Members and Non-members must sign in to register. If you need to create an FMS Account - Click Here to get started!

Registration for this program will close at 12 PM ET the day of the event, please make sure to register beforehand.

WEBINAR: IRR/Liquidity Funding 101

Tuesday, April 15, 2025 | 2 PM ET

Program Description

Calling all involved with asset liability management (ALM) or those newer to ALM in general! This highly requested introductory program is for you. Join industry experts Deborah Donaldson of Alpha-Numeric Consulting, LLC and Mark Haberland of Darling Consulting Group as they discuss everything you need to know about the rapidly evolving landscape for measuring and managing interest rate risk and liquidity. This webinar will provide a core understanding of risk management basics and the terms you need to know while laying the groundwork for the two-day in-person seminar. Register today and become the person who has the answers.

Presenters

Deb Donaldson
President & CEO | Alpha-Numeric Consulting, LLC

Before starting her own company 18 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 39 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. She is also a published author of both fiction and nonfiction, including the FMS Internal Auditors’ Desk Reference Guide and Auditing and Validating ALM Models. She has a BA in Journalism/Computer Science with a minor in Spanish from the University of Georgia, and a BS in Accounting from the University of Maine.

Mark Haberland
Managing Director | Darling Consulting Group

With nearly 30 years of experience in balance sheet and model risk management and hands-on experience in audit and leading the operations of DCG’s Financial Analytics Department, Mark has unique expertise for optimizing and “right-sizing” risk management in the community, mid-size and large banking space.

In his current role, Mark facilitates educational programs and collaborative workshops and is a trusted resource for financial institutions, industry, and state trade associations, as well as regulatory agencies on a variety of balance sheet and model risk management/validation topics, including IRR, Liquidity, CECL, BSA/AML and ALCO.

Mark is a frequent author and top-rated speaker on a vast array of risk management topics and is the Vice Chairman of the Board of Directors of the Financial Managers Society. The son of an educator and member of the faculty of Pacific Coast Banking School, Mark’s passion for teaching 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, two children, and two dogs. He is a graduate of St. Michael’s College in Vermont with a degree in accounting.

Registration to the live session includes:

One online connection
CPE credit for registrant
Permission to reproduce the handouts and other written material for additional attendees at your location

Only registered attendees of the live session can obtain CPE credit

Credit Hours

Earn up to 1 hour of CPE credit.

Level: Basic
Prerequisites: None
Advance preparation: None
Field of Study: Finance - Technical
Instructional Method: Group-Internet Based

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.

Refunds and Cancellations

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 complete list of FMS payment and registration policies

Registration Fee

Registration for this program will close at 12 PM ET the day of the event, please make sure to register beforehand.

Event Registration Pricing: $295/person

Member Benefit: Members receive a $295 member benefit towards the registration fee for a total registration fee of $0
(member benefit must be selected during payment and only applies for one registration). If a member uses their member benefits for a non-member registration, a $150 cancellation fee will apply should the difference in the non-member rate not be paid and the event registration canceled.

Members and Non-members must sign in to register. If you need to create an FMS Account - Click Here to get started!

FMS does not accept international credit card payments. To make an international payment please contact info@fmsinc.org to pay via ACH.

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WEBINAR: IRR/Liquidity Funding 101