for ALCO/Board members and senior management that are accountable but not involved in the day-to-day modeling, and a comprehensive overview and introduction to those who are new to the financial services industry.

Over two days, Alpha Numeric Consulting, LLC and Darling Consulting Group will provide detailed examples of how to most accurately construct a model that identifies your true risk profile and acts as a foundation for strategic discussions aimed at risk management and earnings optimization.

Recorded October 7 - 8, 2024

Earn up to 6 hours of CPE