Using ALM Information for Management

(RA 340, 60 min.)

Dates and Times this Quarter:

Thursday, September 24, 2009, at 1:00 P.M., Mtn.

 

Program Objectives: The objective of this program is to provide senior institution financial managers with a better background in using their ALM reports and the assumptions imbedded within them to analyze various alternatives for the enhancement of income, the reduction of the institution’s risk profile, or both.

Program Level/Prerequisites: This program is geared for CFO’s and senior financial managers experienced in the use of the ALM reporting system. The subject matter deals with potential changes in balance sheet structure, and as a result is designed for managers with a good understanding of the ALM system reports and with experience in the structure of the wholesale side of their balance sheet. It is a relatively fast-paced program.

Program Content: This program starts with a review of the impact of the assumptions you have selected in your ALM report, and their impact on your results, them moves on to address the question: “How do I make optimal choices in the wholesale portions of my balance sheet in order to; (1) reduce risk, and/or (2) improve profitability?” Alternatives such as mismatched arbitrages and changes in duration will be analyzed. The impact of assumptions changes on the organization’s risk profile will also be examined.

Time Allotment: - 60 minute Webinar.

Advanced Preparation Required: Time spent by participants in advance of this session to consider possible changes in their balance sheet position, and alternatives to consider with other members of the organization’s senior management would be time well spent to get the most out of this session.

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 Webinar registration instructions and a packet containing program materials will be emailed to you 1 to 3 days prior to the program date.

Cost: $190 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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