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Registration is now open for our 40th Annual Conference! 

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Asset/Liability Management

Action Planning for Liquidity Management through Uncertainty

Eric Poulin

Senior Consultant

Darling Consulting Group

Eric is a Senior Consultant at Darling Consulting Group where he assists community financial institutions with the delicate balance of optimizing earnings while prudently managing risk. In this role, he works collaboratively with ALCOs to develop comprehensive strategies related to all aspects of Asset Liability Management. Eric strives to distill complex concepts into actionable intelligence and delights in bringing education to the industry.

Jeff Croteau

Account Manager

Darling Consulting Group

Jeff is an Account Manager at Darling Consulting Group, where he assists financial institution executives in strengthening their asset liability management (ALM) process. In this role, he provides custom solutions for managing interest rate risk, liquidity risk, and capital. Jeff is also knowledgeable in the areas of deposit strategies, regulatory compliance, and executive-level education.

Liquidity and risk management are under a microscope in the wake of bank failures and tightening liquidity conditions. As we move through the remainder of 2023, it is critical for institutions to understand and articulate funding and liquidity management strategies.


In this session, DCG Senior Consultants Jeff Croteau and Eric Poulin will share real examples of how proactive financial institutions are developing “best practice” approaches to liquidity management. They will describe recent regulatory feedback and provide action items to enhance liquidity reporting, including: dynamic forecasting, stress testing, early warning indicators, and effective policy development. Additionally, they will highlight case studies that evaluate deposit strategies for effectively managing liquidity positions in the current environment.


Position your financial institution for success in 2023 and beyond. Tune in to learn more about:

  • Managing regulatory pressures

  • Building the appropriate stress tests – and remediation plans

  • Critical elements of an effective Contingency Funding Plan

  • Assessing appropriate levels of wholesale funding

  • Deposit strategies in the current environment

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