IRR Modeling 101: Overview Of EVE/NEV And NII Simulation

IRR Modeling 101: Overview Of EVE/NEV And NII Simulation
Thursday, February 16, 2017
2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT

Interest rate risk simulations, at times, can be completely overwhelming. But the results, when accurate, can be integrated into your asset liability management functions and used to make informed decisions on budgeting, pricing, all of the "what-ifs" that come along with them.

FMS Top-Rated Speaker, Deb Donaldson, will help you navigate through the confusion during our upcoming webinar, IRR Modeling 101: Overview of EVE/NEV and NII Simulation.  Designed to provide an overview of EVE/NEV and NII IRR simulation modeling to those who are new to the interest rate risk role, this webinar is also an excellent refresher for those responsible for auditing the inputs and outputs, and/or those in management, ALCO or your Board. 
Throughout the webinar, Deb will discuss regulatory requirements, common modeling mistakes, industry best practices, and provide details on:

• How to define regulatory expectations for simulation calculations and reporting.
• The data, characteristics and assumptions that must be populated within the model.
• How to interpret the equity and earnings at risk results.
• Reviewing back-testing and assumption stress testing methodologies.


Deborah Donaldson
President and CEO, Alpha-Numeric Consulting

Deb Donaldson has specialized knowledge and technical skills backed by more than 30 years of experience in banking, financial applications, software models, and consulting services with an emphasis on asset liability management, interest rate risk, internal audit, profitability analysis, and vendor oversight management.  She is a recently retired member of the FMS Board of Directors (2009-2015), past Chair of the Financial Managers Society Internal Audit/Risk Management Council (2006-2015), past FMS Audit Committee member (2006-2009), national speaker for ALM and IRR webinars and seminars, frequent contributor to industry newsletters and magazines, BALM contributor, Georgia Bankers Association member, and Editorial Advisor for the Internal Audit Alert newsletter.  Deb is also a published author of both fiction and nonfiction, and has written the 2nd edition of the Internal Audit Desk Reference for FMS, as well as Auditing and Validating Asset/Liability Management Models (published Oct 2009).

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 location

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 event.

Credit Hours

Earn up to 1.5 hours of CPE credit.
  • Level: Basic to Intermediate
  • Prerequisites: None
  • Advance preparation: None
  • Field of Study: Finance
  • Instructional Method: Live-Group

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:


Member: Complimentary 
Non-member: $295  

2/16/2017 - 2/16/2017
United States

Sign In