Program*
*As of April 30, 2020 - Subject to Change

ASSET LIABILITY MANAGEMENT

Asset Liability Management Part I
Monday, July 13  |   2:00 PM - 4:00 PM EST

Mike Guglielmo, Managing Director, Darling Consulting Group

Asset Liability Management Part II
Tuesday, July 14  |   2:00 PM - 4:00 PM EST

Mike Guglielmo, Managing Director, Darling Consulting Group

At the heart of effective balance sheet and performance management is the Asset/Liability Management (ALM) process. When done well, this exercise can be leveraged by your Asset/Liability Committee (ALCO) to not only inform their understanding of potential risks related to earnings, liquidity and capital, but to evaluate the risk/return trade off of action vs. inaction. By making these optimal adjustments to the balance sheet it will increase performance within acceptable risk tolerances.

During this session, we will discuss the fundamentals of interest rate and liquidity risk management including the various types of risks, measurement and reporting approaches, and how this process can be used to transform your ALCO into a profit center.


ENTERPRISE RISK MANAGEMENT

Enterprise Risk Management Part I
Wednesday, July 15  |   2:00 PM - 4:00 PM EST

Mike Guglielmo, Managing Director, Darling Consulting Group

Enterprise Risk Management Part II
Thursday, July 16  |   2:00 PM - 4:00 PM EST

Mike Guglielmo, Managing Director, Darling Consulting Group

An essential part of growing your business profitably while managing risk and withstanding regulatory challenge is building an effective integrated risk management process. Enterprise Risk Management is a rapidly evolving art and science that, when done well, can help your organization effectively integrate and enhance your financial and operational risk management processes in a way that will facilitate strategic thinking and tactical decision making.

In these sessions, we will discuss how an appropriately designed ERM framework that includes capital planning and stress-testing can transcend risk monitoring and compliance and be used strategically to inform stakeholders and lead them on a clear pathway to strategic performance improvement.


FUNDS TRANSFER PRICING

Funds Transfer Pricing Theory and Best Practices
Monday, July 20   |   2:00 PM - 4:00 PM EST

Ken Levey, Vice President, Financial Institutions at Kaufman Hall
Bryan Ridgway, Senior Solutions Engineer in the Financial Institutions, Kaufman Hall


Now more than ever, your institution needs to accurately understand its top profit sources. Join Ken Levey, Vice President, Financial Institutions, for a session on funds transfer pricing (FTP) theory and best practices. Ken will help you understand why all sizes of institutions benefit from using a transparent, matched-term transfer pricing approach. Learn how it works and how to successfully apply FTP at your institution through a best practice approach.


COMPREHENSIVE COST MANAGEMENT

Comprehensive Cost Management Part I
Tuesday, July 21   |   2:00 PM - 4:00 PM EST

Robert B. McDonald, Financial Manager, Wholesale Finance, Wells Fargo Corporation

Comprehensive Cost Management Part II
Wednesday, July 22   |   2:00 PM - 4:00 PM EST

Robert B. McDonald, Financial Manager, Wholesale Finance, Wells Fargo Corporation

These sessions will introduce all of the cost development methodologies to account for 100% of non-interest expenses at your institution. Additionally, we will share all of the cost deployment options to support ongoing integrated profitability and integrated resource management scorecards. All of the management accounting processes must come together in order to generate meaningful and reliable management information. Proper Cost Management is one of these critical components.

PROFITABILITY MEASUREMENT

Profitability Measurement Part I
Thursday, July 23   |   2:00 PM - 4:00 PM EST

Scott Wise, Founder and CEO, Armada Consulting

Profitability Measurement Part II
Friday, July 24   |   2:00 PM - 4:00 PM EST

Scott Wise, Founder and CEO, Armada Consulting

These sessions on Profitability Management talk through the design, development and deployment of multidimensional profitability solutions, leveraging the methodologies learned in previous sessions. We will discuss advanced customer, product and organizational profitability analytics as decision support for driving more profitable behaviors and increased performance accountability throughout the organization.


CPE Credit Hours

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 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 22 hours for concurrent sessions
  • Instructional Mode: Group Internet Based

For more information regarding administrative policies such as complaints or refunds, call 312-578-1300. FMS has also entered into individual sponsor agreements with a number of states. For additional information, please call 312-578-1300.


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