Balance Sheet Manager Basics

BSM 300; 60 Minutes

Dates and Times this Quarter:

Tuesday, June 16, 2009, at 9:00 A.M., Mtn.

 

Program Objectives: Are you getting the most from your Balance Sheet Manager? Are you able to model opportunities or possibilities efficiently, and get the answers that provide substance for decisions? If you could use some help in better utilizing this decision-making system, please consider joining us for this 60 minute Web-based presentation designed to maximize the time your spend using Balance Sheet Manager, and maximizing the quality of the “what-if” answers it provides.

Prerequisites/Level: This program is designed for analysts and CFOs who operate the Balance Sheet Manager software system, and have used it to model alternatives for their institutions. While we will start with some fundamental principals, at least some prior exposure to the operation of the system is desirable.

Program Content: We will start with a review of the data set and work in detail with the options available to you in the construction of the assumptions sets that are necessary for a particular scenario. We will review how to build the assumptions, and suggest ways to save particular scenarios for future use, and how to save output to document the reasons for decisions.

Time Allotment: 60 minute web-based program.

Advanced Preparation Required: In order to take full advantage of this session please review your current BSM report and determine what you can and cannot do with it. Look at the base data set (what you have on the Risk Analytics report of the same date, and determine if possible what changes you would like to be able to make that would be valuable to you in terms of considering alternatives.

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 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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