Planning for 2021 in a COVID Environment
The 2020 year is turning out to be a lesson in planning and preparedness that no one knew we needed. As Institutions prepare their 2021 planning, they must contend with an extremely wide range of potential economic and interest scenarios. Strategy simulation and scenario analysis provide tools that can guide institutions to identify an efficient frontier of strategies that can be implemented and adjusted for varied environments.
Join FMS and Empyrean Solutions to explore how balance sheet managers use these tools to support the development of an effective 2021 plan and create a playbook to respond to changes as the year unfolds. With a key objective to provide insight and resources to take back to your institution, this webinar will provide guidance that no one should miss out on.
Key Presentation Points:
- Banks preparing their 2021 plan must contend with an extremely wide range of potential economic and interest scenarios
- Scenario analysis and strategy simulation provide tools that can guide the bank to identify an efficient frontier of strategies that can be implemented and adjusted for varied environments
- Explore how balance sheet managers use these tools to support the development of an effective 2021 plan and create a playbook to respond to changes as the year unfolds
Managing Director, Empyrean Solutions
Steve is Managing Director at Empyrean Solutions focused on introducing Empyrean ALM to the largest, most sophisticated banks in the U.S., Canada, and U.K. In this role, he leverages his experience as a successful financial services industry executive and consultant leading engagements in treasury, liquidity management, balance sheet and capital strategies, finance, regulatory risk compliance, and credit portfolio oversight.
He regularly presents and chairs industry risk conferences and is an invited speaker at FFIEC events. He has published in numerous industry journals including Bank Director, Bank Accounting and Finance, Commercial Lending Review, and American Banker.
Prior to joining Empyrean Solutions, Steve held Managing Director positions at Novantas and First Manhattan Consulting Group. He started his career leading treasury at Shawmut National Corporation, a leading Northeast regional bank now part of Bank of America. He has an undergraduate degree in economics from Allegheny College and an MBA in finance from Tulane University.
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: Economics - Technical
- Instructional Method: Group Internet Based
- Length: 60 minutes
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.
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