ALCO Seminars

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

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

2020 DCG ALCO Seminars to be scheduled.

2019 DCG ALCO Seminars:

Miami, FL – March 11, 2019
Boston, MA – April 16, 2019
Chicago, IL – September 16, 2019
Montvale, NJ – October 8, 2019

With every season comes new expectations from the Fed in terms of rate forecasts, and many are reconsidering their strategy for 2020 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.

Agenda

Meet Our Speakers:

Frank Farone
Managing Director

Frank consults nationwide with CEOs and CFOs of financial institutions to increase earnings through the proactive management of capital, liquidity/funding risk, and interest rate risk. He is a frequent speaker and author on topics such as industry issues and trends, funding solutions, regulatory issues, interest rate risk management, capital management and derivatives hedging techniques.

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.