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




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




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

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




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 21 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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