All Sessions are in CENTRAL time and 100 minutes long...
ALM Audits - How to Prepare for An Exam/Audit with Every ALCO Meeting
Alternative Measures of Interest Rate Risk
Maximizing Core Deposit Performance
ALCO Evolution - Moving From Regulatory Requirements to Integrated Profit/Risk Management!
** New **Growing and Maintaining Core Funding
** New **ALCO Fundamentals - Making the Most from Your ALCO Process
** New **
Courses below may be CPE eligible. Please review the CPE details. Read More
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:
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:
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:
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:
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:
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:
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:
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:
***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:
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