IRR/LIQ Roundtable Virtual Education
A 1-Day Virtual Program
With the recent successful program presented by Deborah Donaldson of Alpha-Numeric Consulting LLC and Mark Haberland of Darling Consulting Group, attendees had many detailed and valuable questions regarding ALM, IRR and Liquidity funding.
Please join FMS, Deb and Mark and your peers for a 2-hour Roundtable Q&A focusing on Interest Rate Risk and Liquidity/Contingency Funding. This is an opportunity to ask your questions and seek guidance from industry experts for those issues that are most pressing in your institutions. Enjoy this exchange of ideas and gain takeaways to become more efficient in the modeling process and present results that give management confidence in current and future positions.
Attendees with ALM, IRR or LIQ/CFP experience will benefit the most from this educational opportunity.
President and CEO, Alpha-Numeric Consulting, LLC
Prior to starting her own company 15 years ago, Deborah Donaldson worked for MPS and IPS-Sendero (Fiserv). As President and CEO of Alpha-Numeric Consulting, Deb is responsible for model certifications and validations for a variety of domestic and international simulation models. She has specialized knowledge and technical skills backed by more than 33 years of experience in banking, financial applications, software models, and consulting services with an emphasis on asset-liability management, internal audit, liquidity, profitability analysis and risk management. Deb is a former member of the FMS Board of Directors, past Chair and member of the FMS Internal Audit/Risk Management Council, national speaker, frequent contributor to industry newsletters and magazines, BALM contributor, Georgia Bankers Association member, and Editorial Advisor for the Internal Audit Alert newsletter. She has published both fiction and nonfiction, including the 2nd edition of the Internal Audit Desk Reference, as well as Auditing and Validating Asset/Liability Management Models publications for FMS.
Managing Director, Darling Consulting Group
Mark has over 25 years providing balance sheet and model risk management education and consulting to the community and mid-size banking space.
A frequent author and top-rated speaker on a wide array of risk management topics, Mark facilitates educational programs and workshops for numerous financial institutions, industry and state trade associations, and regulatory agencies. He is also a member of the Financial Managers Society’s Finance Council.
Mark has been with DCG since 1997 holding many roles and responsibilities, including leading the operations of the firm’s Financial Analytics Group for many years. In his current role, Mark’s passion for teaching and collaboration drives his desire to work with bankers to strive for excellence within their organizations.
Mark lives on the North Shore of Boston with his wife and two children. He is a graduate of St. Michael’s College in Vermont with a degree in accounting.
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.
|| Earn up to 2 hours of CPE credit.
- Level: Basic to Intermediate
- Prerequisites: None
- Advance preparation: None
- Field of Study: Finance - Technical
- Instructional Method: Group Internet Based
For more information regarding administrative policies such as concerns 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: www.nasba.org.
Refunds and Cancellations
Cancellations will be issued after completed request form is returned to FMS via email@example.com. Refunds minus a $250 processing fee will be issued and may take 30 days to process. Should you be unable to attend and want to transfer registration to a co-worker, additional costs could apply. FMS reserves the right to change instructors or reschedule/cancel session when necessary.
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FMS Members: $125
Staff/Co-Worker of Member: $225
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