Members and Non-members must sign in to register. If you need to create an FMS Account - Click Here to get started!
Managing the asset/liability process, modeling interest rate risk, measuring liquidity for current and adverse situations, defining contingency planning and auditing model inputs and outputs are some of the most heavily scrutinized areas financial managers face at their institutions today. Challenges that banks and credit unions face include maintaining accurate data, keeping abreast of regulatory requirements, producing results in which management can have confidence, structuring a balance sheet that is profitable, balancing risk and reward, navigating mergers of vendors and core processers, staffing, and doing all of this within the environment of rising rates and environmental issues that have never before been experienced. For members of your institution who are involved in the asset/liability management process knowing how to define accurate and institution-specific assumptions and reporting accurate and informative results is vital. This seminar serves as a refresher course for those that 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 that are new to the financial services industry. Informative and collaborative discussion is also helpful to all attendees, including staff, management and internal/external auditors.
This two-day virtual will help you:
Tuesday, May 2 - Wednesday, May 3, 2023 | 1 - 4 PM ET
Deborah Donaldson President and CEO, Alpha-Numeric Consulting, LLC
Prior to starting her own company 15 years ago, Deborah Donaldson worked for MPS and IPS-Sendero (Fiserv). As President and CEO of Alpha-Numeric Consulting, Deb is responsible for model certifications and validations for a variety of domestic and international simulation models. She has specialized knowledge and technical skills backed by more than 33 years of experience in banking, financial applications, software models, and consulting services with an emphasis on asset-liability management, internal audit, liquidity, profitability analysis and risk management. Deb is a former member of the FMS Board of Directors, past Chair and member of the FMS Internal Audit/Risk Management Council, national speaker, frequent contributor to industry newsletters and magazines, BALM contributor, Georgia Bankers Association member, and Editorial Advisor for the Internal Audit Alert newsletter. She has published both fiction and nonfiction, including the 2nd edition.
Mark Haberland Managing Director, Darling Consulting Group
Mark has over 25 years providing balance sheet and model risk management education and consulting to the community and mid-size banking space. A frequent author and top-rated speaker on a wide array of risk management topics, Mark facilitates educational programs and workshops for numerous financial institutions, industry and state trade associations, and regulatory agencies. He is also a member of the Financial Managers Society’s Finance Council. Mark has been with DCG since 1997 holding many roles and responsibilities, including leading the operations of the firm’s Financial Analytics Group for many years. In his current role, Mark’s passion for teaching and collaboration drives his desire to work with bankers to strive for excellence within their organizations. Mark lives on the North Shore of Boston with his wife and two children. He is a graduate of St. Michael’s College in Vermont with a degree in accounting.
Only registered attendees of the live session can obtain CPE credit
For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.
Cancellations will be issued after completed request form is returned to FMS via info@fmsinc.org. Refunds minus a $250 processing fee will be issued and may take 30 days to process. Should you be unable to attend and want to transfer registration to a co-worker, additional costs could apply. FMS reserves the right to change instructors or reschedule/cancel session when necessary. Click Here for a a complete list of FMS payment and registration policies
Event Registration Pricing: $650/person Member Benefit: Members receive a $200 member benefit towards the registration fee for a total registration fee of $450 (member benefit must be selected during payment and only applies for one registration) Members and Non-members must sign in to register. If you need to create an FMS Account - Click Here to get started!