A Bankers Checklist for Effective Liquidity Risk Management
Liquidity risk is at the forefront of regulatory discussions with both banks and credit unions alike, as many institutions continue to increase lending and reduce their holdings of liquid assets. All financial institutions are required to have adequate liquid assets manageable in any phase of the economic cycle, and this session will help bank executives create a viable plan. Attendees will learn to identify scenarios that could result in inadequate liquidity and develop strategies to deal with them. We also will discuss the importance of regularly testing liquidity plans and evaluating their effectiveness.
Director of Advisory Services, ALM First Financial Advisors
Brittany Rollek joined ALM First Financial Advisors in 2013. As a Director for the firm, Brittany is primarily responsible for the client’s management team to customize and implement actionable and effective ALM and investment strategies to maximize client performance. Additionally, Brittany proactively designs sensitivity analyses and scenarios to test client balance sheet exposure to various factors and formulates action plans to optimize client performance within policy and risk tolerances. As a Director, Brittany also ensures that clients receive accurate and timely information.
Brittany holds a bachelor’s degree in economics from Davidson College in North Carolina.
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: Finance - 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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