ALM Workshop

Register Now. View topic highlights, CPE details and overnight accommodations.


Pricing:

Early Bird -
on or before September 29, 2017

$249 per person

Register by November 10, 2017
$299 per person


seating limited

Agenda

November 29
8:00-8:30 am               Registration and Continental Breakfast
8:30-9:00 am               Welcome & Introductions
9:00-10:00 am             Introduction and Overview of
                                     Asset-Liability Management (ALM)
10:00-10:50 am            Net Economic Value (NEV)
10:50-11:00 am            Break
11:00 am-12:00 pm      Net Interest Income (NII) Simulations
12:00-1:00 pm              Lunch
                                     (courtesy of Balance Sheet Solutions)
1:00-1:50 pm                Non-Maturity Share (NMS) and
                                     Deposit Behavior
1:50-2:00 pm                Break
2:00-2:50 pm                Interpret ALM-IRR Results & 
                                     Using the Information
2:50-3:00 pm                Break
3:00-3:50 pm                Review Recent NCUA Regulations
3:50-4:30 pm                Q&A, Closing Remarks

 


Topic Highlights

Objective:

After each session title are details of what you will learn.

Introduction and Overview of Asset-Liability Management (ALM)

Presenter: Dan Frilot, ALM Risk Management, Balance Sheet Solutions
Program Level: Intermediate
CPE Credits: 1
Field of Study: Specialized Knowledge and Applications
 

Net Economic Value (NEV)

Presenter: Matthew Behar, Assistant Vice President, ALM Consulting, Balance Sheet Solutions
Program Level: Intermediate
CPE Credits: 1
Field of Study: Specialized Knowledge and Applications
 

Net Interest Income (NII) Simulations

Presenter: Jim Mathews, Senior Consultant, ALM, Balance Sheet Solutions
Program Level: Intermediate
CPE Credits: 1
Field of Study: Specialized Knowledge and Applications
 

Non-Maturity Share (NMS) and Deposit Behavior

Presenter: Bill Verret, Senior Consultant, ALM, Balance Sheet Solutions
Program Level: Intermediate
CPE Credits: 1
Field of Study: Specialized Knowledge and Applications
 

How to Interpret ALM-IRR Results & Use the Information Effectively

Presenter: Jim Mathews, Senior Consultant, ALM, Balance Sheet Solutions
Program Level: Intermediate
CPE Credits: 1
Field of Study: Specialized Knowledge and Applications
 

NCUA Regulations

Presenter: Bill Verret, Senior Consultant, ALM, Balance Sheet Solutions
Program Level: Intermediate
CPE Credits: 1
Field of Study: Specialized Knowledge and Applications
 


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CPE Details

CPE logoCPE Credits
The program level for this event is “intermediate” and the delivery method is “group live session.” There are no prerequisites or advance preparation necessary for these sessions. Participants can earn up to 6 CPE credits.

CPE credits will be offered in accordance with the National Association of State Boards of
Accountancy. 

Balance Sheet Solutions, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Overnight Accommodations

Hilton Garden Inn - Albany
1389 Washington Avenue, Albany, NY 12206 (518) 453-1300

Marriott Courtyard - Albany
1455 Washington Avenue, Albany, NY 12206 (518) 435-1600

Marriott - Albany
189 Wolf Road, Albany, NY 12205 (518) 458-8444

Hampton Inn - Albany 
1442 Western Avenue, Albany, NY 12203 (518) 438-0001

Cancellation and Refund Policy - Deadline November 10, 2017

Your conference registration is transferable to another person at your credit union by notifying
Balance Sheet Solutions. If your cancellation is received on or before November 10, 2017, your
registration fee is fully refundable. Cancellations received after November 10, 2017, are not refundable.  

Questions/Complaints/Special Needs - Specific to this Event

Contact Jan Stammer at jan.stammer@balancesheetsolutions.org, or at (888) 796-6389, ext. 2846.


 Balance Sheet Solutions, LLC is a Securities and Exchange Commission (SEC) registered investment advisor. View disclosure. Broker/Dealer transactions are facilitated through ISI, Member FINRA/SIPC.

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November 29, 2017
Balance Sheet Solutions
4 Tower Place, Suite 500
Albany, NY 12203