CURRENT WEBINARS

2DAY LIQUIDITY & CORE FUNDING WORKSHOP

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CPE Sponsor Logo

Earn Continuing Professional Education (CPE) Credits with FARIN. See each course's syllabus for details.

Farin & Associates is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

Current Webinars

All sessions are Central Time and run 100 minutes...

ALM Audits - How to Prepare for An Exam/Audit with Every ALCO Meeting

Learning Objectives: We will provide a blueprint to creating an internal ALM Process that will ensure that you have the right components, reporting, and documentation to meet the regulatory scrutiny and offer peace of mind during your next ALM Audit. This is a 1 part program. Click here for a Complete Syllabus

Cost: $325.00 per connection

Upcoming Dates:

 

Alternative Measures for Interest Rate Risk

Learning Objectives: In this session, we will take real world examples and critical management assumptions required to assess the impact of different approaches to rate projections on overall risk levels. Specific examples will include the use of economic rate forecasts, statistical projections, and Monte Carlo Simulation. This is a 1 part program. Click here for a Complete Syllabus

Cost: $325.00 per connection

Upcoming Dates:

 

Maximizing Core Deposit Performance

Learning Objectives: An in-depth look at the use of more in-depth metrics of deposit valuation and how to use these measures to manage cost, increase franchise value, and create competitive advantages in offering deposit products in your market. This is a 2 part program. Click here for a Complete Syllabus

Cost: $450.00 per connection

Upcoming Dates:

 

ALCO EVOLUTION - Moving From Regulatory Requirement to Integrated Profit/Risk Management! **New**

Learning Objectives: We will use various case studies to illustrate the process and benefits to moving beyond the traditional ALCO approach to a dynamic approach. We will outline how institutions compare alternatives for the impact on risk levels versus return, as well as assessing the impact of ideas on competing risk positions. This is a 2 part program. Click here for a Complete Syllabus

Cost: $450.00 per connection

Upcoming Dates:

 

Growing and Maintaining Core Funding **New**

Learning Objectives: This is for financial institutions who wish to develop an understanding of the five key components of an effective core funding strategy. This is a 4 part program Click here for a Complete Syllabus

Cost: $795.00 per connection

Upcoming Dates:

 

Fundamentals of Loan Pricing

Learning Objectives: Through the this course you will find the misconceptions in existing pricing models, the elements to a successful loan pricing model, and how to price features in loans to meet demands and manage risks. This is a 4 part program. Click here for a Complete Syllabus

Cost: $795.00 per connection

Upcoming Dates:

 

ALCO Fundamentals - Making the Most from Your ALCO Process **New**

Learning Objectives: Outlines the “Best in Class” approach to managing ALCO and presents challenges to the way management evaluates interest rate, credit, option, and liquidity risks. The focus of this series is on identification and understanding of the traditional analysis methods and how to use in a more meaningful framework for future decision-making. This is a 4 part program. Click here for a Complete Syllabus

Cost: $795.00 per connection

Upcoming Dates:

Performance Management and Capital Planning **New**

Learning Objectives: This course uses call report data and a case study to review trends in financial performance relative to peers. From there participants are placed in a goal-setting environment where long-term strategic goals are developed as well as annual targets along the way to achieving financial goals.

Specific topics:

  1. Balance sheets and income statements- financial performance building blocks.
  2. Why ROE is an important measure to both stock and mutual organizations.
  3. Relationship between ROE, ROA and capital/assets.
  4. Development of a balanced set of strategic financial goals
  5. Development of annual plans that lead in the direction of financial goals

***Note: An Excel based capital planning model will be provided to participants.***

This is a 4 part program Click here for a Complete Syllabus

Cost: $795.00 per connection

Upcoming Dates:

 

CPE Credits

CPE Sponsor LogoEarn Continuing Professional Education (CPE) Credits with FARIN. See each course's syllabus for details.

Farin & Associates is registered with the National Association of State Boards of Accountancy (NASBA) 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 for CPE credit.

Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web Site: www.nasba.org.

NOTE: Farin is able to offer one set of CPE credits per internet connection/paid registration. You must sit through the classes and be an active participant to obtain them. They are given as 1 credit = 50 minutes.

Contact Us

For more information on our online webinars, please contact us.

For more information regarding refunds, complaint, and program cancellation policies, or any other matters, please contact our Sales and Business Development department at 800.236.3724.