Good Ideas to Make Your ALM Life Easier!

RA 425; 60 Minutes

Times and Dates this Quarter:

Wednesday, June 17, 2009, at 9:00 A.M., Mtn.

 

Program Objectives: The objective of this program is to provide clients who have experience with FIMAC data capture software with very useful and concise recommendations on how to make the production of their reports easier and more accurate.

Program Level/Prerequisites: Experience with the use of data capture software and report production is recommended.

Program Content: A very successful and well received program at our 2008 Annual Meeting in Denver, this session is specifically designed to help you more quickly enter and update your numbers into Data Capture, update your assumptions, and edit your input. The objective is to make you more efficient with the data capture process, and expedite the creation of more accurate monthly/quarterly ALM reports. This program was developed by Ray Ress, as a result of his years of experience in assisting clients with their data capture questions. Topics covered include; accessing your data sources, updating interest rates, tax rates, and term structure correction of balance sheet accounts, budget data input, and helpful hints on data transfer.

Time Allotment: - 75 Minute Web-based program.

Advanced Preparation Required: Exposure to, and/or responsibility for using data capture software to upload new data sets to FIMAC. Experience in knowing where your data is coming from – what systems/reports you get data from, is very beneficial.

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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