Back by Popular Demand - The Dreaded ALCO Meeting

Eric Poulin

Senior Consultant

Darling Consulting Group

Eric is a Director 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.

Joe Kennerson

Managing Director

Darling Consulting Group

Joe is a Managing Director at Darling Consulting Group. In this capacity, he works directly with financial institutions by providing solutions for their asset liability management process in the areas of interest rate risk, liquidity risk management, ALM modeling, regulatory compliance and executive-level education. He is a frequent speaker and author and directly advises clients in all aspects of ALM.

“I hate ALCO meetings,” said the banker when we first met. And he had good reason. ALCOs can carry a stigma of being backward-looking, policy-focused, and regulatory-driven without much strategic value. It’s time to evolve.

Recent extreme financial conditions (some may say Black Swan events) have elevated the importance of balance sheet management for all financial institutions. And the near-term outlook isn’t growing much rosier as today’s challenges persist: peak deposit competition, liquidity pressures, and declining margins embattled by an 18-month inverted yield curve.

Join Darling Consulting Group’s Joe Kennerson and Eric Poulin in this strategically-focused webinar. The session will cover two themes: first, specific strategy ideas and case studies to prepare for the balance sheet challenges ahead; and second, ideas to transform ALCO from that DreadedMeeting and into a Profit Center.

Highlights will include:

· Concrete steps to transform your ALCO meetings

· How to leverage independent strategies with pro-forma simulations

· Deposit outlook, strategies, and developing the Fed Easing playbook

· Lending outlook and strategy thoughts

· Capital markets initiatives

We hope you will join us for this event.