Regulatory Expectations-Best Practices in Asset Liability Management 2015

Topics

• The most common errors we see financial institutions making that could hurt their bottom lines or lead to liquidity shortfalls down the road
• The results of Material Loss Review studies performed by the NCUA, OCC, and FDIC of failed credit unions and banks and how those results impact the way examiners will evaluate your ALM policies and procedures going forward
• Typical measurements used in evaluating and managing interest rate and liquidity risk
• Matters to be covered in your financial institution`s ALM policy
• Why examiners are asking for your ALM models to be validated by third parties and what areas should be included in these validations
• List of documents or other information to be reviewed by the ALM committee
• Techniques and best practices we see institutions using to improve their net interest margins and/ or better manage ALM risk

Who should Attend

Attendees from:

• Board of Director Members
• Presidents and CEOs
• Cashiers
• Chief Financial Officers
• Senior Lending Officers or Chief Credit Officers
• Senior Vice Presidents of Operations
• Internal Auditors