ALCO Seminars

Gain a new perspective on two key topics in balance sheet management

Miami, FL – March 11, 2019
Chicago, IL – September 16, 2019
Dallas, TX – October 8, 2019

Breakfast is on us – ensuring the effectiveness of your institution’s ALCO is on you.

With the New Year comes new expectations from the Fed in terms of rate forecasts, and many are reconsidering their strategy for 2019 and beyond. Yet while some things change, others stay the same as liquidity remains at the forefront of regulatory exams and funding discussions. This exclusive and complimentary morning seminar will delve into issues that can significantly improve your institution’s performance, including:

  • revitalizing your liquidity management and developing strategies to improve liquidity
  • understanding the importance of communication between your key stakeholders and how to turn your ALCO into a “Profit Center.”

Facing the Liquidity Challenge Head On

This session will address the changing liquidity landscape in our industry, and what every institution should be doing to develop a “best practice” approach in liquidity management – regardless of the levels of liquidity you have today. Attendees will gain valuable insights on regulatory expectations – with a particular focus on potentially volatile liability concentrations, liquid asset levels and institution-specific stress testing. We will walk through the critical elements all institutions should have in their liquidity management process (both operational and contingency) and include real life case studies that highlight strategies to increase margin while managing liquidity risk. Finally, we cannot discuss liquidity without discussing deposits. We will share deposit strategy ideas in the current environment and walk through case studies of how to utilize data to grow new money funds and minimize cannibalization.

Position Your Institution to Take Advantage of the Challenges and Opportunities this Rate Environment Presents

Fed policy can change instantly, as it did at year-end. The impact of the decisions you make will be felt for many years to come. The time has come for action. Is your ALCO ready for the challenge – and opportunity? This session will address many of the key questions that are top of mind for financial executives today: To what degree will rates rise (or fall) and over what time period? More importantly, what about the slope of the curve? What have we learned from previous rate cycles, and what strategies should we consider and avoid this time around? Many institutions will hit the “panic” button at precisely the wrong time and take action they will likely regret down the road.

Register early, space is limited for this exclusive complimentary seminar.

To register, please contact Ruth Duncan at rduncan@darlingconsulting.com or 978-463-0400 ext. 112.

Agenda

8:00 – 8:45 Breakfast and Registration
8:45 – 10:15 Facing the Liquidity Challenge Head On
10:15 – 10:30 Coffee Break
10:30 – 12:00 Position Your Institution in This Rate Environment

Meet Our Speakers:

Joe Kennerson
Managing Director

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 top-rated speaker, frequent author and directly advises clients in all aspects of ALM.

Mark Haberland
Managing Director

Mark is a Managing Director at Darling Consulting Group. In this role, Mark works directly with financial institutions to strengthen their asset liability management process. He provides support to clients in the areas of liquidity risk management, capital, ALM modeling and reporting and regulatory compliance. He is a top-rated speaker, frequent author and conducts customized workshops and education sessions for ALCOs and boards.

If you have any questions regarding this seminar, please feel free to contact Mark Haberland at mhaberland@darlingconsulting.com or 978.463.0400 ext. 152.