Controllers Clinic

Controllers Clinic

October 10 - 11, 2019 | Baltimore, MD

Controllers Clinic: How About Effective Decision Making in Asset Liability Management


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Program Description

Amidst current accounting decrees, new CECL mandates, integrated asset liability management programs and industry competitiveness, it’s never been more essential that Controllers be able to access valuable solutions, as well as understand today’s challenging environment and what may lie ahead.

The FMS Controllers Clinic is an interactive, two-day, action-packed seminar designed specifically for busy community institution Controllers. Featuring over 12 hours of CPE, this tailored program will cover topics including but not limited to:
  • Risk/Return Trade-Offs in Balance Sheet Management
  • Liquidity a major Regulatory Hot Button: Measuring & Managing Liquidity
  • Critical steps to strengthen your liquidity position, contingency planning and managing PVL
  • Measuring & Managing Interest Rate Risk; Analysis paralysis vs. effective decision making
  • ALM Policies examined: designed for regulatory appeasement or effective decision making?
  • Balance Sheet Strategies in a Low Rate, Flat/Inverted Yield Curve Environment
  • Stress Testing Scenarios: what to measure and relief scenarios for remediation
  • High Performing ALCOs: What Separates the Best from the Rest
  • Case Studies: Balance Sheet Management Strategies
  • Effective capital planning and stress testing
  • Open forum Q&A: What’s on Your Mind?



Agenda*

Thursday, October 10, 2019

8:00 AM – 9:00 AM
Registration and Buffet Breakfast

9:00 AM - 4:00 PM
Class

12:30 PM – 1:30 PM
Lunch

Friday, October 11, 2019

8:00 AM – 9:00 AM
Buffet Breakfast

9:00 AM - 12:00 PM
Class


*Schedule is subject to change



Presenters

Frank Farone
Managing Director, Darling Consulting Group

Frank consults nationwide with CEOs and CFOs of financial institutions to increase earnings through the proactive management of capital, liquidity/funding risk, and interest rate risk. He is a frequent speaker and author on topics such as industry issues and trends, funding solutions, regulatory issues, interest rate risk management, capital management and derivatives hedging techniques.

Frank was designated a "top-rated" speaker by FMS and is well known for his popular seminar "Turbo Charging Your ALCO Process" having helped thousands of bankers across the country.

Frank is a graduate of Siena College. He lives in Winchester, Massachusetts and is an avid golfer and runner, having completed numerous marathons including several Boston Marathons over the past 25 years.

Michael Mitchell
Senior Consultant, Darling Consulting Group

Mike is a Senior Consultant at Darling Consulting Group, working directly with financial institutions to improve the effectiveness of their asset liability management (ALM) process. In this capacity, he provides tailored solutions for managing interest rate risk, liquidity risk and capital. Mike is also expert in the overall balance sheet management process, including risk model design and implementation, regulatory

Mike has been with DCG since 2006, and is a graduate of University of New Hampshire with a degree in finance.



Location and Accommodations


Hilton Baltimore Inner Harbor
401 West Pratt Street
Baltimore, Maryland   21201

Special FMS Room Rate: $169/night
Deadline for Room Rate: September 20, 2019
Reservation Line: 1-800-HILTONS
Group Code: CCA

Reserve Accommodations


Credit Hours

Earn up to 10 hours of CPE credit.
  • Level: Basic to Intermediate
  • Prerequisites: None
  • Advance preparation: None
  • Field of Study: Accounting
  • Instructional Method: Live-Group

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


Refunds and Cancellations

A refund minus a $250 processing fee will be provided for cancellations received by FMS in writing four weeks prior to the program start date. No refunds will be given for cancellations received after that date. A substitution from your institution is welcome at any time. FMS reserves the right to change instructors or reschedule/cancel sessions when necessary. FMS is not responsible for airfare penalties incurred due to the cancellation of the program. For more information regarding refunds, concerns, and/or program cancellation policies, please contact our offices at (312) 578-1300.


Registration Fee

Members and Non-members sign in or create an account below to register

FMS Members:                              $1,195
Staff/Co-Worker of Member:        $1,395
Non-members:                              $1,795

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Discounted Pricing Registration Form


When
10/10/2019 - 10/11/2019
Where
HILTON BALTIMORE INNER HARBOR
401 West Pratt Street
Baltimore, MD 21201 United States

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