Optimization Through Integration
Using an integrated modeling approach to streamline the asset liability function, optimize pricing and maximize profitability.
Until recently, technology, processing power and financial systems have forced banks and credit unions to use multiple systems to calculate and forecast reserve requirements (ALLL/CECL), Earnings, Value, Budgeting and Profitability. The consequence has been human and capital resources wasted on reconcilements rather than business strategy. This webinar will show how, with the right tools, it is possible to use a single source of data and a single source of predicted cash flows to model liquidity, income, value and credit loss, thus optimizing profitability and pricing.
Managing Partner, Velligan-Blaxall Consultants, LLC
Hugh Blaxall is a co-founder and Managing Partner of VBC. Hugh provides strategic leadership in several key areas including delivery of quality services, product development and enhancement, business insights and optimization and the achievement of VBC's overall goals and objectives. His finance and econometric background was instrumental in building the firm’s deposits and loans analyses and modeling services. Hugh has spoken on risk-related topics with numerous bank & credit union boards, risk committees and at local, regional and national conferences. He has also authored articles for financial industry trade publications and trained federal and state examiners on the topic of model validation.
Prior to founding VBC, Hugh spent over seven years as Vice President with Janney Montgomery Scott, LLC, a national investment firm where he provided risk modeling and consulting for institutions ranging from de novo to multi-billion-dollar asset sized institutions.
Earlier experience includes income and balance sheet forecasting and development and implementation of the Credit Card Model for interest rate risk measurement at Fleet Card Corporation; implementing funds transfer pricing and interest rate risk modeling for credit cards in the Treasury department at Advanta Corporation; and extensive financial and statistical analysis in the Asset/Liability Management department at Advanta Corporation.
Hugh received his M.S. in Economics from Wye College, University of London and his M.A. in Economics with Honors from the University of Edinburgh, Scotland.
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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