Asset Liability Management*
*As of January 19, 2021 - Subject to Change

Tuesday, June 22, 2021  |   1:00 PM - 4:00 PM ET

Wednesday, June 23, 2021  |   1:00 PM - 4:00 PM ET


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.

key take-aways - 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.

Audience - This session is designed for risk managers seeking an depth understanding of interest rate and liquidity risk management and ideal for CFOs, Controllers, CROs, ERM and ALM officers and analysts.


INSTRUCTOR

Mike Guglielmo
Managing Director, Darling Consulting Group

With over 30 years of experience in strategic risk management, Mike Guglielmo has provided technical and strategic consulting to a diverse group of financial institutions. Mike is also a frequent author and top-rated speaker on a variety of balance sheet and model risk management and operational risk management topics. He serves as Vice Chairman and board member for the Financial Managers Society.

During his tenure at DCG, Mike has served in various capacities, including director of financial analytics. In addition, he is a technical resource for the ongoing development of many of DCG's quantitative and strategic risk management products and services. Prior to joining DCG, Mike managed the ALCO and strategic planning processes for a regional bank in the northeast. Mike is a graduate of Fairfield University with a degree in economics.

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: Basic - Expert
  • Prerequisites: None
  • Advance preparation: None
  • Field of Study: Management Services - Technical
  • Up to 6 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.


Back to Top