Thursday, June 13, 2019
More information coming soon!
What you can expect from an independent ALM Model Validation
Due to more robust asset liability management (ALM) interest rate risk (IRR) regulations, greater risk management expectations by regulators and changing interest rate environments – credit unions are being asked to conduct more frequent ALM-IRR model validations (or to conduct a more comprehensive validation compared to prior analysis).
This webinar will review how an ALM model validation allows you to use the results to improve your ALM-IRR modeling process, strengthen your IRR program and ultimately improve your ALM decision-making.
What you will learn:
Jim Mathews, Senior Consultant, ALM, Balance Sheet Solutions
With more than 30 years of experience in the financial industry, Jim is responsible for working with credit union clients to analyze their balance sheets and identify areas of asset-liability management (ALM) risk and opportunity. Jim delivers comprehensive risk analysis, reporting, scenario testing, strategic planning and education to clients to assist with their interest rate risk management and ALM process. These services help credit unions improve their ALM risk management practices and comply with rigorous regulatory requirements.
James Craven, Vice President, McQueen Financial Advisors
Jim is a core component of the Asset Liability Management (ALM) and Interest Rate Risk (RR) modeling activities at McQueen Financial (McQueen Financial Advisors). He is a Senior Client Advisor on the ALM team and provides clients with knowledgeable advice and action items to help them navigate balance sheet management. Alternatively, Jim develops models which monitor interest rate risk, establish value and monitor investment holdings. Jim is a frequent conference speaker on a wide variety of industry topics. Also, Jim consults with clients on IRR mitigation strategies, valuations, policy development, ALM validations and regulatory topics.
Connection webinars will be conducted on a regular basis throughout the year. To register for this upcoming event, please click here.
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