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Choosing the Right ALM Modeling Solution: In-House and Outsourced Solutions and Risk Assessments (Digital Version)

With an introduction and explanatory copy throughout from Christine Mills, Managing Director of MountainView Financial Solutions, A Situs Company, this exclusive resource includes information on in-house models, outsourced models and risk assessments from the following industry-leading ALM model vendors:
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At the heart of effective balance sheet and performance management is the Asset/Liability Management (ALM) process. When done well, this exercise can be leveraged by your Asset/Liability Committee (ALCO) to not only inform their understanding of potential risks related to earnings, liquidity and capital, but to evaluate the risk/return trade off of action vs. inaction. By making these optimal adjustments to the balance sheet it will increase performance within acceptable risk... Details
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Join FMS and Wells Fargo Corporation as they introduce all of the cost development methodologies to account for 100% of non-interest expenses at your institution. Additionally, we will share all of the cost deployment options to support ongoing integrated profitability and integrated resource management scorecards. All of the management accounting processes must come together in order to generate meaningful and reliable management information. Proper Cost Management is one of these... Details
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An essential part of growing your business profitably while managing risk and withstanding regulatory challenge is building an effective integrated risk management process. Enterprise Risk Management is a rapidly evolving art and science that, when done well, can help your organization effectively integrate and enhance your financial and operational risk management processes in a way that will facilitate strategic thinking and tactical decision making.

In these... Details
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Now more than ever, your institution needs to accurately understand its top profit sources. Join FMS and Kaufman Hall for a session on funds transfer pricing (FTP) theory and best practices.They will help you understand why all sizes of institutions benefit from using a transparent, matched-term transfer pricing approach. Learn how it works and how to successfully apply FTP at your institution through a best practice approach.

Recorded July 20, 2020
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Join FMS and Armada Consulting as they talk through the design, development and deployment of multidimensional profitability solutions, leveraging the methodologies learned in previous sessions. We will discuss advanced customer, product and organizational profitability analytics as decision support for driving more profitable behaviors and increased performance accountability throughout the organization.

Recorded July 23 - 24, 2020
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Banks continue to invest heavily in profitability analytics to measure differentiations between customers, products and bankers financial performance. But, information is only as valuable as the action it initiates, and FP&A is failing to move beyond performance reporting. Modeling and methodologies debates become an obstacle to successful deployment to decisions makers to drive more profitable behaviors. This session examines the leading practices that move profitability analytics... Details
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Non-SEC financial institutions are having to implement the current expected credit loss standard. Joins us to learn some of the best practices and pitfalls to avoid during the implementation process and compare the current state of implementing CECL in community institutions. Key Take-Aways: discover how your institution compares to other community institutions regarding CECL implementation, learn how successful institutions have implemented CECL and learn from implementation horror... Details
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Banks have been collecting data on their loans, deposits and customers for years so why not use that data to better understand their risks and opportunities. Through data visualization platforms, institutions can more effectively manage its loan portfolio by assessing concentrations, credit risk and pricing strategies to successfully navigate through the current interest rate environment and potential future economic downturn. Data analytics can also provide banks with key insights... Details
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This session will provide attendees with an overview of COVID-19 tax developments impacting the financial services industry and will be presented in terms that the non-tax-professional can understand. Topics to be discussed include a summary of the CARES Act tax provisions, including tax planning strategies resulting from its enactment, an analysis of the GAAP and regulatory impact of these tax law changes, an up-to-date summary of Treasury and IRS guidance offering tax relief and a... Details
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DCG will share crucial balance sheet risk management lessons from this unfortunate pandemic and present important considerations and suggestions for lending, deposit and investment strategies as well as overall balance sheet risk management strategies (including interest rate risk, liquidity, and credit/capital management).
Matt Pieniazek, President - Darling Consulting Group

Recorded June 15, 2020
You will... Details
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Profitability is at the heart of any financial institution’s long and short-term strategy. Whether adding value for shareholders, members, or individual stakeholders, the need to provide and increase value is undeniable. Given the perfect storm that the industry has sailed into, including impacts from the COVID-19 pandemic, low and volatile interest rate environment, looming presidential election, and overall economic uncertainty, it is critical to understand what levers most impact... Details
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Now that CECL has been implemented for the large accelerated filers, this session will share insights on lessons learned to date and perspectives on how we, as an industry, can continue to move forward. Specifically, we will discuss implementation issues identified, provide a technical update, provide an auditors perspective on auditing CECL and discuss any regulatory developments.
Ryan Abdoo, Partner - Plante Moran

Recorded June 16, 2020
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Given the challenging rate environment and mounting competitive pressures, banks must have a firm understanding of all the on-and off-balance sheet tactics that can protect earnings and capital and create franchise value. Scott will explore ways your institution can identify your exposure to interest rates, structurally higher funding costs, regulatory changes, capital considerations and accounting implications. Scott will then discuss how management teams can evaluate and... Details
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This highly anticipated panel featuring the FDIC, Federal Reserve System, NCUA and OCC will address accounting and regulatory issues affecting financial institutions. With insights and updates of what is coming from Washington, observations on CECL and COVID-19 impacts, this panel will share in-depth upcoming standards and other financial reporting developments that will affect the financial institutions industry in 2020 and beyond.

Recorded June 16, 2020
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ALM policies represent the foundation of an institution's asset/liability management program, yet they are often overlooked as a tool to define a streamlined and flexible program. These policies tend to accumulate unnecessary and impractical elements over time, and institutions may be hesitant to significantly modify policies that have been reviewed by examiners. This session will cover industry best practices for designing policies that establish a strong risk management framework,... Details
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In today’s reliance on financial models, it is now more than ever essential to be performing on-going monitoring of your models for appropriate fit and accuracy during these unprecedented times. On-going model monitoring of a model's performance throughout its working lifetime is a crucial tool of model risk management. Boards and ALCOs need comfort and the confidence that models employed are understood, accurate and modeling as intended, as well as understanding its limitations. In... Details
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The last five years have seen a lot of changes in how we experience Enterprise Risk Management (ERM)—from adopting the three lines of defense, to Risk Appetite Statements, to Key Risk Indicator (KRI) monitoring and reporting to the Board. So how do we realize the full potential of these activities while taking ERM to the next level? Attendees of this session will understand how similar organizations have gained value from their ERM programs over the last five years, and how the next... Details
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Join FMS, Atlantic Capital Strategies, Inc. and Bangor Savings Bank to cover investment fundamentals for financial institutions and learn the basics of investment types and how to evaluate security and portfolio-level risks.
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Join FMS and Third Party Resources, Inc. for this two-part virtual education program providing training for experienced preparers and reviewers that includes complete coverage of new and complex issues impacting the Call Report preparation, to include the changes resulting from COVID-19 initiatives.

Recorded June 10 - 11, 2020
You will receive a link to the recorded webinar within 24-48 hours.
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Managing the asset/liability process, modeling for interest rate risk, as well as auditing model inputs and outputs are some of the most heavily scrutinized areas financial managers face at their institutions today. Knowing how to define accurate and institution-specific assumptions and reporting accurate and informative Interest Rate Risk results is vital. Join FMS and Deb Donaldson of Alpha-Numeric Consulting, LLC to prepare for your next IRR exam.

Recorded August 10 ... Details
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Join FMS and Kaufman Hall as they explain how to best leverage relationship data to improve performance in your institution.
Recorded November 13, 2019
You will receive a link to the recorded virtual education within 24-48 hours.
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Join FMS and Sandler O’Neill’s Balance Sheet Strategy Team, led by Scott Hildenbrand, as we discuss the world of off-balance sheet hedging options.

Recorded August 6 - 7, 2019
You will receive a link to the recorded webinar within 24-48 hours.
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Join FMS, Darling Consulting Group and Plante Moran for the fourth installment of our most popular virtual education series where you will learn how the latest events are impacting CECL.

Recorded May 6 - 7, 2020
You will receive a link to the recorded webinar within 24-48 hours.
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Join FMS, Darling Consulting Group and Plante Moran to receive a technical update and learn about the most common challenges institutions have encountered during their implementation, testing, and validation stages.

Recorded December 11 - 12, 2019
You will receive a link to the recorded webinar within 24-48 hours.