Financial Managers School

September 15-20, 2019 | Madison, WI


Tackle today’s ever-evolving economic and regulatory environment in a strategic way by attending the Financial Managers School.

The Financial Managers School is a one-week, ALM immersion program that will provide you with the latest innovations in asset/liability management. Designed specifically for bank and credit union CFOs, Controllers, and others managing the overall finance and accounting at their institution, the School offers a unique hands-on and group learning environment, that will go beyond the basics of ALM theories.

Through practical case study exercises using your institution’s own data, you’ll leave Madison with actual solutions that can be implemented into your day-to-day processes immediately.

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Tentative Schedule

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Why You Should Attend
Our expert faculty will take an in-depth look at all facets of asset/liability management providing you with the practical tools to:

  • Develop an effective capital planning strategy in today’s regulatory environment
  • Enhance your annual planning process and make effective decisions on risk-return trade-offs using robust ALM models
  • Utilize measurable data and develop strategic goals to analyze peer and trend analysis to develop a risk management profile
  • Make more strategic decisions through the profitability measurement of your institution, lines of business, products, and customers
  • Examine interest rate risk and the measurement systems of gap, duration, dynamic income-at-risk, static and dynamic value-at-risk
  • Effectively communicate financial information and build comprehensive strategic plans to present to your board and senior management
  • Understand Basel III and capital stress testing
  • Evaluate liquidity risk management strategies and funding options
  • Review investment portfolio management strategies and investment policy issues
  • Examine effective credit risk management solutions including loan policy, tracking issues, and integration with the ALCO process
  • Price loans using benchmark securities
  • Install an effective deposit pricing process with decision-making tools for choosing the best retail and wholesale funding options
  • Use profitability analysis tools tin the product development process

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Faculty are subject to change but most recently included:
David W. Koch
Financial Managers School Program Coordinator
President and CEO
FARIN Financial Risk Management.
Fitchburg, WI
Rob Newberry
Senior Vice President – Credit Risk Services
FARIN Financial Risk Management
Fitchburg, WI
Dwight Larsen
National Bank Examiner
Office of the Comptroller of the Currency
Bloomington, MN
Todd Patrick 
Senior Vice President, Capital Markets
CenterState Bank
Atlanta, GA

Details and Fees

September  15 - 20, 2019 - Madison, WI

The 2019 fees are $4,050 for all attendees.

The program fee for the Financial Managers School includes:
  • A $350 non-refundable registration fee
  • All instructional materials and resources
  • Single occupancy lodging at the Fluno Center For Executive Education or a business hotel, based on space availability
  • Meals (including full breakfast and lunch each day)
  • Welcome Reception and Dinner
  • Case study simulation model
  • Classroom instruction by industry experts with over 20 years of experience
  • Access to a faculty of experts with decades of experience in the financial services industry


Attendees will reside at:
Fluno Center for Executive Education
601 University Ave. 
Madison, WI 53715-1035 

Attendees could also be housed at a nearby business hotel which is a short walk, based on space availability and application date. The Fluno Center offers a perfect setting for learning, sharing ideas, and networking with financial industry peers.

Credit Hours

Earn up to 40 hours of CPE credit.
  • Level: Intermediate to Advanced
  • Prerequisites: Financial manager actively involved in the financial responsibilities of a small- to medium- sized financial institution
  • Advance preparation: Pre-reading assignments
  • Field of Study: Accounting and Auditing, Management
  • Instructional Method: Live-Group

For more information regarding administrative policies such as complaints 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:

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9/15/2019 - 9/20/2019
Fluno Center For Executive Education
601 University Ave.
Madison, WI 53715-1035 United States

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