As the leading provider of A/L management education for financial institutions, FMS is often asked to provide guidance to institutions that need to purchase or upgrade an in-house A/L model. In response to those requests, we’ve worked with one of the industry’s top A/L management consultants, Bill McGuire, Ph.D., President and CEO of McGuire Performance Solutions, Inc. to create a tool you can use as a guide for choosing the right model for your institution. Whether you are just beginning your search for an A/L model or upgrading a current one, this free publication will be helpful.
Industry A/L software vendors have supported our goal to put this information into the hands of financial managers throughout the country. Our special thanks goes to Bill McGuire, who wrote an objective guide to choosing a model and the FMS sponsor questionnaire, and to The Baker Group, FARIN & Associates, Inc., FIMAC Solutions, LLC, and ProfitStars–a Jack Henry Company for making the fourth edition of this publication possible.
Sincerely,
Richard A. Yingst
President and CEO
Financial Managers Society, Inc.