ALM Kickstart provides a focused opportunity to explore advanced ALM strategies essential in today’s dynamic financial environment. Gain actionable insights into prepayment speeds, deposit decay rates, and liquidity scenarios that empower institutions to strengthen balance sheet resilience, enhance regulatory compliance, and drive profitability. Our experts will help you transition from using your ALM model solely as a regulatory compliance tool to leveraging it as a powerful decision-making resource for strategic growth.
March 11, 2025 | 12:30 - 4:00 p.m. ET
Moving Your ALM Process from
Good to Better to Best
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How prepayment behavior impacts balance sheet management and how to integrate these insights into ALM models for better decision-making.
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Why deposit decay analysis matters and how it connects to deposit management and lender strategies.
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Navigating liquidity stress scenarios and optimizing funding strategies to strengthen balance sheet resilience.
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Expert insights, research findings, and tools to enhance ALM processes and mitigate risk.
Workshop Details
Take Your ALM Process to the Next Level with Expert Insights.
March 11, 2025 | 12:30 - 4:00 p.m. ET
Free Registration
Session Descriptions
Discover what’s missing in your ALM approach before it impacts your liquidity and profitability
Agenda
- 12:30 - 1:30 p.m. ET- Mastering Prepayment Speeds for ALM & Liquidity Management
- 1:30 - 1:45 p.m. ET- Break
- 1:45 - 2:45 p.m. ET- Modeling Deposits to Enhance ALM Resilience
- 2:45 - 3:00 p.m. ET- Break
- 3:00 - 4:00 p.m. ET- Scenario Planning for Liquidity and Financial Strength
Agenda is subject to change.
Master Prepayment Speeds for ALM & Liquidity Management
- Leveraging prepayment data to make strategic, forward-looking decisions for liquidity and profitability.
- Understanding the role of prepayment behavior in shaping balance sheet strategy.
- Proven approaches to integrating prepayment speed insights into ALM frameworks.
Modeling Deposits to Enhance ALM Resilience
- Managing and modeling deposit flows
- Techniques for analyzing and forecasting deposit decay.
- Application of decay rate insights for regulatory and strategic purposes.
Scenario Planning for Liquidity and Financial Strength
- Navigating various liquidity scenarios in volatile markets.
- Analyzing the interplay between funding sources and stress testing
- Strategic recommendations for optimizing liquidity management.
Session Leaders
Learn from consultants who have assisted hundreds of banks and credit unions with their ALM process.
Learn Best Practices, Network With Peers, and Get 3 CPE Credits!
Register todayWho Should Attend?
Anyone with responsibilities related to asset liability management.
- Chief Financial Officer
- Controller
- Chief Credit Officer
- Chief Compliance Officer
- Accounting, finance, credit departments and C-suite of banks and credit unions
Could your institution be misjudging prepayment speeds, leading to unexpected cash flow issues? Are you relying on outdated deposit decay assumptions that fail to reflect today’s liquidity pressures? Is your ALCO making decisions without a clear view of how different liquidity scenarios could impact performance? Do you want to turn your ALM model into a real decision-making tool—not just a regulatory requirement?
If you answered YES to any of the questions above, this session is for you!
Details to know before attending ALM Kickstart
- Advanced Preparation: N/A
- Prerequisites: Intermediate background in asset liability management
- Program Level: Intermediate
- Delivery Method: Virtual Online
Continuing Education Credits
3 NASBA CPE CREDITS
Abrigo is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
