A Proactive Approach to Liquidity Management
Key Steps to Strengthen Your Liquidity Management Process With a Continued Regulatory Focus
Loan growth continues to outpace deposit growth and on-balance sheet liquidity levels are declining. Wholesale funding levels are on the rise and deposit attrition levels continue to increase. Undeniably, liquidity is under pressure–and regulators are taking notice. This webinar will address the challenging liquidity landscape in our industry, and what every bank should be doing to develop a “best practice” approach in liquidity management–regardless of the levels of liquidity you have today.
During this webinar, participants will gain valuable insights through discussion and examples of industry trends and what lies ahead for the community bank sector. We will walk through the critical elements all banks should have in their liquidity management process (both operational and contingency) including dynamic forecasting, stress testing, early warning indicators and effective policy development. Finally, the session will conclude with real life case studies which highlight strategies to increase margin while managing liquidity risk.
- Managing regulatory pressures
- Identify the appropriate liquid asset cushion
- The importance of an effective Contingency Funding Plan
- Building the appropriate stress tests – and remediation plans
- Becoming comfortable with higher levels of wholesale funding
- Case studies to improve margin and manage liquidity
Who Should Attend
This session is designed for CEOs, Presidents, CFOs, Lenders, and ALCO Members.
Managing Director, Darling Consulting Group
Mark is a Managing Director at Darling Consulting Group. In this role, Mark works directly with financial institutions to strengthen their asset liability management process. He provides support to clients in the areas of liquidity risk management, capital, ALM modeling and reporting and regulatory compliance.
He is a top-rated speaker and frequent author on numerous balance sheet management topics and conducts customized executive and board-level workshops to improve financial institutions’ performance through a more focused ALCO process. Mark is also a member of the Financial Managers Society’s Finance Council.
Mark has been with DCG since 1997 and oversaw the operations of the company’s Financial Analytics Group for many years. He has over 20 years of experience in the banking industry in the areas of asset liability management and bank auditing.
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. 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.
|| Earn up to 1 hours of CPE credit.
- Level: Basic
- Prerequisites: None
- Advance preparation: None
- Field of Study: Management Services - Technical
- Instructional Method: Group Internet Based
- Length: 60 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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