The New ALCO 80/20 Rule: A Proactive Approach

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.

Let’s face it: the traditional ALCO meeting is broken. 100+ page reports, backward-looking data, and tiny-font overload. It’s no wonder these meetings often feel more like a compliance check than a strategic tool.

But what if ALCO could be your most powerful profit center?

Join Darling Consulting Group for "The New ALCO 80/20 Rule: A Proactive Approach," where we’ll unveil a transformative model: spend 80% of the meeting on forward-looking strategy, and just 20% on where you’ve been.

We’ll tackle today’s most pressing challenges:

Incredible deposit competition. How do you stay ahead?
A new era of liquidity management. What’s changed and what’s next?
The great loan coupon divide. How to understand the risks in your portfolio.
Derivatives. How to find the right fit and make them work for you.
The comeback of investments. Where are the smart opportunities for your risk profile?

It’s time to stop reporting and start strategizing. This is the ALCO meeting reimagined: focused, agile, and built for today’s rate environment.

Reserve your spot now and learn how to reshape how your balance sheet powers strategy.