Webinars

Balance Sheet Solutions' financial professionals deliver free webinars on essential topics throughout the year.

Gain from the knowledge of teams who specialize in investments and risk management.* Discover tactics to help protect your balance sheet from inevitable economic and market fluctuations, mitigate risk and identify suitable investment opportunities

Because the webinars are recorded, there is always an opportunity to view them at your convenience.

 

Items to Consider When Sellilng Investments

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Presenters: Ryan McCarroll, CFA, Senior Portfolio Mananger

Presentation Slides are available for this webinar - request them here.


Managing Liquidity in a Rising Rate Environment

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Presenters: Steve Waddell, CPA, Senior Consultant, ALM

Presentation Slides are available for this webinar - request them here.


 

Risk Management and Enhancing Investment Decisions

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Presenters: Patty Moen, Institutional Fixed Income Sales Representative, Balance Sheet Solutions and Michael Finley, Senior Portfolio Analyst, Balance Sheet Solutions

Presentation Slides are available for this webinar - request them here.


Reviewing Your ALCO Program

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Presenter: Kristina Muller, CFA, Senior Portfolio Manager, Balance Sheet Solutions

Presentation Slides are available for this webinar - request them here.


Mortgage Servicing Rights - What You Need to Know

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Presenter: Dan Frilot, SVP, ALM Risk Mangement

Presentation Slides are available for this webinar - request them here.


Building the Optimum Portfolio

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Presenter: Amy Piche, Institutional Fixed Income Sales Representative

Presentation Slides are available for this webinar - request them here.


Advanced Portfolio Analytics and Strategies for Rising Rates

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Presenter: Ryan McCarroll, CFA, Senior Portfolio Mananger

Presentation Slides are available for this webinar - request them here.


ALM Model Validation

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Presenter: Daniel Frilot, SVP, ALM Risk Management

Presentation Slides are available for this webinar - request them here.


Agency Multi-Family Mortgage Securities

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Presenter: Jeff Smith, Institutional Fixed Income Sales Representative

Presentation Slides are available for this webinar - request them here.


Working with your Board to Understand ALM & Guidelines?

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Presenter: Kristina Muller, CFA, Senior Portfolio Manager, Balance Sheet Solutions

Presentation Slides are available for this webinar - request them here.


Do You Understand the Revised IRR Procedures & Guidelines?

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Presenter: Bill Verret, Senior Consultant, ALM, Balance Sheet Solutions

Presentation Slides are available for this webinar - request them here.


Navigating the Loan Participation Market

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Presenters: Ryan McCarroll, CFA, Senior Portfolio Manager, Balance Sheet Solutions
Bill Paton, Lending Manager, Alloya Corporate FCU

Presentation Slides are available for this webinar - request them here.


Election Post-Mortem

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Presenters: Mark Schieffer, CFA, President, Balance Sheet Solutions
Darren Fago, CFA, Vice President, Advisory Services, Balance Sheet Solutions
Ryan McCarroll, CFA, Senior Portfolio Manager, Balance Sheet Solutions

Presentation Slides are available for this webinar - request them here.


Navigating the Loan Participation Market

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Presenters: Ryan McCarroll, CFA, Senior Portfolio Manager, Balance Sheet Solutions
Bill Paton, Lending Manager, Alloya Corporate FCU

Presentation Slides are available for this webinar - request them here.


ALM Principles for a Changing Rate Environment

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Presenter: Matthew Behar, Assistant Vice President, ALM Consulting

Presentation Slides are available for this webinar - request them here.


Investing in Bank Notes

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Presenter: Tom Slefinger, Senior Vice President, Fixed Income Institutional Sales
Guest Presenter: Kathy Shanley, Senior Financial Analyst, Gimme Credit, LLC

Presentation Slides are available for this webinar - request them here.


Portfolio Benchmarking: Is it right for your credit union?

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Presenter: Ryan McCarroll, CFA, Senior Portfolio Manager

Presentation Slides are available for this webinar - request them here.


ALM Liquidity Measurement and Modeling

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Presenter: Bill Verret, Senior Consultant, ALM
Presenter: Dan Kokoszka, CFA, CMA, Senior Consultant, ALM

Presentation Slides are available for this webinar - request them here.


Market Outlook and Portfolio Strategy

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Presenter: Tom Slefinger, Senior Vice President, Fixed Income, Institutional Sales

Presentation Slides are available for this webinar - request them here.


Liquidity Crisis - are you prepared?

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Presenter: Kristina Muller, CFA, Senior Portfolio Manager

Presentation Slides are available for this webinar - request them here.


ALM Assumption Sensitivity Testing

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Presenter: Jim Mathews, Senior Consultant, ALM

Presentation Slides are available for this webinar - request them here.


Market Outlook 2016

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Presenter: Tom Slefinger, Senior Vice President, Fixed Income Institutional Sales

Presentation Slides are available for this webinar - request them here.


Share Sensitivity Analysis

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Presenter: Ryan McCarroll, CFA, Portfolio Manager

Presentation Slides are available for this webinar - request them here.


ALCO Policy Best Practices

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Presenter:
Kristina Muller, CFA, Senior Portfolio Manager

Presentation Slides are available for this webinar - request them here.


Life After QE and ZIRP - Investing in Uncertain Times

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Presenter:
Tom Slefinger, Senior Vice President and Director of Institutional Fixed Income Sales

Presentation Slides are available for this webinar - request them here.


Trends in Business Services

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Presenter:
Larry Middleman,President and CEO, CU Business Group

Presentation Slides are available for this webinar - request them here.


Understanding ALM and Using the Results

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Presenter:
Matthew Behar, Director, Risk Mangement Operations

Presentation Slides are available for this webinar - request them here.


New Emergency Liquidity Rule - Follow-up

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Presenters:
Tim Bruculere, SVP, Lending, Alloya Corporate FCU
Gail Kenyon, CLF Vice President & NCUA Senior Capital Markets Specialist

Presentation Slides are available for this webinar - request them here.


New Emergency Liquidity Rule - Requirements, Next Steps

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Presenters:
Tim Bruculere, SVP, Lending, Alloya Corporate FCU
Andrew Kohl, CFA, SVP, Director of Advisory Services, Balance Sheet Solutions, LLC

Presentation Slides are available for this webinar - request them here.


Getting Your ALM Model Assumptions Right

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Presenter:
Daniel Frilot is Senior Vice President, Director of ALM Risk Management at Balance Sheet Solutions, LLC.


Investment Accounting and Investment Analytics

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Presenter:
Todd M. Adams, CPA, President, Balance Sheet Solutions, LLC


Aligning the Balance Sheet and Incentives

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Presenter:
Kevin P. Chiappetta, CFA, Executive Director, Advisory Services


Overview of the Fixed Income Market, Economic Trends

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Presenter:
Andrew Kohl is Senior Vice President and Director of Investment Advisory Services


Outlook for 2013 - Where Have the Yields Gone?

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Presenter:
Tom Slefinger, Senior Vice President and Director of Institutional Fixed Income Sales


What Will You Be Asked?
A Detailed Look at the NCUA’s New Interest Rate Risk Review Questionnaire

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Presenters:
Kristina Muller, CFA, Senior Portfolio Manager
David Scott, Senior Interest Rate Risk Consultant & Office Manager


Integrating Concentration Risk into the ALM Process

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Presenter:
Dan Frilot, Senior Vice President and Director of ALM Risk Management


Liquidity Risk Management: An NCUA Supervisory Focus

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Presenters:
Dan Kokoszka, CFA, CMA, Senior Interest Rate Risk Consultant
Bill Verret, Senior Interest Rate Risk Consultant


ALM/Risk Management Regulatory Update &
Investment/ALM Policy Review and Marketable Security Review

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Presenters:
Jim Mathews, Senior Analyst
Daniel McIntyre, Institutional Fixed Income Sales Representative
Darren Fago, CFA, Vice President, Advisory Services, Balance Sheet Solutions


Non-Traditional Liquidity Options & Comparing Unlike Investment Alternatives

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Presenters:
John Almeida, CFA , Institutional Fixed Income Sales Representative
Kevin Chiappetta, CFA, Executive Director, Advisory Services


* Broker-dealer and marketable investment topics are offered by Balance Sheet Solutions' registered representatives of ISI, member FINRA/SIPC. Webinars conducted before 11/30/12 were administered solely by Balance Sheet Solutions, LLC.