C-Suite Series

C-Suite Series

C-Suite Series: 
Asset Liability Management Strategies in a 
Rising Rate Environment
Wednesday, April 24, 2019
3:00 pm – 4:30 pm  Eastern

 

Rates are rising.  Asset liability management strategies used for the last several years may not work going forward.  This webinar will explain how to build strategies to protect and even grow your net interest margin in a rising rate environment.  Information will be provided to help you determine the following:

Impact of growth in non-maturity accounts
Impact of a competitor raising non-maturity account interest rates
Role of special-rate certificates – determining the real cost
Role of wholesale funding – how much is acceptable
When does it make sense to be the frontrunner in raising deposit rates?
Current trend line in net interest margin
Current trend line in net profit

Highlights:

  • Effectively measure interest-rate risk
  • Model the cost of special-rate certificates
  • Model the rate for a loan that generates a return on equity goal
  • Mitigate the negative impact of changing rates
  • Utilize wholesale funding for profit and risk mitigation
  • Regulatory concerns that could negatively impact CAMELS
  • ALCO duties 
  • Establishment of realistic risk parameters
  • Importance of IRR validation – auditing the process
     

Take-Away Toolkit:

      • Employee training log
      • Quiz to measure staff learning and a separate answer key

Who Should Attend??

This program is best suited for C-suite officers, board members, audit committee members, and ALCO members who want to learn concepts that can improve profitability in a rising-rate environment.  

Speaker

Gary J. Young, Young & Associates, Inc.

Gary J. Young is founder of Young & Associates, Inc.  During 40 years in consulting and 50 years in the industry, he has assisted hundreds of financial institutions from coast-to-coast with improving shareholder value and profit, establishing effective strategic plans, management assessments, regulatory concerns, budgeting, asset/liability management, expansion planning, and mergers and acquisitions.  

Gary is a popular speaker due to his practical and valuable insight and has conducted seminars throughout the United States and in Europe.  Gary is on the board of a community bank, manages a bank investment fund, and is a co-founder of Capital Market Securities, Inc., which assists with mergers and acquisitions. 

 

Attendance verification for CE credits provided upon request.

Webinar Sponsored by Financial Education & Development

If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.

Registration Options
Live Webinar: Register for the live event and get five days access to the On Demand Playback. You’ll have an opportunity to ask questions during the presentation and be free to review the content for the next 5 (business) days Registration also includes links to presenter materials, handouts, and pdfs.
Recorded Webinar + Free Digital Download: Can’t attend the live webinar?  This option provides a recording of the live event, including audio, visuals, and handouts.  We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 6 business days after the webinar.  You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.

Live Webinar: Register for the live event and get five days access to the On Demand Playback. You’ll have an opportunity to ask questions during the presentation and be free to review the content for the next 5 (business) days Registration also includes links to presenter materials, handouts, and pdfs.
Additional Hookups: Registering another banker from a different location
Live Webinar + On-Demand Link : Both live webinar & recorded webinar + free digital download 

When
4/24/2019
Registration is closed.