Financial Managers School 2022 | Financial Managers Society (FMS) | 19 September 2022 | Fluno Center for Executive Education Madison, 601 University Ave, Madison, WI 53715, USA

As the economic and regulatory environments continue to change, it’s vital that bank and credit union CFOs, controllers and other finance and accounting executives have a solid foundation in asset/liability management. The event provides this foundation through this unique, hands-on immersion program designed to provide workable strategies to help you meet your institution’s regulatory and financial performance objectives.

This event goes beyond the basics offering a learning environment aimed at giving you the practical tools you can bring back to your institution and implement immediately. You’ll learn innovative concepts and terminology of bank finance and asset/liability management as well as test practical implementation tools to help you profitably manage your institution’s balance sheet, enhance your strategic planning, and better communicate new strategies to your board and ALCO.

Why You Should Attend
Our expert faculty will take an in-depth look at all facets of asset/liability management providing you with the practical tools to:

• Develop an effective capital planning strategy
• Use the annual planning process to respond to change and make effective decisions on risk-return trade offs
• Analyze peer and trend analysis to develop a risk management profile with effective measures and goals
• Examine interest rate risk and the measurement systems of gap, duration, dynamic income at risk, static and dynamic value at
risk
• Use an A/L model to evaluate risk-return trade offs
• Communicate financial information to management for responsible decision making
• Evaluate liquidity risk management strategies and funding options
• Review investment portfolio management strategies and investment policy issues
• Examine effective credit risk management including loan policy, tracking issues, and integration with the ALCO process
• Price loans using benchmark securities
• Install an effective deposit pricing process with decision-making tools for choosing the best retail and wholesale funding
options
• Make better decisions by measuring the profitability of the organization, lines of business, products and customers
• Use profitability analysis tools in the product development process