February 27 - 28, 2020 | Austin, TX

Building Your Funding Strategy

Register to Attend

Abrigo Headquarters

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

Secure Your Spot Today

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.

Pricing Information

Take advantage of 2019 pricing to get the best possible rate. 

  • Early Bird Rate: $3,750
  • Regular Rate: $4,250
  • Group Rate: $3,250/person (3 attendee minimum)

*Course must have a minimum of 10 participants, or the course will be rescheduled.

Agenda
Day 1, February 27

8:30 am – 9:00 am                  Welcome – Introductions (breakfast provided)

9:00 am – 10:30 am                Capital Planning Setting Financial Goals / Individual Work  

10:30 am – 10:45 am             Break

10:45 am – 12:00 pm              Required Funding Discussion / Asset Funding Strategies / Effective Duration

12:00 pm – 12:45 pm              Lunch

12:45 pm – 4:00 pm                Deposit Sector Discussion

                                                Individual Work

                                                Examine deposit sectors to compare to asset funding needs

4:00 pm – 4:45 pm                  Wrap-up and Day 2 Prep

5:00 pm                                   Happy Hour Reception @ Abrigo

Day 2, February 28

8:00 am – 8:30 am                  Day 2 Intro (breakfast provided)

8:30 am – 10:30 am                Complete Deposit Sector Work – Individual Work

10:30 am – 10:45 am              Break

10:45 am – 12:00 pm              Non-Core Funding Discussion

                                                Tools available to monitor decisions – Dashboard

                                                ALM Modeling

 

12:00 pm – 12:15 pm              Abrigo Solutions and Wrap-Up

Hotel Information

We have negotiated preferable rates at a number of local hotels that are in close proximity to our office. 

Staybridge Suites Arboretum

10201 Stonelake Boulevard

Austin, Texas 78759

Phone: 512-349-0888

Click here for online reservations. Ask for the Abrigo rate when booking by phone.

The Aloft Hotel Austin

11601 Domain Drive

Austin, TX 78758

866-932-7660

Click here for reservations. -When booking online, select SET/Corporate Account# and enter 557434 to receive the Abrigo rate.

Holiday Inn Express & Suites

10711 North Research Boulevard

Austin, TX 78759

Phone: 512-346-5555

Click here for reservations. -When booking online, click on “More Options” and you should see BANKERSTOOLBOX under the reference rate. *complimentary breakfast is provided, as well as a manager reception 3 nights each week.

Hotel Shuttle

For guests staying at the Staybridge Suites, Aloft Hotel, or Holiday Inn Express; once you are at the hotel, they provide free shuttle service up to 5 miles away. (This does not include the airport but does include our headquarters.)

Looking for Banker’s Toolbox? You are in the Right Place!

Banker’s Toolbox is now Abrigo, giving you a single source for all your enterprise risk management needs. Use the login button here, or the link in the top navigation, to log in to Banker’s Toolbox Community Online.

Make yourself at home!