ALM models continue to grow in complexity as their reliance upon technology and assumptions increase. Misuse of the technology and/or use of the wrong assumptions can have a detrimental impact on the accuracy, reliability and credibility of the results. This could ultimately incapacitate ALCO and its decision-making effectiveness. Attend this essential webinar for an in-depth review of effective model-risk management practices and to gain the knowledge needed to take your ALM modeling process to the next level.

Originally presented at The Finance & Accounting Forum, this highly-rated session is now being offered online for anyone who wasn’t able to attend the conference in person. Register today to experience one of the very best sessions of The Forum and to gain the knowledge needed to get the most out your ALM model. In just 75 minutes, you’ll examine the components of an effective modeling process, review the various modeling methodologies, learn how to validate core data, examine common data issues and so much more. All participants will walk away with an improved understanding of the new era in risk management and an ALM exam / audit checklist for use at their institution.

• Define the key components of an effective ALM modeling process
• Examine the most common sources of model risk
• Review the various modeling methodologies
• Discuss different rate scenario considerations
• Learn how to validate core data and examine common data issues
• Define key validation assumptions and review additional critical assumptions
• Gain an ALM exam / audit checklist for use at your institution

• Current market realities
• Regulatory environment
• ALM modeling / model-risk management
• Methodologies
• Data management
• Assumptions
• Processes and controls
• Preparing for your next exam or review
• Q&A

FMS is registered with the National Association of State Boards of Accountancy 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. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.

• Level: Basic
• Prerequisites: None
• Advance preparation: None
• Instructional Method: Live-Group
• Length: 60 Minutes
• CPE Info: 1.5 Credits in the Field of Finance

For more information regarding administrative policies such as complaints or refunds, call 800-ASK-4FMS (800-275-4367).

Anyone responsible for the asset/liability management function at a community financial institution including:

• CEOs, CFOs and COOs
• Controllers and Comptrollers
• Asset/Liability Managers
• Accountants
• Analysts and Investment Managers
• Internal and External Auditors
• Treasurers
• ALCO Members

Michael possesses over 20 years of experience in asset/liability management and is a frequent author and speaker on a variety of balance sheet management topics. At DCG, Michael provides both technical and strategic consulting to a diverse group of financial institutions in the U.S. and abroad.

Can't make the date? Order a CD-ROM or On-Demand access to the recorded webinar. Note: CPE credit cannot be earned by viewing the recorded webinar.