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Choosing the Right ALM Modeling Solution: In-House and Outsourced Solutions and Risk Assessments

With an introduction and explanatory copy throughout from Christine Mills of MountainView Financial Solutions, this members-exclusive resource includes information on in-house models, outsourced models and risk assessments from the following industry-leading ALM model vendors:
  • ALM First
  • Alpha-Numeric Consulting
  • The Baker... Details
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Order a digital subscription of FMS forward Magazine today! Don't forget about your Board of Directors - it would be great for them too!
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Order a print and digital subscription of FMS forward Magazine today! Don't forget about your Board of Directors - it would be great for them too!
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During this FMS webinar, Strategic Implications of CECL: Maximizing Shareholder Value you will learn how to prepare and implement CECL in a strategic way that will help your institution maintain a competitive edge in the marketplace, maximizing shareholder value.
Recorded January 11, 2018
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Invite your Board of Directors to join you for FMS' upcoming webinar, ALM for the Board of Directors, and gain the tools you need to effectively educate your institution's Board on their ALM roles and responsibilities. During this unique program, Dr. Jim Clarke, PhD, President of Clarke Consulting and a board member at two banks himself, will provide a comprehensive overview on the development of the ALCO process, focusing on the role of the Board in asset/liability management.... Details
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Learn to drive greater financial value and shake up your branch-centric delivery channel perspectives during FMS' upcoming webinar, Evaluate Return on Your Delivery Channels. This informative presentation will help you embrace a more integrated view of delivery channel performance management within your institution.
Recorded February 6, 2018
You will receive a link to the recorded webinar within... Details
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Now that Congress has passed the tax reform bill, commonly known as the Tax Cuts and Jobs Act ("Act"), your institution's management will be looking for guidance on what implications this reform will have on your institutions and you. Find out during this FMS' webinar, Tax Reform: How Will It Impact Your Institution?
Recorded February 20, 2018
You will receive a link to the recorded webinar within... Details
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Struggling with what seems to be ongoing changes to your internal controls auditing processes under FDICIA? Get the answers to your most pressing questions and enhance your understanding of COSO during FMS' webinar, The Ins and Outs of Audits Under FDICIA.
Recorded February 27, 2018
You will receive a link to the recorded webinar within 24-48 hours.
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Strengthening internal controls continues to be top of mind for financial institutions to ensure they comply with the regulatory requirements outlined by the FDIC. This webinar will help you learn how other financial institutions are improving their reconciliation and certification processes to strengthen their internal controls. In addition to gaining tighter internal controls, you'll also hear how organizations have eliminated manual processes.
Recorded March 7, 2018
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For over 30 years, Bank-Owned Life Insurance (BOLI) has been used by financial institutions as an alternative to traditional investments to offset, enhance, and recover the cost of employee benefits. Learn what makes BOLI such an attractive solution during this FMS webinar, Demystifying BOLI. Recorded March 15, 2018
You will receive a link to the recorded webinar within 24-48 hours.
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The best way to assess the current state of the industry is to gain a comprehensive understanding of what CFOs and other professionals within financial institutions are experiencing. Please join FMS as we explore the results of a comprehensive survey conducted by Kaufman Hall, and how the data from this survey can lead to improved performance. You’ll gain insight on current trends and how to properly implement best practices relative to the information revealed in this... Details
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The Financial Accounting Standards Board's (FASB) creation of the Current Expected Credit Loss (CECL) standard will substantially change the way institutions model and account for loan losses. Please join FMS to learn how to create your CECL readiness plan. Recorded July 25, 2018
You will receive a link to the recorded webinar within 24-48 hours.
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Please join FMS us for this informative webinar presented by Renata Sheyner of Fiserv, as we discuss the potential pitfalls of manual reconciliation as compared to the benefits of automating your institution’s reconciliation process. Learn how automation can enhance your institution’s path to achieving a faster and a more reliable financial close. Recorded August 15, 2018
You will receive a link to the... Details
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Walk through heightened regulatory focus on liquidity and how to prepare your bank through a more effective liquidity management process and Learn what every bank should be doing to develop a "best practice" approach in liquidity management. Recorded August 22, 2018
You will receive a link to the recorded webinar within 24-48 hours.
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Please join FMS and speaker Chris Mills we look at current industry challenges, how to integrate liquidity risk within enterprise risk management, keys to developing an effective liquidity risk framework and contingency plans, the importance of modeling custom behaviors in liquidity risk testing, and exploring earnings advantages of understanding short and long term liquidity. Recorded September 11, 2018
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This webinar discusses how you can identify your most profitable customer relationships? Recorded September 26, 2018
You will receive a link to the recorded webinar within 24-48 hours.
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The summer of 2008 seems like forever ago, and in many ways it is. That is the last time we saw Fed Funds at 2.00% — and things certainly have changed since then. The time has come for action. Is your ALCO ready for the challenge — and opportunity? Recorded October 10, 2018
You will receive a link to the recorded webinar within 24-48 hours.
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Are you up to date on the audit risks of spreadsheets under CECL? Find out the best approach all while using the power and flexibility of spreadsheets.
Recorded October 17, 2018
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A rising rate environment has finally arrived, leaving many to question whether their current deposit strategy is sufficient enough to improve margins and effectively manage liquidity. In this panel, we will explore deposit behavior under past economic scenarios, and identify some of the key trends in banking, policy, and depositor behavior that may influence pricing strategies (regional or otherwise) and liquidity risk.
Recorded October 24, 2018
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Join FMS and Dave Bennett, Managing Director of MountainView Financial Solutions for an in depth review of Adding MSR Assets to your balance sheet.
Recorded November 7, 2018
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During this webinar IZALE will share what’s working and why, and show you how to implement a program the maximizes results without losing deposits/customers.

Recorded December 3, 2018
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FMS’s CECL Transition: Are You Ready? virtual seminar is designed to provide participants with insights into leading approaches being taken by community and mid-sized institutions for CECL implementation, common shortfalls, mistakes to avoid, and strategies to ensure a successful transition. This multi-day online event will be facilitated by Mike Guglielmo of Darling Consulting Group and Ryan Abdoo, CPA of Plante Moran.
Recorded December 5-6, 2018
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To stay competitive in the financial services industry, customers (or clients) must be at the center of everything. With access to so much information about clients’ accounts, balances and transactions most financial institution's lack an understanding of the value each client brings to the financial institution. Join FMS and Brad Dahlman of ProfitStars as be explains what drives customers and how to implement an effective customer profitability system.

Recorded December ... Details