ALCO Structure and Agendas

(MGM 430, 60 min.)

Dates and Times this Quarter:

Wednesday, May 13, 2009, at 9:00 A.M., Mtn.

 

Program Objectives: This program is designed to provide participants with a forum in which to analyze the desired structure, objectives, review-process, reporting and record-keeping policies that should be in place for Asset/Liability Management Committees (ALCO) within each institution. We will offer suggestions on committee structure, charter, responsibilities lists, meetings, and specific suggestions on what should be reviewed by this committee. Any recent changes in industry accounting standards will also be discussed.

Program Level/Prerequisites: This program is designed for members of management responsible for organizing, reporting to, and/or participating in ALCO meetings. As such, it is suggested as a topic area for senor management and for board members.

Program Content: Your Asset/Liability Management Committee directs the measurement of the ALM/IRR position of the institution, and manages that position. Content of this program therefore includes ALCO composition, charter, duties, suggested meeting schedules, sample agendas, and structure of the ALCO.

Time Allotment: - 60 minute Web-based program.

Advanced Preparation Required: None

Instructional Method: This program uses a Group Internet-based training method.

CPE Credit: One (1) CPE credit recommended.

Registration: Complete the attached form and email or fax it back to us at least three (3) business days prior to the program you wish to attend. Your Web-based registration instructions and a packet containing program materials will be emailed to you 1 to 3 days prior to the program date.

Cost: $150 per institution connection. You may include as many people as you like in the session at your location.

Registration Form (pdf)

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