WEBINAR:The Art and Science of Balance Sheet Decision Making

WEBINAR:The Art and Science of Balance Sheet Decision Making

Tuesday, June 30, 2020

The Art and Science of Balance Sheet Decision Making


The entire nature of risk taking is turned on its head as financial analysts across the U.S. are in simulation overdrive. In reality, defining risk remains unchanged for financial institutions. The Fed and central banks have taken liquidity off the table (via unlimited supply in theory) but transparent and efficient processes to make informed decisions are needed now more than ever. Join us to discuss how banks, credit unions and broker dealers use a holistic approach to perform process improvements and manage balance sheets.


Dan Delean
Vice President, ZM Financial Systems

Dan Delean is Vice President for ZM Financial Systems. He is a leading industry expert on ALM, liquidity, stress testing, data governance and treasury operations. Delean has held executive and advisory roles since 1993, advising some of the largest and most complex global financial institutions as well as community banking organizations and everything in between.

Phillip Reschke

Client Experience Manager, ZM Financial Systems
Mr. Reschke, Client Experience Manager at ZM Financial Systems, travels across the U.S. visiting ZMdesk users to discuss their needs, strategies, enhancements to the model, and provides insight on how other clients utilize the model. He is well-versed in all things ALCO and Capital Markets after 14 years of running ALM models, managing a bond portfolio, hedging, and being an officer on ALCO for a $5bn business bank in Denver, CO. Tracking new implementations of all ZM products and coordinating dialogue among clients are also part of his role. Reschke and his wife are avid adventurers and yak ranchers in Colorado.

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 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.

Registration Rate
Members and Non-members sign in or create an account below to register.

Non-members: $295

6/30/2020 2:00 PM - 6/30/2020 3:00 PM
United States

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