REGISTRATION OPEN
12:00 PM

INTRODUCTIONS & COURSE OVERVIEW
1:00 PM - 5:00 PM

ASSET LIABILITY MANAGEMENT PART I
Mike Guglielmo, Managing Director, Darling Consulting Group
  • Margin or Spreads: Key Driver of Profitability
  • Non-Interest Income
  • Managing Operating Expenses & Efficiency
  • What Coorelates to Success or Higher ROA?

GROUP WELCOME DINNER OFF CAMPUS
6:00 PM



8:30 AM- 5:30PM
ASSET LIABILITY MANAGEMENT PART II
Mike Guglielmo, Managing Director, Darling Consulting Group
  • Best Practices in ALCO
  • Managing Liquidity
  • Managing Interest Rate Risk
  • ALM in the Current Environment

ENTERPRISE RISK MANAGEMENT PART I
  • Introduction
  • Interest rate risk
  • Liquidity risk

DINNER ON OWN
6:00 PM


ENTERPRISE RISK MANAGEMENT PART II
8:30 AM - 12:00 PM
Mike Guglielmo, Managing Director, Darling Consulting Group
  • Credit risk
  • Operational risk
  • Bringing it all together with capital planning

FUNDS TRANSFER PRICING
1:00 PM - 4:30 PM
Ken Levey, Industry Vice President, Financial Institutions, Kaufman Hall
  • The Basic Tenets of Funds Transfer Pricing Definition and Objectives

OPTIONAL TOUR OF ARCH OF ST.LOUIS
5:00 PM


COMPREHENSIVE COST MANAGEMENT—COST DEVELOPMENT
8:30 AM - 5:00 PM
Bob McDonald, Wholesale Services Finance, Wells Fargo Bank
  • Business Performance Management (BPM) Model
  • Developing a CCM Information Database
  • CCM Cost Development Case Study
  • Administering a CCM Information Database

COMPREHENSIVE COST MANAGEMENT—COST DEPLOYMENT
  • Cost Deployment – Integrated Profitability Management
  • Cost Deployment – Integrated Resource Measurement
  • CCM Cost Deployment Case Study
  • Establishing Performance Management Targets
  • Pricing and Strategic Analysis Profitability Measurement

DINNER ON OWN
6:00 PM


PROFITABILITY MEASUREMENT
8:30 AM - 5:30 PM
Scott Wise, Managing Partner, Armada Consulting
  • Market Drivers for Improved Profitability Measurement
  • Multi-Dimensional Modeling
  • Data Integration: FTP, Cost, Capital
  • Organizational Profitability
  • Product Profitability
  • Customer Profitability

BREWERY TOUR AND DINNER
6:00 PM



PUTTING IT ALL TOGETHER
8:30 AM - 12:00 PM
Bob McDonald, Wholesale Services Finance, Wells Fargo Bank
Scott Wise, Managing Partner, Armada Consulting
  • Profitability Governance and Implementation
  • Strategic Integration: Planning, Pricing, Performance Measurement and Performance Management
  • Wrap Up
  • Graduation




CPE Credit Hours

CPE Logo

 The Financial Managers Society, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) 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 registered sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org

  • Level: Intermediate
  • Prerequisites: None
  • Advance preparation: None
  • Field of Study: Management Advisory Services
  • Up to 45 hours for concurrent sessions
  • Instructional Mode: Group-Live Workshop

For more information regarding administrative policies such as complaints or refunds, call 800-ASK-4FMS (800-275-4367). FMS has also entered into individual sponsor agreements with a number of states. For additional information, please call 800-ASK-4FMS (800-275-4367).


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