12331-B Riata Trace Pkwy, Bldg 4, Suite 200
Austin, TX 78727
As margins continue to be under pressure due to Federal Reserve decisions and competitor actions, the need for a plan to manage funding has never been greater. Depositor demographics, balance concentrations, relationship levels and other similar factors have a great influence on future funding stability. What have you done to prepare?
This 1 ½ day interactive, hands-on workshop will combine case\lecture examples with your own actual institution data to help you formulate a plan for assessing the funding needs of your institution.
According to a previous attendee, “That was one of the most interesting and value-added meetings I’ve had with one of our business partners in quite a while.”
At the conclusion of the workshop you will have:
- Have an actionable funding plan
- Learn to leverage core deposits
- Understand and use deposit effective duration
- Differentiate between funding and liquidity
- All based on your balance sheet and goals
The assistance won’t stop when the workshop is over. Included with the workshop, you will be given tools and resources to help manage and monitor the plan.
Because this is a hands-on workshop SPACE IS LIMITED and we expect it to fill up quickly. Prices will increase in 2020, so register now to lock in the 2019 rate.