WEBINAR: Liquidity Risk and Your Deposits in a Rising Rate

WEBINAR: Liquidity Risk and Your Deposits in a Rising Rate

Wednesday, October 24, 2018

2:00 PM EDT
Liquidity Risk and Your Deposits in a Rising Rate Environment



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A rising rate environment has finally arrived, leaving many to question whether their current deposit strategy is sufficient enough to improve margins and effectively manage liquidity. In this panel, we will explore deposit behavior under past economic scenarios, and identify some of the key trends in banking, policy, and depositor behavior that may influence pricing strategies (regional or otherwise) and liquidity risk. Finally, we will discuss the modeling techniques that will help banks forecast deposit behavior in a way that will inform business strategy and risk strategy in the rising rate environment.

We will cover:
  • Historical expectations
  • Economic Environment
  • Regional considerations
  • Demographic considerations
  • Policy considerations
  • Modeling techniques


Presenters

Della Zheng, Ph.D., FRM
Managing Director-Analytics, Head of Deposits
MountainView Financial Solutions


Within the MountainView deposit and loan analysis production team, Della is focusing on statistical analysis and review of core deposit and loan prepayment projects, as well as model documentation and research initiatives. She joined MountainView-McGuire in 2015 from OneWest Bank, bringing a wide range of skills and experience in the development, implementation, and validation of several types of financial models. At OneWest Bank, Della most recently served as Vice President in the Financial Modeling Group and previously held the titles of Vice President, Asset Liability Committee – ALM Group; Vice President, Asset Liability Committee – Forecasting Group; and Asset Liability Committee – Model Control Group. At IndyMac Bank, the predecessor of OneWest Bank, she served as Senior Analyst, Enterprise Risk Management – Model Management and Research Group. She holds bachelor, master, and doctorate degrees. She has passed three levels of CFA exams and earned the FRM certification.)


Jeff Prelle

Managing Director- Analytics, Head of Risk Modeling
MountainView Financial Solutions


Jeff Prelle leads MountainView’s risk modeling services, which span across stress testing and core deposit analyses in support of broader balance sheet and risk management initiatives. Mr. Prelle joined MountainView in 2017 from Scottrade Financial Services, where he utilized his expertise in data governance, risk analytics and modeling (including CCAR/DFAST), capital planning, and asset liability management (ALM) to mitigate organizational risk and solve business problems. Jeff is also a frequent speaker about regulatory expectations and implementation challenges of CECL modeling, PPNR modeling, credit risk modeling, model risk management, and DFAST frameworks. He obtained a Bachelor of Science in Accounting from The Pennsylvania State University and an MBA in Finance from The University of Connecticut School of Business.


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 hour of CPE credit.
  • Level: Basic
  • Prerequisites: None
  • Advance preparation: None
  • Field of Study: Strategic Issues
  • 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.

Members:
Complimentary
Non-members: $295


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When
10/24/2018 - 10/24/2018
Where
United States

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