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February 23, 2023 | 1:00 - 4:30 p.m. ET

ALM Kickstart

Register
Kickstart your ALM with this FREE VIRTUAL event

Moving Your ALM Process from
Good to Better to Best

ALM Kickstart is an opportunity for institutions to learn the BEST application of ALM modeling and management in today’s unique and demanding market. Many institutions continue to “comply” with the ALM requirements using outdated approaches and tools to measure risk. Our experts can help you to move from using your ALM model as a good regulatory compliance tool to understand the power of BEST decision-making tool. 

 

This workshop will cover:

  • How to incorporate credit loss projections into the ALM modeling process. 

  • Understanding Market Value (EVE/NEV), what impacts it, and using EVE/NEV in strategic decision making. 

  • Moving beyond Immediate & Permanent rate shocks in analyzing IRR risk. 

  • The impact key assumptions have on your IRR risk profile. 

Workshop Details

Session Leaders

Sessions

Agenda

NASBA CPE credits

Who should attend

Prerequisites

Kickstart your ALCO process to the next level in 2023.

February 23, 2023 | 1:00 - 4:30 p.m. ET

Free Registration
Abrigo Expertise

Agenda

  • 1:00 - 2:05 p.m. ET- Welcome and Impact of Net Income Simulation and Short-Term Measures of IRR
  • 2:05 - 2:15 p.m. ET- Break
  • 2:15 - 3:05 p.m. ET- Impact of EVE/NEV and Long-Term Measurement of IRR
  • 3:05 - 3:15 p.m. ET- Break
  • 3:15 - 4:05 p.m. ET- Bringing It All Together: An Introduction to Abrigo ALM
  • 4:05 - 4:30 p.m. ET- Wrap Up with Q&A

Agenda is subject to change.

Session Descriptions

Explore opportunities to move your ALM process from Good to Better to BEST!

Impact of Net Income Simulation and Short-Term Measures of IRR

In this session, we will address the following:
- Understanding the use of immediate rate shocks and value/limitations
- Static and dynamic balance sheets
- Understanding cash flows: loan prepayment speeds
- Beta/lags
- Interpretation for strategic decision making
- Layering of growth assumptions

Impact of EVE/NEW and Long-Term Measurement of IRR

In this session, we will address the following:
- Decay
- Discount rates
- Current versus forecasted EVE
- Interpretation for strategic decision making

Bringing It All Together: An Introduction to Abrigo ALM

- How to bring all of the pieces together
- Reporting examples
- Forecasting credit losses

We will wrap up with a Q&A for the presenters.

Session Leaders

Learn from consultants who have assisted hundreds of banks and credit unions with their ALM process.

Dave Koch

Director, Advisory Services

Susan Sharbel

Senior Consultant

Teri Grams, CPA

Senior Consultant

Chris Emery

Director of Special Projects

ALM Kickstart 2023

Register today

Who Should Attend?

Anyone with responsibilities related to asset liability management.

  • Chief Financial Officer
  • Controller
  • Chief Credit Officer
  • Chief Compliance Officer
  • Accounting, finance, credit departments and C-suite of banks and credit unions

Is your ALM process still stuck in the 90’s? Are you using static forecasts and interest rate shocks as your primary measure of risk? Does your ALCO continually look for alternatives to optimize performance but are not sure how to use your ALM model for validation? Do you want to use your ALM model for managing future performance? 

If you answered YES to any of the questions above, this session is for you!

 

Details to know before attending ALM Kickstart

  • Advanced Preparation: N/A
  • Prerequisites: Intermediate background in asset liability management
  • Program Level: Intermediate
  • Delivery Method: Virtual Online

 

Continuing Education Credits

3 NASBA CPE CREDITS

Abrigo 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 for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Registration Deadline

Registration closes February 22, 2023.

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