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Does your Board of Directors and ALCO understand the fundamentals of your ALM program?
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. You and your board will learn the latest regulatory concerns related to interest rate risk (IRR) as well as what policies and procedures you should be aware of as rates continue to rise in 2018.
The program will conclude with a robust discussion on ALM decision making, deposit strategies to help your institution cope in today’s interest rate environment, and wholesale strategies you can employ involving the FHLB advances and brokered CDs.
Can’t attend the live session with your Board of Directors? No worries! A recording will be made available after the presentation in FMS’ On-Demand Library. You can use this program at your next Board of Directors meeting to help you lead a healthy conversation on ALM practices at your institution.
By attending this webinar, you and your Board of Directors will learn:
- Best practices and insights in the ALCO process
- How to differentiate the role of the board versus the role of management in managing the balance sheet
- A greater understanding of market risk with a major focus on interest rate risk and stress testing
- The language of the ALCO and how to help your leadership become more active members
- How to evaluate asset/liability management through the interest rate cycle from theory to practice
- Achieve a better understanding of the changes in customer behavior and the impact on modeling interest rate risk
Jim Clarke, PhD
President, Clarke Consulting
Dr. Clarke lectures on asset/liability management and the ALCO process throughout the country. Jim performs interest risk audits and model validations for individual banks, and has conducted a “Best Practices in ALM” seminar for FMS for several years.
Jim has a long history of presenting at a number of national and regional banking schools, including the New England School of Banking, the Southwest Graduate School of Banking, and has served as a consultant to ABA’s Stonier School of Banking.
He is a frequent convention speaker, in 2015-2017 Jim spoke at the Connecticut, Maine and Pennsylvania Bankers conventions, The FMS Forum, COCC Members Forum, and the FMS Controllers Clinic, along with a number of director conferences in Maine, Indiana, Ohio, Texas and Pennsylvania.
Jim serves on the board of two community banks and is on the board of an investment company where he chairs the audit committee and is the lead independent director. Jim also serves on the editorial board of the RMA Journal responsible for reviewing articles on market and liquidity risk.
Jim has a B.A. from LaSalle College and a Ph.D. in Economics from the University of Notre Dame. He is a former professor in the Finance Department at Villanova University.
Registration to the live session includes:
- One online connection
- CPE credit for registrant
- Permission to reproduce the handouts and other written material for additional attendees at your
Only registered attendees of the live session can obtain
CPE credit. Attendees of FMS live webinars also receive two views of the On-Demand version of the program
they attend. Use this bonus feature to share the program with colleagues or as a refresher at a later date.
Instructions for viewing the on-demand session will be emailed to you at the conclusion of the live
|| Earn up to 1.5 hours of CPE
- Level: Basic
- Prerequisites: None
- Advance preparation: None
- Field of Study: Finance
- Instructional Method: Group Internet Based
- Length: 75 minutes
For more information regarding administrative policies such
as concerns or refunds, call 800-ASK-4FMS (800-275-4367). 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.
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