Financial Managers School

Financial Managers School

September 20 - 24, 2021

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As the economic and regulatory environments continue to change, it’s vital that bank and credit union CFOs, controllers and other finance and accounting executives have a solid foundation in asset/liability management. The Financial Managers School provides this foundation through this unique, hands-on immersion program designed to provide workable strategies to help you meet your institution’s regulatory and financial performance objectives.

The Financial Managers School goes beyond the basics offering a learning environment aimed at giving you the practical tools you can bring back to your institution and implement immediately. You’ll learn innovative concepts and terminology of bank finance and asset/liability management as well as test practical implementation tools to help you profitably manage your institution’s balance sheet, enhance your strategic planning, and better communicate new strategies to your board and ALCO.

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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 this new regulatory environment
  • Use robust asset/liability models to enhance your annual planning process and make effective decisions on risk-return trade-offs
  • Analyze peer and trend analysis to develop a risk management profile using measurable data and strategic goals
  • Make more strategic decisions by measuring the profitability 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 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 in the product development process


Faculty are subject to change but most recently included:
David W. Koch
Financial Managers School Program Coordinator
Managing Director
Abrigo, formerly FARIN Financial Risk Management
Fitchburg, WI
Rob Newberry
Senior Vice President & Client Management Specialist
Abrigo, formerly FARIN Financial Risk Management
Fitchburg, WI
Darryl Mataya
Senior Vice President
Abrigo, formerly FARIN Financial Risk Management
Minneapolis, MN
Todd Patrick 
Senior Vice President, Capital Markets
CenterState Bank
Atlanta, GA

Details and Fees

September  20 - 24, 2021

The 2021 fees are $4,200 for all attendees.

The program fee for the Financial Managers School includes:
  • A $350 non-refundable registration fee
  • All instructional materials and resources
  • 5 nights of 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)
  • Access to a faculty of experts with decades of experience in the financial services industry

Credit Hours

Earn up to 34 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: Finance
  • Instructional Method: Live-Group

For more information regarding administrative policies such as complaints or refunds, call 312-578-1300. 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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9/20/2021 - 9/24/2021
United States

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