ALM Workshop

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


Balance Sheet Solutions
1000 Lakes Drive, Suite 320
West Covina, CA 91790

Pricing:

Register by September 14, 2018
$249 per person


seating limited

Agenda

September 27
8:00-8:30 am                Registration and Continental Breakfast
8:30-9:00 am                Welcome & Introductions
9:00-9:50 am                Overview of Asset-Liability                                                         Management (ALM) & Interest                                                   Rate Risk (IRR)
9:50-10:00 am              Break
10:00-10:50 am            Net Economic Value (NEV) & NEV                                             Supervisory Test
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
2:00-2:30 pm                Interpret ALM-IRR Results
2:30-3:20 pm                Linking the Investment Portfolio 
                                     and ALM Strategies
3:20-3:30 pm                Break
3:30-4:30 pm                ALM-IRR Sensitivity & Stress Testing Examples
4:30-5:00 pm                Q&A, Closing Remarks

 


Topic Highlights

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

Overview of Asset-Liability Management (ALM) & Interest Rate Risk (IRR)

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

Net Economic Value (NEV) & NEV Supervisory Test

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

Net Interest Income (NII) Simulations

Presenter: David Scott, AVP, ALM Consulting, Balance Sheet Solutions
Program Level: Intermediate
CPE Credits: 1
Field of Study: Specialized Knowledge and Applications
 

Non-Maturity Share (NMS) and Deposit Behavior

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

Interpret ALM-IRR Results 

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

Linking the Investment Portfolio and ALM Strategies

Presenter: Joe Dunham, Institutional Fixed Income Sales, Balance Sheet Solutions
Program Level: Intermediate
CPE Credits: 1
Field of Study: Specialized Knowledge and Applications
 

ALM-IRR Sensitivity & Stress Testing Examples

Presenter: David Scott, AVP, ALM Consulting, 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 7 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

Courtyard Los Angeles Baldwin Park
14635 Baldwin Park Towne Center, Baldwin Park, CA 91706 (626) 962-6000

Pacific Palms Resort
One Industry Hills Parkway, City of Industry, CA 91744 (800) 524-4557

Cancellation and Refund Policy - Deadline September 14, 2018

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 September 14, 2018, your
registration fee is fully refundable. Cancellations received after September 14, 2018, 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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