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 a key area 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 include maintaining accurate data, keeping abreast of regulatory requirements, and producing results in which stakeholders can have confidence. We are relying 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 in a way that drives strategic discussion and decision-making.

This virtual program with Alpha Numeric Consulting, LLC and Darlign Consulting Group 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.

Over the course of two-days, this virtual four-hour seminar will provide you with 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 18 - 19, 2023

Earn up to 4 hours of CPE